[UAW extends Ford, Fiat Chrysler pacts; strike possible at GM]

A couple of days away from the start of week 5 of the strike.

New UAW wants are U.S. Equinox production, and increase in Pension pay & benefits for GM's current retires.

But GM and UAW still haven't solve the core problems of temps/"part timers" and pay.

 

U.S. Equinox production would probably be the end of the road for CAMI and GM making vehicles in Canada.     

[Ford Germany sales Up 27.5 percent, best passenger sales since 1996]

9 minutes ago, ausrutherford said:

Probably 5 and 7/8 seater versions.

 

That is the designation separating the Commander and Grand Commander sold in China.

 

Likely depends if FCA chooses to call 3 row Grand Cherokee  "Grand Cherokee".

There a "Suburban-Size" Jeep BOF , and "Tahoe-Size" Jeep BOF models.

[UAW extends Ford, Fiat Chrysler pacts; strike possible at GM]

On September 19, 2019 at 3:56 PM, ausrutherford said:

UAW doesn't have the money to pay its members for that long.

 

Moody's is threating to downgrade GM's credit rating to Junk:https://seekingalpha.com/news/3500034-gm-ends-strikers-healthcare-junk-floated-moodys

[UAW extends Ford, Fiat Chrysler pacts; strike possible at GM]

17 hours ago, ausrutherford said:

Basically, GM is going to rougher deal than both Ford and FCA for the union will have spent so much time and money on the strike on GM.

 

But Ford and FCA are more sensitive to a strike than GM. The fire at a F-Series supplier that hurt production for one week cost Ford $800 million, while the RAM production problems costed FCA over $1 billion (U$D).

 

UAW should drag GM to Halloween where GM will cave in big time.

[GM August 2019 Sales Estimates]

Full size SUV production is where the strike will hurt GM the most.

 

The "XT" family at Cadillac seems to be doing well.

[August Sales?]

14 hours ago, jpd80 said:

With respect, it's not about gas prices, they are actually the last nail in the coffin.

the whole thing is spinning on easy credit and lowish interest rates.

 

So many vehicles now are being financed with optimistic residuals to keep repayments down,

manufacturers want people turning their vehicles over every three or four years...

 

But have used vehicle resideuals held up better than many of the forecasts? Ford credit profits have been good.

Question to you (or anybody) how has RAM been doing since the change to quarterly reporting?  

 

1 hour ago, Dequindre said:

Not a bad month for Ford, all things considered. The loss of Focus volume alone can nearly explain the decline (and that's not even taking into account the Explorer, C-Max, and Taurus). 

I see good things ahead for Ford sales given all the new & important product coming. The only question is how disruptive is the F-150 change over on inventory/availability.