How Global Carmakers Are Responding To Tariffs: Full Summary

With auto tariffs becoming the new normal in the US, investors have begun to track responses by OEMs every week both in terms of pricing/incentives and production. Needless to say, this is a fluid situation and policy could change quickly.

To be sure, there is the occasional automaker - like Ferrari - which doesn't even have to worry about the impact of tariffs and can boast of zero cancelations even as the average Ferrari price rises by 25%. After all, its clients are uniformly wealthy and most would be glad to pay even more for a car; after all, it is a status symbol. Other OEMs, however, are less lucky and since the battle for market share and against margin erosion is about to get fierce, here is the latest state of the OEM industry.