Published: September 11, 2025
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Japan to North America auto prices have plunged. GS: The cumulative decline since April now stands at -20%. It is possible that Japanese exporters have lowered export prices from Japan to mitigate the tariff impact on local selling prices in the US, following the imposition of
@MikeZaccardi I was told that the American consumer would be paying this tariff in particular
@MikeZaccardi Japanese auto export prices to North America drop sharply—tariffs clearly shifting market dynamics.
@MikeZaccardi will that red line creep back higher?
@MikeZaccardi Duh
@MikeZaccardi They lowered their prices 19.4% a couple of months ago to eat the tariffs. Would you like to know more?