In this episode, we dive into Ford Motor Company’s surprising Q1 2025 earnings report, which exceeded Wall Street’s expectations — but came with a major caveat. Ford has suspended its full-year guidance due to a projected $2.5 billion impact from President Trump’s new tariffs, offsetting only $1 billion through internal cost-saving measures.
We unpack the key takeaways from Ford’s quarterly results, why electric vehicle losses are narrowing, how much car prices could rise this year, and why the company is warning of potential supply chain disruptions and future tariff risks.
Whether you’re a market watcher, auto industry enthusiast, or policy observer, this episode offers critical insights into the intersection of global trade policy and U.S. automakers.
