Hey everybody Rob, now we're here to finally wrap up the second quarter.

I think we're all excited to move into Q3 looking forward to that.

So we're going to go through my Q2 delivery and production forecast today just to try

to contextualize what we might be looking at this weekend when Tesla releases this

report.

Again, that should be expected on Saturday.

Then we do just have a few other quick news items to go through today as well.

So we'll start off with the stock Tesla today down 1.75% roughly to close at $673.42

trailing behind the NASDAQ a little bit, which was down 1.3%.

We did have a few pieces of macro news today, economic reports, first being the PCE.

So this is the personal consumption expenditures, not one that I look at super often, but

another measure of inflation, just like we talk about with the CPI.

And if we look at the core result here, which again excludes energy and food prices,

the core PCE did continue to fall this month up 4.7% year over year.

So that did come in slightly below what the forecast was.

And as you can see here, it looks like potentially peaked back in March.

So we've seen this come the year over year changes here decline for the last three months

in a row, which could be good news in terms of how we think about expectations for

industry increases going forward.

Of course, it's still a pretty high rate.

So we're going to want to see that continue to come down, or the Fed is going to want

to see that continue to come down, but at least moving in the right direction that they're

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