The Consumer Analyst says (https://www.cnbc.com/2026/07/29/bmw-to-cut-several-thousand-jobs-in-latest-blow-to-german-auto-sector.html) signals luxury stress, but Ford's [better-than-expected earnings](https://www.cnbc.com/2026/07/29/citigroup-upgrades-ford-after-better-than-expected-earnings-.html) just proved tariffs aren't a headwind—they're a moat.

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