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Feb 14
|
|
$7.75
$7.84
+1.2%
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SHORT
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Steve Rattner
Economic Analyst / CEO of Willett Advisors
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"When you put a tariff on auto parts, you're actually hurting what we call the OEMs... Ford, I think, losing $900 million because of tariffs." Protectionist policies are backfiring on legacy US automakers. Instead of protecting them, tariffs on imported parts increase their Cost of Goods Sold (COGS), compressing margins while they are already struggling with the EV transition. SHORT/AVOID. Policy headwinds are directly attacking profitability. Government bailouts or subsidies offsetting tariff costs. |
Bloomberg Markets
Is Trump’s Manufacturing Comeback Real?
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Feb 13
|
|
$7.75
$7.84
+1.2%
|
LONG
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Finnhub News
|
Stellantis's decision to reintroduce diesel cars in Europe, capitalizing on a perceived EV slowdown, suggests a strategic move to meet current market demand. |
Finnhub - STLA
'Stellantis resurrects diesel cars across Eur...
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