Primer: Ford Motor Co (F US) - Oct 2025
Ford is navigating a complex transition towards electrification with its Ford+ plan, restructuring into distinct business units: Ford Blue...
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Ford Motor Co (F) - Monday, Jul 28, 2025
The post clarifies it doesn't provide investment advice, disclaims responsibility for information accuracy, and suggests upcoming content may be...
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US: You Ain't Seen Nothin' yet on the Impact of the Trump Tariffs
China share of US imports to halve in 2025 vs 7 years ago, with ASEAN (mainly Vietnam) gaining. Tariff impact only begins now: exports to slow...
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US: Subdued Inflation to Oblige a Reluctant Fed to Cut This Month, but No More in '25
Despite Trump's tariffs, inflation remained low in Apr-May'25, so a July rate cut is likely. But tariffs on most trade partners from Aug'25 (worse...
316 Views
Tariff Surge 2025: Winners, Losers, and the Real Impact on U.S. Steel and Aluminium
The U.S. Midwest aluminum premium spiked by 54% on Monday and 164% YTD to $0.58/lb on June 2, driven by new tariffs and typical early-month...
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