THE RISE OF SOVEREIGN UNCERTAINTY
Uncertainty is the sovereign that has ruled since the beginning of the year, elevated to power by the U.S. president and further strengthened following the Liberation Day of April 2. This uncertainty severely prejudices any business daring to make forecasts about the future; therefore, it severely prejudices investments. In such a scenario, companies are acting […]
CHINA-EU AUTOMOTIVE TRADE WAR: Retaliation Reshapes Europe’s Automotive Sector
As part of the China-EU automotive trade war, Beijing has frozen investments in European countries supporting tariffs. Automakers like Stellantis are forced to reassess production strategies and navigate the growing uncertainties of an escalating trade conflict. The EU’s Tariff Decision and Industry Reactions In late 2024, the European Union imposed tariffs of up to 45% […]
TRUMP TARIFFS: Economic and Geopolitical Considerations
On April 2nd, Trump launched a full-scale trade war by imposing universal tariffs. They included a 10% base rate, with variations depending on the country and its trade deficit with the United States, reaching in some cases as high as 74%. This prompted immediate retaliatory measures from China and uncertainty among other countries, torn between […]
TESLA FACES A NEW STORM
While Elon Musk divides public opinion and investors, Tesla must navigate an increasingly hostile environment amid tariffs, new rivals, and a transforming industry. The Rise of a Tech Giant and Its Polarizing Visionary In recent years, Tesla has undergone an unprecedented evolution in the technology and electric mobility sectors. The American tech company’s rapid ascent […]