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Ford executive chair gets involved in contract talks during uncommon presentation_我的网站

中国梦之声

一 | DETROIT -- Ford Motor Co. Executive Chairman Bill Ford called on autoworkers to come together to end a monthlong strike that he says could cost the company the ability to invest in the future.In a rare speech during contract talks in the company's hometown of Dearborn, Michigan, Ford said high labor costs could limit spending to develop new vehicles and invest in factories. “It’s the absolute lifeblood of our company. And if we lose it, we will lose to the competition. America loses. Many jobs will be lost,” said the great grandson of company founder Henry Ford.The company, he said, builds more vehicles in America and has more United Auto Workers employees than any company, which has increased its costs in a highly competitive industry.Ford has 57,000 UAW workers compared with 46,000 at GM and 43,000 at Stellantis. “Many of our competitors moved jobs to Mexico as we added jobs here in the U.S.,” Ford said.The company is near an impasse with the United Auto Workers union, which walked out in targeted strikes at all three Detroit automakers on Sept. 15, Last week 8,700 union members walked out at the largest and most profitable Ford plant in the world, the Kentucky Truck Plant in Louisville. Ford said the strike at the Kentucky plant is harming tens of thousands of Americans who work for parts suppliers and Ford dealers. The strike also could cause a fragile parts supply base to collapse, he said. “If it continues, it will have a major impact on the American economy and devastate local communities,” he said.There was no immediate response from the UAW early Monday. Ford, only the fourth family member to lead the 120-year-old company, said he has watched other companies lose their auto industries, then all of their manufacturing base. He said strong American manufacturing is essential for national security. “We need to come together to bring an end to this acrimonious round of talks,” Ford said. “I still believe in a bright future – one that we can build together. I still believe the automobile industry is a major force for good in our country. We will continue to be there when America needs us most.”Last week, after the Kentucky strike began, a top Ford executive said on a conference call with reporters that Ford had reached the limit in how much it was willing to spend to end the strike. The speech from Ford arrives with the entire auto industry making a historic and expensive shift from internal combustion engines to electric vehicles.UAW President Shawn Fain has said Ford and crosstown rivals General Motors and Jeep maker Stellantis are making billions in profits, and that workers should get a share. He says the workers should be repaid for sacrificing general pay raises, cost of living adjustments and agreeing to lower wage tiers to keep the companies afloat during the Great Recession.The union began striking at targeted factories after its contracts with the companies expired. It started picketing one assembly plant from each company, but that has since spread to 38 parts warehouses at GM and Jeep maker Stellantis. The UAW later added another assembly plant at both GM and Ford.Last Wednesday Fain made the surprise announcement that the union would walk out at the Kentucky plant, which makes Super Duty pickups and large Ford and Lincoln SUVs.About 34,000 of the union's 146,000 employees at all three automakers are now on strike.Kumar Galhotra, president of Ford Blue, the company’s internal combustion engine business, told reporters Thursday that Ford stretched to get to the offer it now has on the table.The apparently widening labor rift suggests Ford and the union may be in for a lengthy strike that could cost the company and workers billions of dollars.Fain said on Wednesday that Ford told UAW bargainers for nearly two weeks that it would make another counteroffer on economic issues. But at a meeting called by the union, the company didn’t increase its previous offer, Fain said. “Ford hasn’t gotten the message” to bargain for a fair contract, Fain said in announcing the walkout by 8,700 workers at the company’s Kentucky Truck Plant in Louisville.“We’ve been very patient working with the company on this,” he said in a video. “They have not met expectations, they’re not even coming to the table on it.”Galhotra called Ford’s offer “incredibly positive” and said Ford never indicated to the union that it would be increased.“We have been very clear we are at the limit,” he said on a conference call with reporters. “We risk the ability to invest in the business and profitably grow. And profitable growth is in the best interest of everybody at Ford.”The company has a set amount of money, but is willing to move dollars around in a way that might fit the union’s needs, he said, adding that he still thinks it’s possible to reach a deal.The union has said Ford’s general wage offer is up to 23% over four years and that it has reinstated cost of living raises. GM and Stellantis were at 20%. But Fain said none was high enough.。

二 | 本篇评级为★★★，主要围绕以下内容展开： 1、日本领跌全市场，短期压力无解； 2、人工智能下游应用"蠢蠢欲动"，多大的机会？ 3、黄金回调后，会重新吸引资金吗？如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、日本领跌全市场，短期压力无解今天市场受到的外部扰动比较大，尤其是日本因素和美国因素都在市场上造成了负面的叠加。我们先看日本这边。今天日经225指数跌幅超过3%，领跌全亚洲市场。其中一个触发因素大家都知道，就是日本首相没底线的发言遭到了中国严厉反制，起到了震慑作用。

三 | 还有一个更重要的原因，其实是市场猜测日本新上来的这位首相会采取大规模的刺激方案，现在这个刺激方案好像已经快到临门一脚的阶段。大规模的刺激意味着国债规模会迅速扩大，国债的供给量会增大，传导到市场，就是大家看到国债的价格下跌，国债收益率上升。尤其是今天长期的30年期国债收益率涨了1.72%，是比较少见的，现在30年期国债收益率达到了3.31%，这个国债收益率比中国同期的国债收益率还要高。日本国债的市场又非常敏感，因为它容易串联到全球，造成全球的震动。日本有大量的资金是低利息借贷之后，转换成其他国家的货币投到了全球，所以当日本这边的货币政策或者它的国债市场，或者它的利率出现变动的时候，容易传染到全球，大家跟着一起去波动。所以今天日本不光在全球制造了波动，实际上它国内这个情况也比较微妙，它的债券市场、外汇市场以及它的股票市场出现了三杀的局面。接下来就是一个比较敏感的窗口期，日本会作何处理？这个地方要留意一下，日本的国内的金融市场跟全球不太一样，过去的这么多年以来，日本发行国债或者是日本的这个股票市场，它最大的一个买家其实是来自于它本国的央行。

四 | 这一次还是这个样子的，就是日本央行要不要过来接？要不要过来抬轿子？就日本搞这个财政扩张，央行这边来这个收国债，顺便去发行一大堆的这个资金，印一大堆的钞票，如果还搞老的这一套的话，或许会短时间去平息一下市场的恐慌情绪，但是没有办法解决根本性的问题。本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换输入“妙投888”即可领取。