Daimler Truck gathered analysts in Boston this week for a series of business updates often punctuated by the words “in sunny conditions.” The description was less of a hedge on performance than a description of where the global market-leading OEM sees its business heading. CFO Jochen Goetz explained how the terminology came about. “The analogy of rainy, fair and sunny goes back to our first Capital Market Day when we said, ‘We are a cyclical industry.’ Obviously our profitability targets depend on how the weather is outside and translated to how the markets are.” Sunny days So, on the sunny...