Market Domination anchor Josh Lipton breaks down the latest market news for July 28, 2025. United States and Chinese officials met in Stockholm, Sweden, to discuss an extension of a tariff pause. European automakers face 15% tariffs. We look at the impact of the US-EU tariff framework and what it means for European carmakers. For more Market Domination videos, please visit: https://finance.yahoo.com/videos/series/market-domination/ #youtube #stocks #investing About Yahoo Finance: Yahoo Finance provides free ...

Financial Impact - European automakers, including BMW and Mercedes-Benz, are expected to receive a €4 billion earnings boost from the EU-US trade deal [1]

Volkswagen's Challenges - Volkswagen faces a $15 billion tariff hit in the first half of the year, leading to a lowered full-year forecast [1] - The company is particularly exposed in the US market, importing 80% of its vehicles [2][3] - Volkswagen encounters hyper-competitive market conditions in China, traditionally one of its largest and most profitable markets [4] - Stricter European CO2 requirements are forcing increased sales of EVs, which have lower profit margins compared to internal combustion engines [5] - Profits from Audi and Porsche, Volkswagen's luxury brands, experienced a significant collapse during the quarter [5] Trade and Tariff Implications - The assumed tariff rate is 275%, but a trade deal could potentially lower this number, similar to the 15% rate for Japan [6] - A potential trade agreement with Japan is considered a win for Japan, allowing them to avoid harsher tariffs and export volume restrictions [11][12] - US automakers may face disadvantages as North American-built vehicles with significant US content could face a 25% import tariff from Mexico or Canada, higher than Japan's 15% tariff [13] Competitive Positioning - Chinese domestic brands are well-positioned due to their focus on domestic growth and lack of distraction from tariffs [7] - Toyota is also well-positioned with a strong strategy in EVs and hybrids, along with a solid brand image [8] - US automakers like Ford and GM have strong franchises in SUVs and trucks, driving profitability [9]

Reduced tariffs on US car imports, as outlined in President Donald Trump’s trade pact with Japan, will ease but not completely lift the burden on the nation’s automakers, Mitsubishi Motors says https://t.co/3IPLYDA0VE ...

Tesla’s efforts to offset slumping European sales with gains in Turkey may be at risk after a surprise tax hike in one of the automaker’s fastest-growing markets https://t.co/kjcbOFWoYM ...

Detroit’s automakers blasted the Trump administration’s trade pact with Japan as a “bad deal” for the U.S. car industry, but global auto stocks rallied on news of the agreement https://t.co/qatBNKcPku ...

ROLE IT SHOULD PLAY. A♪ SHERY: THIS IS "THE ASIA TRADE." HAIDI: A COURSE IS OPEN AHEAD FOR ASIA AS INVESTORS AWAIT HIGH-STAKES U.S. MEGA CAP EARNINGS LOOKING FOR EVIDENCE THE RATE CAN BE SUSTAINED. AND THE TREASURY SECRETARY TO MEET CHINESE OFFICIALS NEXT WEEK FOR A THIRD ROUND OF TRADE TALKS.SCOTT BESSENT SAYING HE EXPECTS AN EXTENSION TO THEIR TROOPS. PLUS, MICROSOFT ACCUSES CHINESE-SPONSORED HACKERS OF A CAMPAIGN OF GLOBAL ATTACKS EXPLODING FLAWS IN ITS SHARE POINT SOFTWARE. SHERY: WE HAVE SEEN SOME VOLA ...

Japan’s automaker shares surged after broadcaster NHK reported the US government will set 15% tariffs on car imports from the country https://t.co/gZpoUHG4jJ ...

Market Trends & Industry Dynamics - Japan's automakers are increasing loan rates [1] - This is a consequence of the Bank of Japan's shift away from three decades of ultra-loose monetary policy [1] Potential Impact on Consumers - The central bank's policy shift is affecting consumers [1]

US auto production is slowly increasing after two months of tariffs. Philippo joins us right now. He's got the details on that. Phil, good morning. Good morning, Becky. This is a good snapshot to look at what the impact has been of the tariffs. And remember, anything built in Canada, Mexico, over in Asia, in Europe, there's a 25% tariff for those vehicles coming into the country. There may be some offsets with US MCA, but the bottom line is this. Automakers have said, "What production do we have in the US. ...