Is the "black swan" coming when 150,000 people go on strike at the three major U.S. car companies? What to do about the U.S. economy and the Federal Reserve

It is estimated that the 10-day strike by workers of the three major auto companies may cause economic losses of up to 5.6 billion U.S. dollars, and the U.S. auto industry will also be affected. Not long after, the Federal Reserve is about to hold its September interest rate meeting, and the strike will also put the Federal Reserve in an even more dilemma.

David Huang has worked for the consulting company Roland Berger Automotive Group and a European car company for many years, and now serves as the director of the strategy and marketing department of a world-leading auto parts company. In an interview with a reporter from China Business News, he said that the rise of new energy vehicle companies, including Chinese new energy vehicle companies, has caused a significant reduction in orders from the three American giants and many European car companies in the first half of the year. This situation is coupled with the pressure of high inflation and rising production costs in the United States. The three giants are already thinking about their next strategic breakout plan. In this context, in addition to affecting U.S. auto production, the strike will also affect the transformation of the Big Three, and their electric vehicle roadmaps may be delayed to 2024