SOTS 2nd Hour: Apollo’s “No Free Lunch” Warning, Tech Investor Dan Niles, & A Read On Luxury 7/25/25
Squawk on the Street
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Economic Struggles and Automotive Strategies
This chapter explores the impact of economic challenges on lower-income consumers and major companies like Volkswagen, which is grappling with financial setbacks exacerbated by tariffs. It discusses the implications of competitive pressures in the automotive industry, particularly focusing on the rise of Chinese brands and the strategic positioning of established automakers like Toyota. Additionally, the chapter touches on the broader trade dynamics influencing U.S. automakers, including disparities in tariffs and export restrictions.
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