The Great Upheaval Confronts the North American Auto Sector Supply Chain
Trump’s auto tariffs, with no carve-outs, hit the whole sector…
Highlights
• Trump’s auto tariffs, with no carve-outs, hit the whole sector…
• … pushing auto sales towards a deep correction
• U.S. tourism revenue is also declining rapidly
• No help from the Fed in the short term
Key Takeaways
• Auto Tariffs Slam Entire North American Supply Chain: Well, the President finally did it and lowered the boom on the global automotive sector, with the most negative implications for Mexico and Canada — the only leniency saved for U.S. parts manufacturers who serve the domestic market. The North American motor vehicle supply chain has just been torpedoed in one executive order.
