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Insights: Autos
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Recent posts
Adem Tumerkan • Jul 19, 2026
China’s EV Price War: What BYD’s Discounts Could Mean for Global Trade
China's auto price war, sparked by BYD, reveals deeper economic problems, impacting global markets with collapsing margins, overcapacity, & rising trade tensions
MacroChinaTrade WarAutos
Adem Tumerkan • Jul 19, 2026
The Global Auto Sector: Price Pressure, Affordability, and Trade Risk
A weakening consumer, falling prices, and China’s EV glut are pressuring automakers, margins, and global supply chains—raising the risk of an auto trade war
Morning PourTrade WarMarkets
Adem Tumerkan • Sep 4, 2026
Bank Lending Defies High Rates, China’s EV Glut Goes Global, and U.S. Job Growth Gets Revised Away
Explore why bank lending remains loose despite high rates, how China’s EV glut is spreading globally, and why U.S. job growth keeps getting revised lower.
ChinaDeep DiveBankingAutos