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Robin Brooks, industry influencer, highlights that Germany's car exports to the U.S. are at their lowest level in many years when measured as a percentage of total German car exports.
He adds that the U.S. is now threatening higher tariffs on vehicle imports from the European Union, signaling that the economic shock impacting Germany is escalating.
Brooks has previously highlighted that foreign inflows into the U.S. have reached record levels despite tariff concerns last year. He has also drawn attention to growing risks in global debt markets linked to fiscal policy and inflation. His recent commentary adds to a series of warnings on shifting global trade and capital patterns.