Why Evercore Is Skeptical of Daimler's Trade War Excuse

The transcript discusses the risk assessment by a company regarding potential tariffs and their impact on German OEMs, particularly Daimler. It highlights the challenges faced by the auto industry, including market conditions, tech disruptions, and an aging product portfolio. The discussion also covers Daimler's strategy and the pressures from competitors like BMW and Audi.

What are the implications of the US-China tariffs on German OEMs as mentioned in the text?

In what ways has Daimler's product cadence been described over the last few years?