Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: TH who wrote (28656)	4/27/2005 2:44:44 PM
From: mishedlo	Read Replies (1) of 116555

Maybe Toyota wants to protect their bottom line and recognizes the cost increase pressure building in the supply pipeline. A thin effort at collusion maybe. And to the Toyota way of thinking (and Honda) any increase by the US automakers that is matched by the Japanese will still be "advantage Japanese". Did everyone see the story on Lear last weekend? I can dig it up if it was missed. Bottom line pain at one of the big dogs. More to come. TH P.S. Nice blog entry last week. What is Lear? I might have missed it As for Toyota I think they realize that inly so many cars are going to be sold in the US regardless of price "Import Quotas" will raise their price and perhaps profitability and that will NOT do GM any good at all. A more sinister idea is they wnt to keep GM alive to prevent REAL competition from China and South Korea maybe? Any thoughts on those ideas? Thanks for compliment on my blog. Mish

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