Auto sales are slowing [1] [2], subprime auto loans are beginning to default [3].

[1] http://www.bloomberg.com/news/articles/2016-10-27/ford-profi...

[2] http://autoweek.com/article/car-news/ford-mustang-plant-temp...

[3] http://www.marketwatch.com/story/losses-on-stretched-subprim...