Middle East uncertainty and soaring fuel costs are raising concerns about auto affordability. TD Cowen's Itay Micheaeli says he is watching commodity prices closely, but the market is being supported by both pent‑up demand and continued strength in the U.S. pickup truck market —at least for now. Full video: https://www.moneytalkgo.com/video/auto-outlook-as-higher-gas-costs-weigh-on-sentiment/