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
Senior Vice President, Financial Institutions Group
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, 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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Michael Brisson is a senior economist and associate director at Moody's. He is the lead auto economist working as a member of the Economic Research group in West Chester PA. Mike works at developing new, empirically driven auto-related products and services. Prior to leading the Moody’s Analytics auto research team, Mike built loan and vintage-level CECL, CCAR, and stress-testing models of consumer loan performance as a member of the Business Analytics group at Moody's Analytics. Additionally, Mike has spent time developing econometric models used by U.S. states and local governments for tax/revenue projections. Mike holds a PhD in applied economics from Northeastern University.
| Matthias Hellstern, Managing Director, has been with Moody’s Deutschland GmbH in Frankfurt since October 2004. Matthias is Team Leader in the European Corporate Finance Group heading the Frankfurt-based analytical team focusing on manufacturing industries. The principal industries covered by his team include Auto, Capital Goods, Paper and Packaging, and Building Materials. He is also managing teams in London and Stockholm that are covering the Real Estate, Shipping and Airlines sectors. Prior to his appointment as Team Leader, Matthias was Moody’s lead analyst for European building materials companies and steel producers. Previously he spent around 10 years in the European banking industry as a corporate credit analyst with Commerzbank and ING in Germany and the UK. Matthias Hellstern has graduated from the University of Augsburg in Germany with a degree in Business Administration (Diplom-Kaufmann). |
Inna covers a portfolio of finance companies including auto lenders and aircraft lessors. Previously, Inna was an Assistant Vice President in the High Yield Corporate Finance Group.
Prior to joining Moody’s Ratings, Inna worked at JPMorgan Chase and UBS Investment Bank. She holds a Master of Business Administration from Emory University and a Bachelor in Finance from Southern Illinois University.
20+ years’ professional experience (including 10+ years at Moody’s Ratings).
Matthias Heck is a Vice President –Senior Credit Officer within Moody’s European Corporate Finance Group, based in Frankfurt. He is Moody’s Lead Analyst for a portfolio of European large diversified industrial manufacturing companies and automotive parts suppliers.
Previously, Matthias covered European automotive original equipment manufacturers (OEMs). Matthias also coordinates Moody’s Global Automotive Industry Outlook and sector research. Previously, Matthias was responsible for a diverse portfolio of manufacturing, business services, real estate and consumer goods companies based in Europe.
Matthias has 25 years of experience in corporate ratings and financial analysis from a credit and equity perspective. He is a frequent speaker at investor conferences on Corporate Finance topics, especially on the automotive industry, application of rating methodologies and on supply chain finance. Matthias joined Moody’s in 2013, as a Senior Analyst of the Infrastructure Finance Team in London. Prior to this, Matthias worked for Macquarie, Sal. Oppenheim and Banco Santander as an equity research analyst focusing on European utilities. Matthias is a CFA charter holder and an Ambassador of the CFA Society to Moody’s. He also holds the CEFA qualification from the German Association of Financial Analysis and Asset Management (DVFA). Matthias has a degree in Business Administration from the Baden-Wuerttemberg Cooperative State University (DHBW), Mannheim, Germany.
Götz Grossmann is a Senior Analyst within Moody’s EMEA Corporate Finance Group based in Frankfurt. He has lead responsibility for a portfolio of European high-yield and investment-grade steel, construction and manufacturing companies.
Götz joined Moody’s as an Associate Analyst in January 2011 covering companies in the automobile manufacturing, parts supplier and building materials industries.
Prior to Moody’s, Götz was an Assistant Manager in KPMG’s audit department based in London and Stuttgart.
Götz is a CFA charterholder. He has studied at Eberhard Karls University of Tübingen and holds a master degree in business administration (Diplom-Kaufmann).
Cindy Yang is a Vice President – Senior Analyst with Moody’s Corporate Finance Group, based in Beijing. She is responsible for Chinese local government financing vehicles ratings.
Before joining Moody’s, Cindy worked for PricewaterhouseCoopers in Hong Kong as a senior auditor. Cindy holds a Master of Corporate and Financial Law from the University of Hong Kong and a Bachelor of Business Administration from the Chinese University of Hong Kong. She is also a HKICPA and ACCA.
Rene Lipsch is an Associate Managing Director in the Corporate Finance Group at Moody’s Ratings, where he heads the US Automotive, Transportation & Capital Goods team.
Prio to his current role, Rene was a Senior Vice President in the same group, with responsibility for a portfolio of investment-grade and high-yield US automotive and capital goods issuers, following earlier coverage of the transportation sector.
Before joining Moody’s in 2013, Rene spent nine years in investment banking in London, working in Equity Capital Markets at Credit Suisse and in Corporate Finance at Merrill Lynch. Earlier in his career, he was a Dutch and international tax advisor with Loyens & Loeff in Rotterdam and Hong Kong.
Rene holds an M.Sc. in Finance from London Business School and a M.Sc. in Economics from Erasmus University in Rotterdam.
Gerwin Ho is a Vice President – Senior Credit Officer with the Corporate Finance Group in Asia. Based in Hong Kong, he covers a portfolio of Chinese corporates, including automotive-related, manufacturing and consumer-related companies.
Before joining Moody’s, Gerwin was a Director with Citigroup’s Equity Research Division in Hong Kong, where he headed the analysis of automotive companies in Asia and analyzed Chinese automotive and industrial companies.
He has also analyzed automotive, industrial, consumer and healthcare companies in China and Korea while working at Bear Stearns, ABN AMRO, Credit Suisse and Donaldson, Lufkin & Jenrette.
Gerwin holds a Bachelor of Science from the University of Toronto and an International MBA from York University.
Roman Schorr is a Vice President in Moody’s Corporate Finance Group. Based in Tokyo, Roman is responsible for a diverse portfolio of major Japanese corporates in the diversified manufacturing, technology, shipping, oil and gas and steel sectors.
Prior to joining Moody’s, Roman was a Director at Fitch Ratings in Tokyo, covering Japanese corporate credits, following his transfer from Fitch’s Frankfurt office. Previously, he was in corporate credit with Mizuho Bank in Dusseldorf.
Roman holds Masters degrees in Japanese Studies and Business Studies from the University of Duisburg-Essen, and in English Philology, Linguistics and Literature from Freie Universitaet Berlin. A native German speaker, Roman is fluent in English and Japanese.
Mortiz has more than 10 years of experience as a credit rating analyst. Since 2019 Moritz covers a portfolio of issuers in the chemical industry, which includes companies in the investment grade and high-yield space. Since joining Moody's Frankfurt office in 2012, Mortiz has covered companies from the semiconductor areospace & defense, investment holdings and manufacturing industries. Mortiz holds a Masters degree from the University of Hohenheim with a concentration in corporate finance and accounting.
Eric Greaser is a Vice President – Senior Analyst within the Corporate Finance Group based in New York. He covers a portfolio of automotive parts suppliers and logistics companies. Before joining Moody’s, Eric was a senior buyside analyst at several collateralized loan obligation and credit hedge funds covering diversified industrials, aerospace & defense and business services companies. Eric holds a Bachelor of Science from Murray State University and a Master of Business Administration from Washington University in St. Louis.