In today’s briefing:
- Ohayo Japan | Tariff Deadline Looms

Ohayo Japan | Tariff Deadline Looms
- US markets reached record highs last week, with the S&P 500 and Nasdaq closing at all-time highs
- US President Trump has announced that letters will be sent to trade partners, including Japan, notifying them of impending tariffs
- Yaskawa Electric expects its operating profit for the fiscal year ending February 2026 to fall 14% year-on-year to ¥43 billion, reversing its earlier forecast of a 20% gain
