BI Weekend: Walt Disney, Ford Earnings
Bloomberg Intelligence
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Navigating Tariffs: Ford and the Auto Industry
This chapter examines Ford's response to recent tariff changes and the broader implications for the U.S. auto industry, estimating an $85 billion impact. It highlights the challenges automakers face, including cost management and potential layoffs, while also addressing the shifts in vehicle demand amidst supply chain uncertainties. The discussion also touches on the future of clean energy, focusing on solar's resilience and the impact of tariffs on battery imports and production.
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