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Summary:The author outlines a policy of conditional tariff reduction based on market openness, stating that Japan's markets are now open, which will lead to a boom for US businesses.
Sentiment:Triumphant
Key Claims:
  • Tariffs will only be lowered if a country agrees to open its market.
  • If a country does not open its market, much higher tariffs will be imposed.
  • Japan’s markets are now open.
  • Japan's markets are open for the first time ever.
  • USA businesses will boom as a result of Japan's market openness.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:7/10