Race Against Time: U.S. Trade Blitz Leaves Allies Scrambling for Attention

China–U.S. Trade War

Economic

Summary:

With only two of 90 intended trade deals completed one-third into the deadline, the Trump administration’s unpredictable strategy is forcing countries into a frantic bid to avoid tariff reinstatements...

Slow Progress Despite Bold Ambitions

The United States' announcement to secure 90 trade agreements within 90 days—starting April 9 and ending July 8—has introduced unprecedented urgency into global trade negotiations. Yet by mid-May, only two deals had been finalized: one with the United Kingdom and one with China. While the former had been in discussion for over a decade and the latter was a sharp reversal of Trump's earlier tariff-heavy approach, neither yielded major concessions to Washington. Nonetheless, China’s success in securing a deal early has sparked both frustration and intensified competition among the remaining 88 nations, many of whom fear being sidelined as the July 8 deadline looms.

The Prioritization Dilemma and Unstable Negotiation Hierarchy

The erratic rhythm of U.S. diplomatic scheduling has disrupted the usual predictability of international negotiations. Delegations from across the globe have poured resources into trade missions to Washington, only to find American negotiators either overseas or unresponsive. Even major economies like the European Union have found themselves at the bottom of the priority list, with President Trump labeling the bloc as “harder to negotiate with than China.” By contrast, countries like Switzerland have seen their standing boosted overnight simply due to diplomatic warmth or convenient timing.

There appears to be no consistent logic in prioritization. Although about 20 economies are currently favored—ranging from heavyweights like Japan and the EU to smaller players such as Fiji—any perceived delay or friction can instantly demote a country’s position. Japan, for instance, was quickly deprioritized after criticizing U.S. demands, while India lost momentum due to slow progress, only to retaliate by filing trade complaints with the WTO.

In contrast, countries like Argentina have received favorable access likely due to personal rapport between leaders. The short-lived nature of these “windows of opportunity” has created a volatile and anxiety-driven environment, where the real fear is no longer about achieving a deal but about being left behind.

China’s Early Breakthrough and Its Ripple Effects

The agreement with China, while devoid of substantial U.S. gains, had significant symbolic impact. It provided Beijing with tariff relief and political leverage, while forcing other trade partners to reassess their strategies. The deal's more controversial clauses, such as Washington’s conditional influence over foreign ownership of British steel plants, raised alarm in Beijing. Officials there interpreted the U.S.-UK agreement as indirectly targeting China, especially clauses citing national security justifications.

The geopolitical sensitivity has placed additional pressure on middle-power countries, who now find themselves balancing between accommodating Washington’s demands and avoiding retaliation from China. For many negotiators, the first question posed by U.S. officials—“What are you doing about China?”—underscores how trade talks are now often a proxy for broader strategic alignment.

Negotiation Bottlenecks: More Than Just Tariffs

Trade talks are further complicated by sudden and unexpected disputes. Technical disagreements over agricultural standards, auto import caps, or steel quotas often derail sessions. Some issues stretch far beyond trade—such as Thailand’s decision to drop charges against a jailed American scholar on May 1—which, while framed as independent, are seen as goodwill gestures within a broader negotiation context.

These frictions are difficult to resolve quickly. In a typical multilateral environment, such points would be debated over years through steady diplomatic channels. However, Trump’s accelerated timeline forces negotiators to either accept U.S. terms rapidly or risk removal from the priority queue.

Unpredictability Undermines Traditional Trade Logic

Three clear features define the U.S. approach so far: the inability to hold sustained attention on any single country, the geopolitical shadow cast by China, and the emergence of unpredictable sticking points.

Traditional logic—where detailed frameworks are negotiated gradually—has been abandoned in favor of an opportunistic, transactional model. The Trump team’s readiness to move on at the slightest impasse leaves many governments stranded mid-negotiation. Even countries that secure temporary attention often fail to maintain it long enough to complete a deal, making it difficult to translate diplomatic momentum into binding agreements.

This volatility amplifies the pressure on foreign policymakers. For many, the objective is no longer to secure a deal quickly but simply to avoid falling off the radar. With the administration needing to demonstrate its tough stance is effective, some nations may even be made into examples through punitive tariffs if progress stalls.

Looking Ahead: Unrealistic Targets and Prolonged Uncertainty

It is increasingly unlikely that the U.S. will meet its original goal of 90 trade deals by July 8. However, observers expect that more agreements will be signed under the shadow of urgency, while others may stretch beyond the deadline. Hopes remain that the temporary suspension of tariffs will be extended to prevent a sharp disruption in global trade ties.

Nonetheless, as noted by Josh Lipsky from the Atlantic Council, Trump’s strategy demands at least a few high-profile demonstrations of strength to maintain credibility. This creates a high-risk environment for countries not yet prioritized, where diplomatic survival now depends on speed, flexibility, and, at times, sheer luck.

Source: The Economist

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China–U.S. Trade War

Equity Markets React to Economic Uncertainty in China and the U.S.

Asian stock markets opened the week on a cautious note, reflecting investor anxiety over conflicting signals from China and mounting fiscal and policy uncertainty in the United States. The MSCI Asia-Pacific Index outside Japan declined by 0.2%, while Japan’s Nikkei fell 0.6%. Chinese blue-chip stocks also shed 0.4%, weighed down by disappointing April retail sales figures despite a more resilient-than-expected industrial output.

The sell-off coincided with a dip in U.S. equity futures, with S&P 500 futures down 0.8% and Nasdaq futures off 1.1%, reversing part of last week’s gains triggered by President Trump’s decision to temporarily reduce tariffs on China. However, Moody’s recent downgrade of the U.S. credit rating reignited concerns over long-term fiscal sustainability and erratic policy direction.

Mixed Economic Signals From China Fuel Volatility

The release of China’s April economic indicators revealed a complex and uneven recovery. Retail sales rose only 5.1% year-on-year, missing analyst expectations and indicating fragile consumer confidence, likely affected by continued external pressures and weak domestic demand. Meanwhile, industrial output grew 6.1%, outperforming forecasts, although this was a slowdown from March’s 7.7% growth rate.

This divergence in performance within the Chinese economy points to a recovery model still heavily reliant on manufacturing and exports, while household consumption—the intended engine of sustainable growth—remains subdued. The data further reinforce investor doubts about the resilience of China’s economic rebound amid U.S. tariff escalations.

Moody’s Downgrade Adds Pressure to U.S. Markets

Concerns over U.S. economic management intensified after Moody’s downgraded the country’s sovereign credit rating. The move was linked to the growing size of U.S. debt—now exceeding $36 trillion—and additional pressure from proposed Republican tax cuts that could add between $3 trillion to $5 trillion in new liabilities over the next decade.

In response, U.S. Treasury yields rose by 5 basis points to 4.49%, reflecting reduced demand for government bonds amid debt concerns. Despite this increase in yields, the U.S. dollar weakened, with the euro appreciating to $1.1180 and the yen gaining to 145.19 per dollar. This currency movement signals broader investor disillusionment with the consistency and reliability of U.S. policy, as echoed by ECB President Christine Lagarde, who suggested recent dollar weakness may be linked to declining global confidence in U.S. governance.

Global Trade Tensions and Central Bank Outlook Weigh on Risk Sentiment

The broader geopolitical context continues to add complexity. U.S. Treasury Secretary Scott Bessent reaffirmed the administration's hardline stance on trade, warning that countries unwilling to negotiate in “good faith” would face the maximum level of tariffs. Such rhetoric, alongside ongoing trade meetings with the G7 and EU leaders, is keeping markets on edge, especially as the effective U.S. tariff rate is now estimated at 13%, equivalent to a tax shock equal to 1.2% of GDP.

This backdrop of policy unpredictability is contributing to the downward pressure on risk assets, especially in Asia, where economic linkages with the U.S. remain critical. Analysts are closely watching corporate earnings from U.S. retail giants like Home Depot and Target for signs of how American consumers are responding to inflation and tariffs, which could further influence global risk sentiment.

Commodities Diverge as Inflation Hedges Reassessed

In the commodities market, gold saw renewed buying interest, rising 0.6% to $3,222 an ounce after a sharp decline the previous week. The uptick likely reflects a flight to safety amid global macro instability. On the other hand, oil prices remained under pressure. Brent crude slipped to $65.22 per barrel and U.S. crude declined to $62.34, amid speculation that OPEC and Iran could ramp up supply, potentially weakening prices despite geopolitical tension.

Asian markets are navigating a volatile intersection of economic fragility in China, deteriorating fiscal signals from the U.S., and escalating global trade tensions. While temporary market rallies have been driven by policy shifts—such as tariff suspensions—the underlying investment climate remains fragile. Until more consistent economic leadership and stronger domestic consumption signals emerge, both in China and the U.S., market sentiment is likely to remain subdued.

Source: Reuters

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BOJ Signals Conditional Rate Hikes Dependent on Economic Rebound

In a statement before parliament, Bank of Japan Deputy Governor Shinichi Uchida reaffirmed that the central bank remains open to further interest rate hikes if the Japanese economy manages to rebound from the negative effects of heightened U.S. tariffs. While maintaining a cautious tone, Uchida noted that inflation is likely to hover around the BOJ’s 2% target provided there is sustained recovery in economic activity. However, he warned that the overall outlook remains uncertain, particularly due to unpredictable trade policy shifts among major economies.

This cautious stance follows Japan’s latest GDP data showing a sharper-than-expected contraction in the March quarter, the first decline in a year. The pullback highlighted the economy’s vulnerability, especially as external headwinds like trade disruptions weigh more heavily on Japan’s export-reliant sectors.

Inflation Driven by Import Costs, Not Demand Strength

While headline inflation has remained relatively close to the BOJ's target, Uchida clarified that the recent uptick in domestic prices primarily stems from rising import and food costs rather than stronger consumer demand. Price increases in key essentials such as rice and other staples have been particularly burdensome for households, leading to weaker consumption patterns.

This indicates that inflationary pressures are not rooted in robust internal demand but in cost-push factors. The implication is that, although inflation appears stable on the surface, it does not necessarily reflect a healthy economic environment, raising questions about the sustainability of further monetary tightening.

Trade Policy Turbulence Complicates Monetary Strategy

The central bank's policy trajectory is being clouded by what Uchida described as “extremely high uncertainty” surrounding global trade policy. With U.S. President Donald Trump implementing steep tariffs on imports, including Japanese goods, and retaliatory measures emerging in global markets, the risk of a slowdown in international trade is increasing. These developments have forced the BOJ to revise its growth outlook downward during its latest policy meeting held from April 30 to May 1.

The direct relationship between Japan’s growth forecast and external trade disruptions suggests that the BOJ will likely proceed with rate adjustments only if evidence of sustained economic stability becomes clearer. For now, the central bank is avoiding pre-committing to a specific policy path and instead maintaining a data-dependent approach.

Tightrope Between Stimulus Exit and Growth Fragility

Having exited its ultra-loose monetary policy in 2024 by raising interest rates to 0.5%, the BOJ is attempting to normalize its stance after years of aggressive easing. Nonetheless, the recent economic contraction and inflation driven by external costs pose a dilemma. Raising rates too aggressively could dampen fragile domestic consumption, while holding off could allow inflation expectations to decouple from underlying fundamentals.

In essence, the BOJ faces a complex balancing act. It must simultaneously watch for signs of a domestic rebound, evaluate whether inflation remains structurally aligned with its target, and respond flexibly to volatile trade and geopolitical shifts. Until greater clarity emerges, especially around U.S. trade policy direction and domestic consumer behavior, Japan’s monetary tightening will likely proceed cautiously and incrementally.

Source: Reuters

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China–U.S. Trade War

Retail Sector Falters Despite Broader Economic Improvements

Recent data from China’s National Bureau of Statistics reveals a concerning deceleration in retail sales growth for April, underscoring persistent weaknesses in consumer demand. Although sales rose 5.1% compared to the same period last year, this figure missed the 5.5% growth forecasted by economists and represents a slowdown from the 5.9% increase observed in March. The shortfall indicates lingering consumer caution, despite broader signs of stabilization in China’s post-pandemic economic landscape.

The discrepancy between expectations and actual retail performance suggests that household spending is not yet robust enough to sustain domestic-led growth. The rebound in consumer activity appears uneven and sluggish, with potential contributing factors including fragile household confidence, uneven wage growth, and remaining pandemic-related behavioral shifts.

Industrial Output and Fixed Investment Show Mixed Signals

In contrast to the retail performance, industrial production offered a glimmer of strength. Output expanded by 6.1% year-over-year in April, exceeding the 5.5% consensus estimate. While this marks a slight deceleration from March’s notable 7.7% increase, it suggests that export-oriented and manufacturing sectors have remained resilient. The data also implies that the initial impact of the new U.S. tariff measures—145% on Chinese goods—has not yet severely disrupted China’s production capacities.

Fixed-asset investment over the January–April period grew by 4.0%, narrowly missing the projected 4.2%. This category, which includes infrastructure and property investment, displayed clear signs of divergence. Notably, real estate investment plunged by 10.3%, highlighting the deepening strain on the property sector. This decline continues to weigh heavily on broader investment figures and exposes the limited effectiveness of recent policy support measures aimed at stabilizing housing markets.

Labor Market Stabilization and External Policy Developments

Labor market conditions showed mild improvement, with the urban unemployment rate easing from 5.2% in March to 5.1% in April. This marginal improvement may reflect better hiring in manufacturing and infrastructure, partially offsetting stagnation in service-related sectors linked to weak retail performance.

On the external front, recent geopolitical developments provided a short-term reprieve from escalating trade tensions. While the U.S. had implemented steep new tariffs, a subsequent diplomatic engagement in Switzerland led to an agreement between Washington and Beijing to temporarily reduce these levies for 90 days. This de-escalation contributed to greater investor optimism and prompted several global financial institutions to upgrade their GDP growth forecasts for China, although expectations for aggressive stimulus from Beijing were dialed back.

Economic Momentum Still Faces Structural Headwinds

The broader trajectory of China’s recovery remains subject to competing forces. On one hand, industrial production and employment metrics suggest areas of resilience, particularly in export-oriented and infrastructure-linked sectors. On the other, persistent underperformance in consumer spending and deepening real estate stress highlight structural impediments that limit the sustainability of domestic demand.

While the temporary reduction in U.S.-China trade tariffs may alleviate immediate external pressure, it does not resolve underlying uncertainties around global trade policy or domestic economic fragilities. The National Bureau of Statistics emphasized these concerns, stating that "many unstable and uncertain factors" continue to affect the recovery outlook.

In conclusion, the divergence between industrial strength and retail weakness captures the uneven nature of China’s current economic rebound. For sustained momentum, a broader revival in household consumption will be essential—one that may require more targeted fiscal measures, improved consumer confidence, and stabilization in the real estate sector.

Source: CNBC

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UK Growth Surprises to the Upside, Yet Uncertainty Lingers

The Office for National Statistics (ONS) confirmed that the United Kingdom’s GDP rose by 0.7% in the first quarter of 2025, outpacing the 0.1% increase in Q4 2024 and exceeding both the Bank of England’s 0.6% forecast and analysts’ consensus estimates. The March data, showing a 0.2% monthly increase, further contributed to a cautiously optimistic market response, nudging the British pound slightly higher against the US dollar.

Finance Minister Rachel Reeves praised the figures, noting the UK outperformed G7 peers like the US, Canada, France, Italy, and Germany in Q1. She emphasized that infrastructure investment and structural reforms are helping restore long-term economic confidence.

Strong Business Investment and Services Lead the Way

Growth was largely driven by the services sector, the backbone of the UK economy, along with a clear rebound in manufacturing. Notably, business investment surged by 5.9% quarter-on-quarter—the highest rate since 2023—highlighting renewed private-sector confidence.

However, some economists caution that this momentum might not be sustainable. According to the Bank of England, full-year GDP growth is projected at only 1% in 2025, rising modestly to 1.5% by 2027. Much of the Q1 boost may have stemmed from businesses frontloading orders and accelerating production ahead of new US tariff enforcement that began in April.

Trade Pressures and Fiscal Shifts Cloud the Outlook

The UK now faces multiple external and internal economic headwinds. Starting in April, the US imposed a blanket 10% base tariff on all UK imports, even after a limited trade agreement reduced duties on select goods like cars, steel, and aluminum. In exchange, the UK granted more market access for American agricultural products.

Despite these compromises, average UK export tariffs to the US remain elevated compared to pre-2024 levels. Complicating matters, broader transatlantic trade tensions between the US and the EU may indirectly affect UK supply chains, particularly for sectors integrated into European production hubs.

Domestically, rising corporate tax rates and a hike in the national minimum wage add to the cost burden on firms. While household spending remained surprisingly resilient through March and April, maintaining consumption in the face of inflation and high living costs remains a challenge.

Outlook: Resilience or Fragility?

In the medium term, the UK economy must navigate rising global trade protectionism, tight monetary policy, and uncertain investment flows. While Q1’s performance is promising, economists agree that flexibility in policymaking and restoring investor confidence will be crucial to sustaining recovery.

The coming quarters will test the government's ability to shield domestic growth from volatile trade dynamics while advancing structural reforms. Whether the UK can build on this early-year momentum or fall back into stagnation remains to be seen.

Source: Yahoo Finance

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China–U.S. Trade War

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Japan Pushes Back in U.S. Trade Talks to Defend Automotive Industry

As the United States ramps up protectionist measures under President Donald Trump, Japan is drawing a firm red line: no trade deal unless the 25% tariffs on Japanese automobiles are lifted. This bold position, voiced by Prime Minister Shigeru Ishiba, signals Tokyo’s determination to defend its auto industry, which contributes significantly to the country’s trade surplus and economic stability.

The U.S. tariffs have intensified pressure on Japanese carmakers, especially as exports to the American market form a crucial part of Japan’s $63 billion trade surplus with the U.S. With major manufacturers like Nissan urging swift clarity on trade rules, the Japanese government is navigating a tightrope—balancing strategic interests, electoral politics, and economic uncertainties.

Strategic Calculations and Domestic Constraints

Japan is open to compromise in some areas. It has shown willingness to increase agricultural imports from the U.S. and expand cooperation in sectors like shipbuilding. Yet Tokyo remains cautious in liberalizing agricultural markets, especially ahead of the upper house elections in July, where rural voters could swing outcomes.

Internally, Japanese firms are losing patience. Nissan’s Chief Planning Officer Ivan Espinosa warned that prolonged trade uncertainty hampers long-term investment planning. Meanwhile, Japan's economy contracted by 0.2% in Q1 2025, breaking a year-long growth streak—mainly due to export stagnation and inflation-driven consumer weakness.

These vulnerabilities weaken Japan’s negotiating leverage, especially as it depends on U.S. security guarantees and faces allegations of currency manipulation.

Uneven Playing Field and Geopolitical Pressures

Despite Japan’s clear stance, the U.S. continues to hold the upper hand. President Trump’s administration is reluctant to lift tariffs unless significant concessions are made. Previous proposals by Japan for enhanced technical and industrial cooperation have done little to shift the U.S. position.

Tokyo, for its part, flatly rejects any trade deal resembling the U.S.-UK model, which preserves a baseline 10% import tariff. Prime Minister Ishiba insists on complete tariff removal as a prerequisite for any binding agreement.

Talks Continue Under Growing Deadlines

With the suspension of retaliatory tariffs set to expire in early July, both sides are under mounting pressure to reach a breakthrough. Ongoing discussions—especially on steel, aluminum, and automotive duties—may offer some room for compromise. But stark differences in priorities and negotiating tactics suggest a comprehensive deal remains elusive.

In the meantime, Japan’s strategy reflects a broader diplomatic balancing act: defending national industry and economic autonomy while managing strategic ties with a dominant but increasingly unpredictable ally.

Source: Yahoo Finance

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China–U.S. Trade War

Trump’s New Tax Plan: Cash for Voters, Uncertainty for the Future

President Donald Trump’s latest tax proposal is poised to inject cash into Americans’ pockets beginning next tax season, with provisions such as a $500 child credit, a $1,000 increase in the standard deduction, and tax exemptions for tips and overtime pay. Babies born during Trump’s second term would even receive a $1,000 deposit in a newly created “MAGA account.”

These measures are designed to offer short-term financial relief, potentially giving many households several hundred dollars more each year. However, they’re also crafted with a built-in expiration date: the end of 2028—just before the conclusion of Trump’s second term.

A Strategy Built on Temporary Relief

This strategy of short-term tax cuts is not new for the Republican Party. But Trump’s plan takes it further, offering broad yet temporary benefits while avoiding the long-term budget implications of permanent cuts. Though parts of the 2017 tax cuts will be extended indefinitely—like lower income tax rates and higher estate tax thresholds—many of the new provisions are designed to expire.

Criticism from Economists and Democrats

Critics, including the Democratic Party and nonpartisan analysts, argue that the plan disproportionately benefits high-income earners and offers limited support for low-income families and children. The Center on Budget and Policy Priorities warns that stricter eligibility for child tax credits may result in 2 million children losing benefits.

Furthermore, economic analysts say the impact on overall growth will be minimal. The Tax Foundation estimates the plan will raise GDP by only 0.6% in the long run—far below the 1.7% boost from the 2017 tax law. Cato Institute’s Adam Michel calls the proposal “a political handout” that lacks real growth incentives.

Cost, Deficit, and Political Risk

The proposed tax package carries massive fiscal implications. Although Republicans estimate a cost of $3.8 trillion over nine years, critics argue this is understated. The Committee for a Responsible Federal Budget projects the plan could add $5.3 trillion to the deficit if temporary provisions are extended beyond 2028.

This shortfall raises serious concerns about potential cuts to Medicaid and food assistance programs, which could affect over 8 million low-income Americans. The temporary nature of these benefits also reduces their appeal to businesses, who value stability in tax policy.

Uncertain Legislative Future

While Republicans currently control Congress, the fate of the tax plan hinges on future political shifts. If Democrats regain control after 2028, they may choose not to renew Trump’s temporary tax cuts—especially given concerns over rising debt.

Still, the proposal reflects Trump’s campaign strategy: deliver immediate financial relief to targeted voter groups, while postponing the fiscal reckoning to a later administration.

Trump’s tax plan may temporarily boost household finances and support his re-election narrative, but it comes with significant trade-offs. From budget cuts affecting the poor to risks of higher deficits, the long-term sustainability of the proposal remains in doubt. Ultimately, it offers a political win in the short term—but may leave a fiscal headache for the next decade.

Source: The Economic Times

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Race Against Time: U.S. Trade Blitz Leaves Allies Scrambling for Attention

Slow Progress Despite Bold Ambitions

The Prioritization Dilemma and Unstable Negotiation Hierarchy

China’s Early Breakthrough and Its Ripple Effects

Negotiation Bottlenecks: More Than Just Tariffs

Unpredictability Undermines Traditional Trade Logic

Looking Ahead: Unrealistic Targets and Prolonged Uncertainty

Source: The Economist

Asian Markets Edge Lower Amid Mixed China Data and U.S. Policy Concerns

Equity Markets React to Economic Uncertainty in China and the U.S.

Mixed Economic Signals From China Fuel Volatility

Global Trade Tensions and Central Bank Outlook Weigh on Risk Sentiment

Commodities Diverge as Inflation Hedges Reassessed

Source: Reuters

BOJ Cautious on Further Rate Hikes Amid Global Trade Uncertainty

BOJ Signals Conditional Rate Hikes Dependent on Economic Rebound

Inflation Driven by Import Costs, Not Demand Strength

Trade Policy Turbulence Complicates Monetary Strategy

Tightrope Between Stimulus Exit and Growth Fragility

Source: Reuters

Sluggish Retail Recovery Clouds China’s Economic Momentum Despite Industrial Gains

Retail Sector Falters Despite Broader Economic Improvements

Industrial Output and Fixed Investment Show Mixed Signals

Labor Market Stabilization and External Policy Developments

Economic Momentum Still Faces Structural Headwinds

Source: CNBC

UK Economy Beats Forecasts, But Trade Headwinds Threaten Long-Term Momentum

UK Growth Surprises to the Upside, Yet Uncertainty Lingers

Strong Business Investment and Services Lead the Way

Trade Pressures and Fiscal Shifts Cloud the Outlook

Outlook: Resilience or Fragility?

Source: Yahoo Finance

Japan Holds the Line: Seeking Fair Trade Amid U.S. Tariff Pressure

Japan Pushes Back in U.S. Trade Talks to Defend Automotive Industry

Strategic Calculations and Domestic Constraints

Uneven Playing Field and Geopolitical Pressures

Talks Continue Under Growing Deadlines

Source: Yahoo Finance

Trump’s Tax Perks: A Short-Term Cash Boost, Long-Term Fiscal Gamble

Trump’s New Tax Plan: Cash for Voters, Uncertainty for the Future

A Strategy Built on Temporary Relief

Criticism from Economists and Democrats

Cost, Deficit, and Political Risk

Uncertain Legislative Future

Source: The Economic Times

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