Global Autos Daily Morning News

The report provides a global update on the automotive sector, highlighting UAW strikes at Dauch Corp and strong May sales for Chinese NEV manufacturers amidst a backdrop of downgraded European growth forecasts.

Key Takeaways

• 1.A UAW strike at Dauch Corporation's Three Rivers plant threatens GM's heavy-duty truck production, though a swift resolution is expected.
• 2.Chinese New Energy Vehicle (NEV) makers reported strong May sales, with BYD returning to positive YoY growth and Leapmotor hitting record volumes.
• 3.The Euro area growth forecast for 2026 has been slashed to 0.5% due to a Middle East energy shock, with ECB rate hikes anticipated in summer 2026.

Table of Contents

• INVITE: Truck’n’Roll - Truck IAA Field trip (9/15-16)
• Dauch Corporation - Strike on the Rocky (Yu)
• May sales: Leapmotor, XPeng, BYD, Geely, Chery, Li Auto & NIO (Wang)
• China NEV demand leading indicator (weekly new orders) - May 5th week (Wang)
• Focus Europe - WO Forecast Update: An unavoidable shock (Wall/Winkler)
• Fed Watcher - Hawks on hold...for now (Yang)
• US Economic Perspectives - US outlook Cliffs notes (June 2026) (Luzzetti)
• World Outlook - 1999 meets 1990 (Reid/Folkerts-Landau)
• Thematic Research - This Month in Geopolitics: June 2026 (Belopolsky)

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