Week Ahead in Global Macro: US Stopgap #5, UST Auctions, RBA, RBNZ, BOE, China Trade, Phils. BSP
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. Trade ideas: We position for a policy-driven...
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U.S. Auto Demand in January: SAAR Down, Incentives Down
U.S. January light vehicle sales came in at 1.15m units, consistent with mid-month run rate and representing a 28% sequential decline but 1% YoY...
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Nissan Motors Looks Expensive Ahead of Q3 Results
We expect Nissan’s 3QFY03/18 auto sales to fall 6.3% YoY in unit terms due to the holdup in domestic production for over three weeks following the...
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GM: Will GM Korea Go the Way of GM Holden?
In the wake of yet another round of media speculation that GM may exit from Korea, we looked at some numbers behind GM Korea and made a few...
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Tesla--2018 Could Be the Beginning of the End
2018 is a “do or die” year for Tesla and it all banks on whether the company can successfully reach its (thrice-delayed) goal of 5,000 units/week...
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