Published On: April 8th, 2025Categories: Trade Ideas
In this flash report, we take a closer look at the global auto sector. Trump’s “Liberation Day” auto tariffs come at a precarious moment for credit markets, adding pressure to spreads amid slowing growth and sticky inflation. Global OEMs and suppliers face meaningful margin erosion, with only a handful of names positioned to weather the storm. This flash report explores how sector-wide dislocation could translate into both rising credit risk and tactical entry points.
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