We're likely to see what we would have called a soft landing six months ago. but as we got closer we got more scared of it.
I'm not persuaded that they will immediately hit assembly capacity. They might want to wait and see how hard and soft the landing is, and might try to see what they can do quickly to reconfigure production.
I'm not persuaded that they will immediately hit assembly capacity, ... They might want to wait and see how hard and soft the landing is, and might try to see what they can do quickly to reconfigure production.