EU-US trade deal impact on German autos

Volkswagen Group (VOW3.DE) will announce increased capital allocation to US production facilities (minimum $500M additional investment) within 150 days following a confirmed EU-US trade deal with automotive tariff reductions.

A favorable EU-US trade agreement will result in Mercedes-Benz Group (MBG.DE) increasing 2024 guidance for automotive division revenue growth by minimum 2 percentage points within 120 days of deal finalization.

An EU-US trade deal reducing tariffs on German automotive exports will increase BMW (BMW.DE) stock price by at least 5% within 90 days of deal announcement, driven by improved profit margin expectations.