Double-Whammy Likely Ensured Trump Will Be a One-Term President; but NAFTA and Syria Deals Advance
Last Tuesday (21st August 2018), Donald Trump's presidency suffered two body blows in quick succession, as his former lawyer pleaded guilty to 8...
301 Views
Toyota: 3 Ways to Forecast JPY2,750bn OP Despite US Margins (Temporarily) Trailing Peers
Toyota Motor (7203 JP) consensus OP estimates are up 16% since May after the company generated strong results in both 4QFY18 and 1QFY19, yet the...
368 Views
July U.S. Auto Demand: Weak SAAR Suggests 4th of July Benefits Were Taken in June
July SAAR of 16.77m units came within range of the 16.7m average SAAR we are expecting in 3Q18 (see Global Auto Demand Tracker: U.S. SAAR Looks Set...
380 Views
U.S. Luxury Automakers Hurt the Most in China in Trade War - Tesla Could Be Crushed
We see the road ahead for Tesla, Cadillac, Lincoln and Jeep to be very difficult With the trade war, Tesla might be crushed in...
557 Views
June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
455 Views