Anecdotally they’re probably talking about Ford eating a bunch of shit and cutting a billion or two from previous economic forecasts chalked up to EVs. This type of data wouldn’t be published collectively as it would have a severe chilling effect on certain auto manufactures equities.
But if you’re inclined to, pull MB, BMW, VAG, and Ford commentaries from their last few quarterly investor relations calls and you should see a pattern. Bullish in 19-22, neutral in 22-early 23, negative neutral in mid 23.
Anecdotally they’re probably talking about Ford eating a bunch of shit and cutting a billion or two from previous economic forecasts chalked up to EVs. This type of data wouldn’t be published collectively as it would have a severe chilling effect on certain auto manufactures equities.
But if you’re inclined to, pull MB, BMW, VAG, and Ford commentaries from their last few quarterly investor relations calls and you should see a pattern. Bullish in 19-22, neutral in 22-early 23, negative neutral in mid 23.