Published On: December 18th, 2025Categories: Trade Ideas
Ford has announced a significant strategic reset, refocusing its electrification roadmap around profitability, cash generation, and customer demand rather than EV scale. In this flash report, we assess the implications of this shift in light of recent results, rating-agency commentary, and a changing regulatory backdrop. From a credit perspective, the reset strengthens Ford’s investment-grade trajectory and supports a constructive view on its bonds.
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