U.S. auto sales numbers for May were released this past week, and one trend was clear: Pickup trucks are hot. Ford (NYSE:F) saw sales of its F-Series line rise 31% over last May's totals. That led rivals' gains -- but nearly all of the pickup makers saw sales jump.

What's going on? In this video, Fool contributor John Rosevear looks at the economic forces driving these big jumps in full-sized pickup sales -- and at what they mean for profits at Ford and rival General Motors (NYSE:GM).

Fool contributor John Rosevear owns shares of Ford and General Motors. Follow him on Twitter at @jrosevear. The Motley Fool recommends Ford and General Motors. The Motley Fool owns shares of Ford. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.