Global Autos Market Update 2026
Automakers and suppliers face steep tariff costs amid shifting U.S. trade policies, compounding the strain from persistent Chinese competition and uneven path to electrification.
Join us as we discuss:
- The framework for US tariffs on autos and auto parts is settling:
- How will global automakers and parts suppliers adapt to alleviate the burden?
- Changes in emission regulations and purchase incentives will impact the adoption of electric vehicles in China, Europe and the US
- Can lower sales translate into better earnings?
- Fierce competition in the Chinese auto market
- Will global automakers and suppliers adapt or retreat?
- Challenged export markets, increased competition and muted domestic demand
- How European automakers preparing for lower-for-longer volumes?
- US consumers are becoming more anxious about inflation, tariffs and the labor market
- Should auto captive finance companies be concerned?
Speakers
Michael Brisson
Director, Economic Research
Moody's Analytics
Matthias Hellstern
Managing Director, Corporate Finance
Moody's Ratings
Inna Bodeck
Vice President – Senior Credit Officer, Financial Institutions
Moody's Ratings
Matthias Heck
Vice President - Senior Credit Officer, Corporate Finance
Moody's Ratings
Götz Grossman
Vice President – Senior Analyst, Corporate Finance
Moody's Ratings
Cindy Yang
Vice President – Senior Analyst, Corporate Finance
Moody’s Ratings
Rene Lipsch
Associate Managing Director, Corporate Finance
Moody’s Ratings
Gerwin Ho
Vice President – Senior Credit Officer, Corporate Finance
Moody's Ratings
Roman Schorr
Vice President - Senior Analyst, Corporate Finance
Moody's Ratings
Moritz Melsbach
Vice President - Senior Analyst, Corporate Finance
Moody's Ratings
Eric Greaser
Vice President - Senior Analyst, Corporate Finance
Moody’s Ratings
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