Auto Insurance CPI Declines Deepen in July as Competition Intensifies: None-20260814
瑞银·2026-08-14 13:31
Global Research Auto Insurance CPI declines continued to accelerate in July, reaching -4.5% y/y (from - 4.1% in June and -2.0% in May, when the index turned negative for the first time since 2021). On a seasonally adjusted basis, the index declined 0.3% m/m (from -2.0% last month). This is consistent with the trends we observed during the 2Q26 earnings season, where we continued to see evidence of a more competitive personal auto market. Across the group, premium growth trends moderated further, with compan ...