2026 年核心图表与热点观点-Key charts and some hot takes for 2026

ab 21 December 2025 Global Research Road & Spak Key charts and some hot takes for 2026 This will be the final Road & Spak for 2025. From all of us on the UBS US autos team, happy holidays, and happy new year. Please be sure to check out our 2026 outlook for US autos. Below, please find 5 interesting charts from that report, and we add in some "hot takes" (unlikely but not completely implausible predictions). Figure 1: US autos overall outperform trough to trend. Both the D3 and US suppliers underperform in ...