The Stable Genius Report

Stay informed on the latest Truth Social posts from Donald Trump (@realDonaldTrump) without the doomscrolling. Consider it a public service for your mental health. (Why?)

Buy Me A Coffee
Filtering by entity: Ishiba Shigeru | Clear Filter
Profile Picture View on Truth Social ↗ image
Summary:The White House has informed Japan's Prime Minister that due to an unsustainable and persistent trade deficit caused by Japan's trade policies, the United States will impose a 25% tariff on all Japanese products entering the U.S. starting August 1, 2025. The letter states that this tariff can be avoided if Japanese companies establish manufacturing within the United States, and warns that any retaliatory tariffs from Japan will be matched by an additional increase to the U.S. tariff.
Sentiment:Directive
Key Claims:
  • The United States has a significant and persistent trade deficit with Japan.
  • Japan's tariffs, non-tariff policies, and trade barriers are causing this unsustainable trade deficit.
  • The trade deficit is a major threat to the U.S. Economy and National Security.
  • Effective August 1, 2025, the U.S. will charge a 25% tariff on all Japanese products.
  • Goods transshipped to evade tariffs will be subject to a higher tariff.
  • The 25% tariff is less than what is needed to eliminate the trade deficit disparity.
  • There will be no tariff if Japan or Japanese companies build or manufacture products within the United States.
  • The U.S. will facilitate approvals for manufacturing in a matter of weeks.
  • If Japan raises its own tariffs, that increase will be added to the U.S.'s 25% tariff.
Potential Market Impact (S&P 500):9/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:9/10