US Outlook Conference – Industrials and Basic Materials: Credits in the Cross Hairs

We explored the key factors impacting the Auto, Metal, Aviation, and Chemical industries, examining incoming Trump administration proposals that included EV mandates, regulatory standards, DOGE, and USMCA. We also examined China, as well as delved into our more topical names like Ford, GM, Boeing, Delta, Glencore, Celanese, and Bayer.