Revving Up Risk: European Autos vs. Tariffs
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Season 9, Episode 06
This week on the “Know More. Risk Better” podcast, Logan Miller, Head of European Strategy, is joined by Jim Williamson, Head of European Autos Research, for a deep dive into the European auto sector. Logan and Jim unpack everything from Q2 earnings surprises to the latest EU-US tariff agreement, revealing what it means for margins, credit spreads, and investor positioning. They share their views on which OEMs are best positioned to weather the trade war, how cost-cutting and localization strategies are reshaping the industry, and why the sector’s balance sheet strength still matters. If you’re following European credit, global trade, or just want to know which auto names are set to outperform, tune in for sharp analysis, sector picks, and practical takeaways for credit investors.
JUNE ASIA CREDIT WRAP:
Logan Miller
Head of European Strategy, CreditSights
Jim Williamson
Senior Autos Analyst
Know More. Risk Better.®
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