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Global Autos Market Update

The road ahead

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scheduleTuesday, 12 December 2023 - 10:00 EST / 15:00 GMT / 16:00 CET

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Auto Manufacturing – Global Robust recovery in light vehicle sales, but auto industry competition gets tougher

Global Autos Market Update - slide deck

Auto Finance Captives – North America: Q3 2023 Update Charge-offs reverse course and inch higher with delinquencies

Comparison of Rated Automakers – Global Profitability, leverage and credit-metric stability drive rank ordering of automakers

Automotive – North America UAW strike would cut into carmakers' cash, deal parts suppliers another blow

Automotive Manufacturing – North America New labor contract with UAW will be costly, worsen labor cost disadvantag

Automotive Manufacturing – EU & US Charging network build-out must speed up to support EU, US automakers' EV plans

Auto Finance Captives – North America Evolving portfolios will carry more electric vehicles and greater risk

Auto Finance Captives – US Captives have varying means to contain asset quality deterioration

Auto Manufacturing – Global Electrification momentum is strong, automakers must invest to stay competitive

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Global Autos Market Update

The road ahead

Auto Manufacturing – Global Robust recovery in light vehicle sales, but auto industry competition gets tougher

Global Autos Market Update - slide deck

Auto Finance Captives – North America: Q3 2023 Update Charge-offs reverse course and inch higher with delinquencies

Comparison of Rated Automakers – Global Profitability, leverage and credit-metric stability drive rank ordering of automakers

Automotive – North America UAW strike would cut into carmakers' cash, deal parts suppliers another blow

Automotive Manufacturing – North America New labor contract with UAW will be costly, worsen labor cost disadvantag

Automotive Manufacturing – EU & US Charging network build-out must speed up to support EU, US automakers' EV plans

Auto Finance Captives – North America Evolving portfolios will carry more electric vehicles and greater risk

Auto Finance Captives – US Captives have varying means to contain asset quality deterioration

Auto Manufacturing – Global Electrification momentum is strong, automakers must invest to stay competitive

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