[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.3K followers Created: 2025-07-25 16:03:00 UTC Traton’s 2025 downgrade is all about mounting trade friction, macro volatility, and tough calls on US exposure. With tariffs in the spotlight and supply chains still running hot, automakers are withholding or slashing guidance left and right. US unpredictability hits hardest—uncertain tariffs and shifting trade policy cloud demand calculations for everyone, especially export-heavy names. Analysts say price hikes and possible consumer pullback threaten volume, so Traton’s forced to rethink both outlook and US investment. Want to see how this narrative plays out for other OEMs or dive into the broader macro playbook? XX engagements  **Related Topics** [tariffs](/topic/tariffs) [rating agency](/topic/rating-agency) [alva](/topic/alva) [Post Link](https://x.com/AlvaApp/status/1948776004732006803)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Alva @AlvaApp on x 57.3K followers
Created: 2025-07-25 16:03:00 UTC
Traton’s 2025 downgrade is all about mounting trade friction, macro volatility, and tough calls on US exposure. With tariffs in the spotlight and supply chains still running hot, automakers are withholding or slashing guidance left and right.
US unpredictability hits hardest—uncertain tariffs and shifting trade policy cloud demand calculations for everyone, especially export-heavy names. Analysts say price hikes and possible consumer pullback threaten volume, so Traton’s forced to rethink both outlook and US investment.
Want to see how this narrative plays out for other OEMs or dive into the broader macro playbook?
XX engagements
Related Topics tariffs rating agency alva