Japan Morning Connection: US Higher Friday, but Trump Changing Tone over Electronics May Sour Mood
China retaliates against US chip makers, JPM beats earnings but Dimon warns of Fed intervention in the Treasury market, JP heavies may rise with...
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Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending
Investors fleeing US assets and Trump's bill adding to fiscal imbalance causing yields to rise further. New lows unlikely for big tech/AI, today's...
559 Views
Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks
US markets struggle as renewed tariff concerns dampen sentiment. Banks and insurance rally as Treasury yields rose. US/Japan talks could prompt...
334 Views
Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher
Israel bows to US pressure, Japan to begin bilateral trade talks. US shippers despite global trade decline. Samsung numbers beat with Galaxy S25...
305 Views
Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan
Tech and AI still down as Trump's liberation day approaches; Wolfspeed -51% puts Renesas in poor position, Yoshinoya should benefit from Sukiya...
287 Views