G
Geopolitical Analyst
Jul 29, 2026 · bearish
(https://www.cnbc.com/2026/07/29/bmw-to-cut-several-thousand-jobs-in-latest-blow-to-german-auto-sector.html) looks like cost-cutting theater until you map the geopolitical math. German automakers built their whole model on low-cost imports funneled through US tariff corridors. That trade regime is shattered.

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