That was massive: “President Donald Trump on Tuesday night announced what he called “the largest trade deal in history” between the United States and Japan — a sweeping agreement that slashes auto tariffs, boosts U.S. exports, and unlocks a massive $550 billion Japanese investment in the American economy…
“The announcement sent Japanese markets surging to a one-year high. Automaker shares led the rally, with Toyota rising nearly 12%, Honda and Nissan each gaining over 8%, and Mazda soaring 17%. Mitsubishi Motors climbed more than 13%. South Korean carmakers Hyundai and Kia also gained on expectations of similar tariff relief.”
So, Japan has $550 billion to invest in America alone? Nigeria needs to take a trip to Tokyo immediately. We just need $50 billion. That said, the America First playbook is working as America sucks all the best global capital to itself. Hello….I read risks across many economies as they struggle to attract capital.
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Besides the disruptions from AI, I am looking at how America-First Capital will distort markets from next year as companies restructure investments. This week, we are reading that a big pharma is pulling funds from other markets and will be putting $50B into the United States.
Business leaders: evaluate the impact of America-First Capital on local market and see how to mitigate the risks ahead. This $550b from Japan possibly would have been distributed in at least 4 countries. Now it is going to one country. How does the imbalance affect global markets? Trump is rewiring global markets and that means business models must adjust. You must have exposure in the American economy because the party is converging therein!
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