Global Truck Barometer Jul~24: Navigating through a gloomy outlook
UBS·2024-08-14 11:22
ab 13 August 2024 Global Research and Evidence Lab Global Truck Barometer Jul-24: Navigating through a gloomy outlook Equities Global Industrial Fundamentals back in the driving seat with share price deratings across OEMs If the market was already concerned about a more weaker truck market in H2, the recent market volatility only further amplified these concerns with Truck crowding scores becoming increasingly negative/less positive in August. Across results, we heard more negative commentary over the Europ ...