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Strengthening the US-Japan Alliance and Rare Earth Supply Guest: Grant Newsham Grant Newsham analyzes the successful meeting between President Trump and Japan's newly appointed Prime Minister. The two leaders agreed on rare earth supply cooperation, crucial for countering Chinese economic leverage and maintaining technological independence. Sai is focused on substantially increasing Japan's defense spending and addressing military recruitment shortfalls to strengthen regional capability. The United States values Japan's defensive posture as a critical bulwark against the People's Republic of China, making this alliance essential for Indo-Pacific stability.
Strengthening the US-Japan Alliance and Rare Earth Supply Guest: Grant Newsham Grant Newsham analyzes the successful meeting between President Trump and Japan's newly appointed Prime Minister, Takayuki Sai. The two leaders agreed on rare earth supply cooperation, crucial for countering Chinese economic leverage and maintaining technological independence. Sai is focused on substantially increasing Japan's defense spending and addressing military recruitment shortfalls to strengthen regional capability. The United States values Japan's defensive posture as a critical bulwark against the People's Republic of China, making this alliance essential for Indo-Pacific stability. 1942 MIDWAY
Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgive the poor audio quality this morning, as we're using our travel setup.Song: The Gambler - Kenny RogersFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Jamaica is bracing for the strongest storm on the planet this year. A key mineral framework deal has been agreed between the US and Japan. There may be hope for some federal workers who have missed their pay checks. Amazon is set to make massive job cuts today. Plus, the prison release date for Sean ‘Diddy' Combs has been announced. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On this Tuesday edition of Sid & Friends in the Morning, Sid covers President Donald Trump's interactions with Japan's first female prime minister, his trade relations and negotiations across Asia, including meetings with China, Cambodia, and Thailand, and the ongoing trade war with Canada. Sid also details the US-Japan alliance, the future of TikTok in America, and the early voting turnout for the New York mayoral race. The mayoral election coverage highlights candidates' positions on NYPD staffing, crime policies, and community relations, with a particular focus on remarks involving former Governor Andrew Cuomo and candidate Zohran Mamdani. Then, those controversial comments made by Sid and Andrew Cuomo concerning Islamophobia and Mamdani on the morning show last week are also touched upon, alongside Mamdani's response addressing the city's Muslim community and recounting personal experiences of discrimination post-9/11. Alan Dershowitz, Bo Dietl, Jack Ciattarelli, Jeff Lax and Vincent Vallelong join the program on this Tuesday installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices
President Donald Trump met with business leaders in Japan on Tuesday. Around 20 companies from Japan and the United States are exploring projects related to Tokyo's pledge to invest $490 billion in America. The president said the U.S.–Japan partnership is a cornerstone of mutual prosperity and Asian-Pacific security.Hurricane Melissa reached category 5 status on Monday, making it the strongest Atlantic storm so far this year. Melissa is currently bearing down on Jamaica. The island nation hasn't taken a direct hit from a hurricane in more than a decade.
Hurricane Melissa bears down on Jamaica and threatens to be the island's strongest recorded storm. Alberta government forces striking teachers back to work through notwithstanding clause. Lawyers say underfunded courts responsible for Ontario class action lawsuit stuck in the civil system for nearly 8 years. 14 people were killed in US military strikes on boats in the eastern Pacific. Prime Minister Mark Carney hoping for a relations reset in meeting with Chinese President Xi Jinping. US President Donald Trump praises new Japanese Prime Minister Sanae Takaichi, while reaffirming US-Japan trade agreement. Toronto Blue Jays look to even out the World Series tonight in Los Angeles, after a historic Game 3 at Dodgers Stadium.
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APAC stocks failed to sustain the momentum from the record highs on Wall St and were mostly subdued.US President Trump and Japanese PM Takaichi signed an agreement on the US-Japan alliance and framework for securing the supply of critical minerals and rare earths.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.2% after the cash market closed with gains of 0.6% on Monday.DXY is net negative amid gains in the JPY with USD/JPY slipping below the 152 mark post-Trump and Takaichi meeting.Global fixed income markets are broadly firmer. Crude has struggled for direction following the prior day's choppy performance.Looking ahead, highlights include German GfK (Nov), Richmond Fed (Oct), CaseShiller Home Prices (Aug), Consumer Confidence (Oct), ECB SCE (Sept), RBNZ's Richardson, Supply from Italy, UK, Germany & US.Earnings from Visa, Electronic Arts, PPG Industries, UnitedHealth, SoFi, PayPal, UPS, DR Horton, VF Corp, HSBC, BNP Paribas, Novartis, Logitech, Iberdrola & ASM International.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump and Japanese PM Takaichi signed an agreement on the US-Japan alliance and framework for securing the supply of critical minerals and rare earths.European bourses are mostly lower; ES/NQ are flat, whilst the RTY is marginally lower ahead of a slew of earnings.USD flat/lower, JPY boosted on US-Japan trade developments and mild haven allure; GBP lags a touch.Bonds are firmer given the risk tone; USTs await supply.XAU briefly dipped under USD 3.9k/oz with base metals also broadly in the red; crude complex lower with some focus on reports that OPEC+ is looking at another oil production hike.Looking ahead, US Richmond Fed (Oct), US CaseShiller Home Prices (Aug), US Consumer Confidence (Oct), Supply from the US.Earnings from Visa, Electronic Arts, PPG Industries, SoFi, PayPal.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
This week Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down to talk to Shan Husain in FI FX Sales about the outlook for rates and FX ahead of a busy week. In Japan PM Sanae Takaichi's speech in the Diet signals fiscal expansion. President Trump will be in Tokyo and then we also have the BoJ meeting on Thursday, following the FOMC meeting on Wednesday. The softer CPI print today leaves the Fed well placed to cut. Derek also discusses the implications for the pound after weaker than expected inflation data this week.
Massive Money Hits Crypto: XRP's Big Move + $550 B Japan-US Investment In this episode we cover: • The formation of Evernorth, backed by Ripple & major Japanese investor SBI, building a $1+ billion XRP treasury and going public via SPAC. • What this means for the XRP ecosystem: institutional access, DeFi integrations, open-market buys, valuation implications. • The US–Japan investment deal: $550 billion pledged to U.S. industries (semiconductors, energy, shipbuilding) under a strategic framework—how it works, what's real, and what's still in negotiation. • How those two threads tie together: the evolution of crypto from fringe asset to institutional infrastructure, and the geopolitical shift in capital & tech flows. • Key takeaways for investors, crypto watchers and anyone tracking how money + power intersects in the 2020s. Don't miss this full breakdown of how crypto and geopolitics are becoming one. *** SUPPORT ON THE CHAIN GRAB A BADASS YETIS COFFEE – Fuel your crypto grind! ☕ Visit: otc.one/BadassYetisBrew MINT YOUR BADASS YETIS NFT – Own a piece of the legend! Visit: otc.one/mint OTC MERCH IS HERE! – Represent the community in style! Visit: onthechain.shop BUY US A COFFEE – Help keep the content flowing! Visit: otc.one/buy-us-a-coffee JOIN THE CHANNEL – Get exclusive perks & behind-the-scenes content! Visit: otc.one/join ********** ON THE CHAIN – CONNECT WITH US! Listen to the OTC Podcast – Never miss an update! Visit: otc.one/podcast Visit Our Website – The home of crypto insights! Visit: onthechain.io Follow OTC on Twitter – Stay updated in real time! Visit: otc.one/otc Join the OTC Community on Twitter – Be part of the discussion! Visit: twitter.com/i/communities/1599435678995062788 ********** FOLLOW THE OTC TEAM Follow Jeff on Twitter:
NEWS: EU, US, Japan, and Taiwan send aid for earthquake victims | Oct. 13, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.
CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE TRUMP ADMINISTRATION GAZA PLAN.. 1950 RAMALLAH 10-6-25 FIRST HOUR 9-915 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 915-930 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 930-945 Houthi Attacks, Sanctions, and the Implications of a Gaza Ceasefire Guest: Bridget Toumey Bridget Toumey reports that the Houthis, who are well-organized and disciplined, attacked a Dutch ship in the Gulf of Aden and continued launching at least one missile and one drone at Israel, a slower pace than the nearly daily attacks seen in September. The Houthis also sanctioned 13 US oil and energy companies and their CEOs, citing the war in Gaza and US support for Israel. This announcement mirrored US sanctions and may be a precursor to resuming attacks against US-connected vessels. Israel's counter-Houthi air strikes have hit targets but have failed to deter the group, which also exploits connections with other terrorist organizations like al-Qaeda in the Arabian Peninsula (AQAP). If the Gaza conflict ends, the Houthis might need a new casus belli to justify attacks, but they are willing to invent excuses if Iran wishes to continue stirring chaos. 945-1000 Life, Economy, and Chinese Threat Perception in Taipei, Taiwan Guest: Anne Stevenson-Yang Anne Stevenson-Yang reports from Taipei, Taiwan, a vibrant economy and republic vital to the global economy due to TSMC, the microchip maker. Taiwan is characterized by a wonderful public culture where honesty and personal safety are prevalent. Despite its high-tech focus, the economy suffers from problems common elsewhere, including increasing income inequality, unaffordability, high housing prices, and stagnant wages. Regarding geopolitical tensions, the average Taiwanese person is largely immune to the constant threat from China, having heard talk of belligerence for the last 30 years. However, there is apprehension related to China's grim economic winter and growing concern that the US protective umbrella may be receding, leading to more interest in investing in Taiwan's own defense. SECOND HOUR 10-1015 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1015-1030 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1030-1045 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. 1045-1100 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. THIRD HOUR 1100-1115 Europe Responds to Russian Harassment Without US Lead Guest: Mary Kissel Mary Kissel analyzes the European emergency summit in Copenhagen, convened due to alarming mysterious drone activity over European airports, likely instigated by Russia. This harassment, which includes potential risks like hitting a passenger jet, aims to create confusion and test the resolve of the continent. The outcome, focusing on a "drone wall," suggests that the EU is starting to take more responsibility for its own defense, a long-term goal of US presidents. Kissel notes that the US absence from the prominent conversation does not signal the end of NATO. She also highlights that politicians like Starmer and Meloni are moving toward stronger defense measures, realizing that their voting bases are unhappy with current economic and security outcomes 1115-1130 Syria's Search for Stability: Security Deals, the Golan Heights, and the Gaza Impact Guests: Ahmad Sharawi, Bill Roggio Ahmad Sharawi and Bill Roggio discuss Syrian President al-Sharaa's focus on stability and his pursuit of a security agreement with Israel. Negotiating away the Golan Heights is considered a non-starter for al-Sharaa's survival, as his father, Hafez Assad, is often seen as the man who lost the territory, and al-Sharaa would be domestically labeled a traitor by all segments of the Syrian population, including hardliners. A full peace agreement is out of the question, but a limited security agreement might be possible, allowing Israel to maintain its presence in the Golan Heights while potentially withdrawing from areas entered after the fall of the Assad regime. The end of the war in Gaza is expected to expedite negotiations between Syria and Israel toward a security deal, as it affects the optics of al-Sharaa making such a move in the Arab world. Al-Sharaa's main priority is removing Israeli presence and stopping Israeli air strikes inside southern Syria 1130-1145 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio John Hardie discusses Russia's expanding conflict, which includes drones over European airports like Munich and Berlin, viewed by Denmark as Russian "gray zone" activity aimed at testing Western response. NATO has been slow to adopt cost-effective counter-drone measures, unlike Ukraine's use of mobile fire groups. Russia is also engaging in anti-satellite activity, with Russian satellites reportedly stalking UK military satellites in low Earth orbit. Russia continues to target Ukrainian energy infrastructure with massive barrages as winter approaches. The US is reportedly considering supplying longer-range Tomahawk missiles to allies for transfer to Ukraine. These missiles could strike deep into Russian military-industrial sites, which, coupled with economic pressure, might convince Putin to pause the war. 1145-1200 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio J FOURTH HOUR 12-1215 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman Joe Truzman details the Gaza ceasefire negotiations, which center on the release of the remaining 48 hostages (living and deceased) within 72 hours, potentially in exchange for a significant number of Palestinian prisoners, including convicted terrorists. The central obstacle to peace is Hamas's refusal to disarm, viewing it as tantamount to surrendering their identity. Fighting has lessened, with Israel toning down air strikes, possibly to show goodwill to President Trump. Truzman emphasizes that if Hamas retains its arms, another conflict is inevitable. He also notes the rise in reported Hamas plots in Europe, something uncommon historically, indicating the organization may be branching out its operations and feeling emboldened, as seen in the recent deadly attack on a synagogue in Manchester. 1215-1230 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman . 1230-1245 Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo Alejandro Piña Esclusá reports that Nicolás Maduro's chief negotiator, Jorge Rodríguez, falsely claimed a third party plans to assault the US embassy in Caracas, but Esclusá warns that Maduro himself ordered the operation. The regime is allegedly interested in the embassy because they believe opposition leader María Corina Machado is hidden there. The regime, which stole the election, is now persecuting and imprisoning more opposition members than ever to infuse terror into the population. Ernesto Araújo views an attack on the embassy—an action against the "only thing that's sacred in international relations"—as very serious, suggesting Maduro is desperate for a bargaining chip with the US. Brazil's Lula da Silva is reportedly worried about the seriousness of the US attitude toward Maduro and may be softening his stance with Trump, fearing what information might emerge regarding the Foro de São Paulo organization if the Maduro regime falls. 1245-100AM Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo
Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. 1935 TAIWAN UNDER JAPAN
Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners.
PREVIEW: Historic Election of Takaichi Sanae as LDP Leader and Presumed Next Prime Minister of JapanGuest: Scott Harold John Batchelor's conversation with Scott Harold focuses on the newly elected head of the LDP (Liberal Democratic Party) in Japan, Takaichi Sanae, who is presumed to be the next prime minister. Ms. Takaichi's political background is that of a conservative LDP member and an acolyte of the late Japanese Prime Minister Abe Shinzo. Her victory was attributed to two main factors. First, she was the most conservative candidate at a time when the LDP was worried about losing conservative votes to another party that sought to emulate parts of the MAGA ideology. The party viewed her as the best candidate to retrieve those votes. Second, while her competitor was the younger, more liberal son of a former prime minister, LDP voters and legislative members were ultimately "more comfortable voting for an older conservative woman." Additionally, a major scandal involving derogatory remarks posted by her competitor's supporters helped drive down his support late in the race. This is a historic election as Ms. Takaichi will be the first female Japanese prime minister. She has described herself as an emulator of Margaret Thatcher and emphasizes boosting the Japanese economy with substantial spending, including on defense, to enhance the US-Japan alliance.
A review of the week's major US international tax-related news. In this edition: US Congress fails to pass CR to fund federal government – Trump Administration to release first IRS Priority Guidance Plan soon – Eighth Circuit vacates Tax Court TP decision in Medtronics – USTR initiates public review of USMCA – US Customs and Border Protection releases updated guidance on US-Japan trade agreement – President Trump signs EO on trade and security agreements – OECD releases report on revised BEPS Action 5 transparency framework.
For review:1. Israeli PM Netanyahu to visit White House on 29 Sep, after scheduled address to US General Assembly.2. Three IDF Divisions Operating inside Gaza City. The military said that the 162nd and 98th divisions were expanding their operations in Gaza City, and in the coming days, a third division, the 36th, would join.In addition to the Gaza City offensive, the IDF said the 99th Division was conducting defensive operations in Israel's buffer zone in northern Gaza, while the Gaza Division was operating in the Strip's south.3. Spain appears to have cancelled a €697 million ($823 million) contract for the acquisition of the High Mobility Rocket Launcher System (SILAM), developed from Israeli firm Elbit Systems' Precise and Universal Rocket Launcher (PLUS) design.4. Japan is deploying eight aircraft, including four F-15 fighter jets, to bases in the United States, Canada and Europe in an unprecedented mission to support NATO.5. China urged Tokyo and Washington on Tuesday to withdraw the US-developed Typhon missile system, after it was unveiled in Japan for the first time during joint military exercises. Beijing's foreign ministry on Tuesday called on the United States and Japan to “promptly withdraw” the missile system.6. A U.S. and U.K. warship transited the Taiwan Strait last week drawing protests from Beijing, USNI News has learned.U.S. guided-missile destroyer USS Higgins (DDG-76) and anti-submarine frigate HMS Richmond (F239) sailed through the strait on Sept. 12, a Pentagon official confirmed to USNI News on Tuesday.7. Thomas Global Systems has finished delivery of its M1A2 Abrams SEPv3 Immersive Tactical Trainer (M1A2 ITT) to the Australian Army, marking it as the world's “only full-crew simulator” for the platform.8. Congressional Republican leaders today put forward a stopgap funding bill to keep money flowing to the federal government through Nov. 21.Lawmakers face a ticking clock to get the bill through the House and Senate to avert a government shutdown, before federal funding expires on Oct. 1.
For review:1. Arab and Muslim leaders called for a review of ties with Israel after emergency talks in Doha on Monday following last week's IDF strike on Hamas members in the Qatari capital.The Arab League and Organisation of Islamic Cooperation joint session brought together nearly 60 countries.2. On Monday, US Secretary of State Rubio met with Israeli PM Netanyahu one-on-one for about an hour and a half before an expanded meeting with aides. He also met Monday with Foreign Minister Gideon Sa'ar and President Isaac Herzog.Secretary Rubio will visit Qatar on Tuesday, the WP reported, citing two American sources.3. Axios Report: IDF Gaza City Ground Campaign Begins.Airstrikes in Gaza City intensified on Monday evening local time before Palestinian media began reporting that IDF tanks had entered the city.4. Sweden to Increase Defense Spending to 2.8% GDP in 2026.5. Poland's state-run defense group PGZ has chosen UK's BAE Systems as its technology partner for the planned boost in domestic 15mm ammunition production.6. Poland Receives 3d Batch of M1 Tanks. Poland has received 38 new M1A2 Abrams main battle tanks from the US. The shipment included 14 M88A2 Hercules tactical recovery vehicles.7. China's 3d Aircraft Carrier Spotted in East China Sea. People's Liberation Army Navy (PLAN) carrier Fujian (018), which has not yet been commissioned, sailed southwest in the East China Sea around 124 miles northwest of Uotsuri Island, according to Japan's Joint Staff Office (JSO).8. Australia will spend 12 billion AUD towards a new defense precinct that will include naval shipyards and AUKUS-related programs in the west of the country.Defence Minister Richard Marles said the Henderson Defence Precinct will be critical to Australia's shipbuilding and sustainment industry, as well as sustainment and maintenance of Australian and allied submarines.Australia is due to receive three Virginia-class submarines from the United States under AUKUS Pillar 1, before eventually transitioning to five SSN-AUKUS submarines from the early 2040s.9. US Army revealed Monday that the mid-range missile system (Typhon MRC) is participating in the US-Japan annual bilateral exercise Resolute Dragon. The exercise has more than 19,000 U.S. and Japanese troops focusing on maritime defense and littoral protection operations.
US equity futures are firmer. Asia ended mostly higher, and European markets opened firmer. Focus is on the US August nonfarm payrolls report, expected to show another sub-100K print with unemployment rising to its highest since mid-2023; Softer labor market signals earlier in the week and dovish-leaning remarks from Fed Chair Powell have led markets to fully price in a September rate cut with another by year-end; President Trump signed an executive order implementing the US-Japan trade agreement, formally setting a 15% tariff that extends to autos and avoids tariff stacking. Japan pledged more rice imports and an annual agricultural purchase commitment alongside its $550B investment package.Companies Mentioned: Cadence Design Systems, Hexagon, Broadcom, OpenAI, Starbucks
FULL EPISODE! This time on the PURE TOKYOSCOPE Podcast, authors Matt Alt (Pure Invention: How Japan Made the Modern World) and Patrick Macias (Mondo Tokyo: Dispatches from a Secret Japan) discuss Matt's New Yorker article about going behind the scenes of Japan's most popular manga magazine Shōnen Jump! Also a look at Anime NYC and rants about the state of US-Japan postal relations! Join the PURE TOKYOSCOPE Patreon!You'll get access to full episodes, bonus content, our Discord server, and an archive of past episodes. Head over to Pure TokyoScope Patreon to subscribe today!INFOMatt Alt on BlueskyPatrick Macias on BlueskyPure TokyoScope on YouTubeThe podcast is produced by jaPRESS LLC© and edited by Patrick MaciasTheme song by Marxy
A review of the week's major US international tax-related news. In this edition: US Congress returns to FY 26 funding deadline, possible tax legislation – Federal Circuit rules against Trump Administration's tariff policy – President Trump issues Executive Order on US-Japan trade agreement.
European bourses and US equity futures are modestly firmer ahead of US data.USD awaits a data deluge, Antipodeans lag and JPY digests potential US/Japan auto tariff reduction.EGBs and Gilts bounce while USTs remain flat into data; Spanish auction was well received, whilst some short-lived pressure was seen on the French outing.Oil pulls back as traders brace ahead of this weekend's OPEC meeting; some upside in the complex seen after Russian Deputy PM Novak said OPEC-8 are not discussing production increase now.Looking ahead, US ISM Services PMI (Aug), ADP National Employment (Aug), Challenger Layoffs (Aug), Jobless Claims, Atlanta Fed GDP, Canadian Trade Balance (Jul), BoE DMP, Senate Banking Committee to hold hearing for US President Trump's Fed nominee Stephen Miran, Speakers including Fed's Williams & RBA's Hauser.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
• Intro• Xbox ROG Ally Details • Gamescom ONL Reveals• The BACKLOG• PS5 Price Hike in US• Japan's National Library Won't Preserve Game Key Cards• MGS Delta Secret Level Developed by Platinum Games• Kojima Has Plans for Death Stranding 3, But Won't Make It Right Now• Developers Still Don't Have Switch 2 Dev Kits• Black Ops 7 Single Player to End With a Multiplayer Battle• Sony Makes PS Store Refunds Easier• PlayStation Boss Doesn't Want Studios to Play It Safe• Former Sony Boss on Why the Vita Failed• TWEET OF THE WEEK• Q&AOriginally streamed on August 26, 2025
Go to http://shadyrays.com and use code FUNNY for 35% off polarized sunglasses. Go to http://auraframes.com and use promo code KINDAFUNNY for $35 off their best-selling Carver Mat frame. Thank you for the support! Run of Show - 00:00:00 - Start00:03:57 - Housekeeping Monday, Kinda Funny goes head to head with Giant Bomb in a sponsored Pizza Bandit let's play but... with a twist! Today after, KFGD, you'll get: If you're a Kinda Funny Member: The Roper Report - 00:08:45 - Geoff Keighley Confirms 7 Games Set for ONL00:34:27 - Ad 00:34:27 - Ad00:36:35 - Pokemon Legends: Z-A preview round up00:44:59 - Wuchang: Fallen Feathers receives criticism after new ‘censorship' patch prevents killing historical figures00:50:13 - Director of scrapped The Last of Us Online says his new US/Japan studio is making a cinematic multiplayer title00:54:53 - Wee News!01:08:03 - SuperChats & You‘re Wrong Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, joins Defense & Aerospace Report Editor Vago Muradian to discuss how to improve defense cooperation with Taiwan to prepare for the kind of embargo and blockade scenarios Beijing has been practicing; whether the Trump administration will continue its support for Taipei given Washington last week blocked Taiwanese President Lai Ching Te from transiting the United States to visit Paraguay; how to address gaps and seams in the US-Japan alliance; worries across Asia in the wake of the Trump administration's rhetoric toward Europe; what to expect from the upcoming National Security Strategy and Force Posture Review; the impact of personnel cuts on US cybersecurity; and look at recent congressional budget moves and their impact on naval power.
In this 47th edition of The World According to Irina Tsukerman, the bi-weekly geopolitical series on The KAJ Masterclass LIVE, renowned analyst Irina Tsukerman dissects the most consequential global shifts of the past two weeks. From Prime Minister Modi's strategic visits to London and the Maldives, and Macron's bid to recognize “Palestine” at the UNGA, to mounting tensions in Southeast Asia and the evolving ceasefire dynamics in Syria, Irina delivers sharp, insider-level insights into the flashpoints redefining international power. With exclusive analysis on the US-Japan security pact, Musk's Starlink pullback during Ukraine's offensive, and Trump's global posturing—from Scotland to the Thai-Cambodia front—Irina connects the dots between headlines and hard power. A must-watch for anyone closely following real-time geopolitical realignments and long-term global stakes.About the guestIrina Tsukerman is a human rights and national security lawyer, geopolitical analyst, editor of The Washington Outsider, and president of Scarab Rising, Inc., a media and security and strategic advisory. Her writings and commentary have appeared in diverse US and international media and have been translated into over a dozen languages.Connect with Irina here:https://www.thewashingtonoutsider.com/https://www.linkedin.com/in/irina-tsukerman-4b04595/In The World According to Irina Tsukerman, we embark on a fortnightly journey into the heart of global politics. Join us as we explore the complex geopolitical landscape, delve into pressing international issues, and gain invaluable insights from Irina's expert perspective. Together, we'll empower you with the knowledge needed to navigate the intricate world of global politics. Tune in, subscribe, and embark on this enlightening journey with us.Catch up on earlier episodes in the playlist here:https://www.youtube.com/playlist?list=PLt7IEKOM1t1tKItNEVaStzsqSChTCGmp6Watch all our global politics content here:https://khudaniaajay.substack.com/https://rumble.com/c/kajmasterclasshttps://www.youtube.com/@kajmasterclassPolitics...................
Daniel discusses the latest Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Japan at the meeting this week.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
In today's episode we talk about, the brief skirmish between Thailand and Cambodia and its significance to the new nature of warfare. Then we dive into the unequal treaty/ trade deal Trump brokered with the EU. After that we go over the US-Japan trade deal and the makings of the Trump Pacific Partnership. All that and more!
This is an excerpt from my podcast This Week in Geopolitics. I record new episodes every Monday so give me a follow if you would like to see more!
Lee Hardman, Senior Currency Analyst, sits down with Simon Mayes, Head of Corporate Sales for the UK, Ireland, and Switzerland (FX), to explore the outlook for the Japanese yen following Japan's Upper House election and the recent US-Japan trade agreement. With a potential policy shift on the horizon, could a hawkish Bank of Japan stance in the coming week give the JPY a boost?
US equity futures are mixed after Wednesday's rally pushed the S&P 500 and Nasdaq to fresh record closes. Asia ended higher, with Japan leading gains and tech supporting sentiment in Korea and Taiwan, while European markets opened firmer. The market focus remained on trade policy developments, with momentum building toward new tariff deals. Trump confirmed a US-Japan agreement featuring a 15% tariff, below the earlier signaled 25% rate. Reports also indicated that the US and EU are close to finalizing a similar 15% deal with mutual tariff waivers. South Korea was said to offer a Japan-style agreement, though Yonhap reported high-level talks were suddenly postponed. Australia signaled intent to lift beef import restrictions to gain tariff relief. Meanwhile, Trump stated the new global tariff baseline may be set between 15% and 50%.Companies Mentioned: Comcast, Goldman Sachs, Broadcom, Amazon
Global Market Rally and US-Japan Trade Deal Insights In this episode of Dividend Cafe, Brian Szytel reports from The Bahnsen Group's New York City office on a broad-based market rally occurring on July 23rd. Key highlights include the positive impact of finalized trade deals between the US and Japan, and the US and EU. US markets experienced a nearly 1% increase, while Japan's Nikkei saw a 3.5% rise. Fixed income prices dipped slightly as yields rose. The Atlanta Fed's business inflation expectations decreased marginally, while existing home sales in the US fell 2.7% for June. The US-Japan trade deal, featuring a 15% tariff rate and a substantial investment from Japan, is seen as a significant achievement. The episode concludes with insights on ongoing market valuations and upcoming economic indicators. 00:00 Introduction and Market Overview 00:20 Global Market Rally 00:27 US-Japan Trade Deal 01:19 Economic Calendar Highlights 02:48 US-Japan Market Discount Analysis 04:03 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US/Japan Deal3:00 Heat Wave, Corn Sweat5:37 Wheat Sucks7:52 Coca-Cola Update8:53 US/China Update11:12 Meme Stocks / M2
Tobias Harris of the Observing Japan substack https://observingjapan.substack.com/ joins to discuss the latest Japanese election, how we got here, and what happens next. How Abe's assassination led to the LDP's three years of struggles What the latest results in the upper house election tell us about domestic Japanese politics What's the deal with big winners like Kōmeitō and the Democratic Party for the People (DPFP) How domestic dynamics tie into US-Japan and China-Japan relations Outtro Music: The Communist Party's 2025 Gender song https://www.youtube.com/watch?v=V59qOPTe62g&ab_channel=%E6%97%A5%E6%9C%AC%E5%85%B1%E7%94%A3%E5%85%9A Learn more about your ad choices. Visit megaphone.fm/adchoices
Today, a look at the US-Japan trade deal and the market reaction, especially forceful in Japan. Elsewhere, we rundown the first really impactful earnings reports for this quarter as Google-parent Alphabet, Tesla and IBM are set to report earnings after the close today. IBM has a "new" angle that could see considerable focus. Also, a look at FX, incoming event risks and much more. Hosting the pod is Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.
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The proposed US-Japan trade deal means US buyers of Japanese goods (including autos) face a 15% tax. Steel is still taxed at 50%. Of course, deals are not the same as implementation, as the UK steel industry can testify. There are media reports that Japanese Prime Minister Ishiba will resign in August. Investors are unlikely to expect significant policy change given the lack of a majority in either house of the Diet.
World Court decides what countries are legally obliged to do to fight climate change, and what the consequences for inaction could be. What Canadians should be paying attention to in the new US-Japan trade deal. Canada's premiers shift their attention to issues including health care and bail reform at First Ministers' meeting in Hunstville, Ontario. CBC News has learned a 68 million-dollar immigration project was unexpectedly shut down last year, after reaching 2 thirds completion. Turkey hosts Ukraine peace talks. The families of 2 men killed by Nunavik police are demanding a meeting with Quebec's premier. A Vancouver hearing taking place today to determine if man accused of killing 11 people at festival, is mentally fit to stand trial.
The Marc Cox Morning Show hits hard all day: Hour 1 kicks off with Kim's savage takedown of Brittney Griner's media circus and local corruption as Marc demands transparency on a busted school superintendent scandal. Hour 2 unloads on Hunter Biden's drug-fueled hypocrisy with Kevin O'Leary, exposes weak parental rights in Saint Charles libraries, and highlights crushing tax burdens while big economic moves like the US-Japan trade deal flash on the radar. Hour 3 scorches climate alarmism, breaks down California's business flight to red states, and warns how Democrat sanctuary policies enable violent crime—putting American safety at risk. Hour 4 celebrates St. Louis's historic hotel milestone but cuts through late night TV's collapse, Trump's major Japan trade win, and slams the “Dignity Bill” amnesty push backed by GOP hopeful Andy Barr—showing 77% of Americans stand firmly against illegal immigration giveaways. Trump's tough, no-nonsense border security remains the GOP winning issue.
Hour 2 dives hard into Hunter Biden's ongoing saga, with Kevin O'Leary's blunt “beat him with a stick” comment capturing the public outrage over the Biden family's drug issues. The conversation shifts to the fight over parental rights in Saint Charles County's library system, where new book challenge policies still lean heavily toward protecting controversial content, underscoring the need for more conservative trustees. Property tax burdens and calls for reform from Florida's Ron DeSantis highlight the nationwide frustration with government overreach and relentless taxation even after mortgages are paid off. Market updates spotlight Boeing's union negotiations, the Missouri Supreme Court blocking new marijuana taxes, and a massive US-Japan trade deal signaling economic shifts. Finally, a sobering Morgan Stanley study predicts a sharp rise in single, childfree women by 2030, sounding alarms on America's demographic future and fueling conservative calls for family and freedom incentives.
Tobias Harris of the Observing Japan substack https://observingjapan.substack.com/ joins to discuss the latest Japanese election, how we got here, and what happens next. How Abe's assassination led to the LDP's three years of struggles What the latest results in the upper house election tell us about domestic Japanese politics What's the deal with big winners like Kōmeitō and the Democratic Party for the People (DPFP) How domestic dynamics tie into US-Japan and China-Japan relations Outtro Music: The Communist Party's 2025 Gender song https://www.youtube.com/watch?v=V59qOPTe62g&ab_channel=%E6%97%A5%E6%9C%AC%E5%85%B1%E7%94%A3%E5%85%9A Learn more about your ad choices. Visit megaphone.fm/adchoices
US Commerce Secretary Howard Lutnick joined Bloomberg's Annmarie Hordern to talk about the trade deal reached with Japan and said it could be a model for the EU. He also shared larger countries will have a hard time getting a tariff rate lower than the 15% that Japan secured.See omnystudio.com/listener for privacy information.
It could be another record breaking day on Wall Street.
The markets reach new records.
Why has Japan fallen out of Trump's good graces? Will Japan close a deal with the US before tariffs take effect? And how will the upcoming Japanese election impact relations? To find out, ChinaTalk interviewed Professor Tomohiko Taniguchi, a longtime observer of US-Japan relations and former advisor to the late Shinzo Abe. We discuss… Why 1970s trade competition is still impacting US-Japan relations today, and how Japan could create “Wow factor” when dealing with Donald Trump, How Shinzo Abe used golf, dinner parties, and history lessons to cultivate a close personal friendship with Trump, The roots of Japanese resolve in dealing with PRC aggression, The emergence of Russian disinformation surrounding the Japanese election, The political economy of the Japanese Self-Defence Force, and how Abe managed the controversy surrounding his reinterpretation of Article 9. Co-hosting today is Charles Litchfield of the Atlantic Council. Thanks to the US-Japan Foundation for sponsoring this episode. Outro music: Shinji Tanimura - Left Alone (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
Why has Japan fallen out of Trump's good graces? Will Japan close a deal with the US before tariffs take effect? And how will the upcoming Japanese election impact relations? To find out, ChinaTalk interviewed Professor Tomohiko Taniguchi, a longtime observer of US-Japan relations and former advisor to the late Shinzo Abe. We discuss… Why 1970s trade competition is still impacting US-Japan relations today, and how Japan could create “Wow factor” when dealing with Donald Trump, How Shinzo Abe used golf, dinner parties, and history lessons to cultivate a close personal friendship with Trump, The roots of Japanese resolve in dealing with PRC aggression, The emergence of Russian disinformation surrounding the Japanese election, The political economy of the Japanese Self-Defence Force, and how Abe managed the controversy surrounding his reinterpretation of Article 9. Co-hosting today is Charles Litchfield of the Atlantic Council. Thanks to the US-Japan Foundation for sponsoring this episode. Outro music: Shinji Tanimura - Left Alone (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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