Weekend Edition: Return of the Japanese Carry Trade
NAB Morning Call
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Tariffs and Trade Tensions: Japan's Economic Future
This chapter examines the evolution of tariffs during a political administration and their implications for U.S.-Japan relations, particularly in the automotive and semiconductor sectors. It discusses the uncertainty surrounding Japanese investments due to changing trade dynamics and highlights potential growth in key industries amidst external pressures. Furthermore, the chapter analyzes Japan's economic landscape, focusing on innovation, interest rate policies, and the prospects for the yen amidst global challenges.
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