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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
In the not-so-distant future, a U.S. military commander in the Indo-Pacific could be forced to fight two major wars at once - one against a Chinese assault on Taiwan, the other against a North Korean attack on the Korean Peninsula. This dual-front crisis scenario, long considered unlikely, is now routinely modeled in wargames and quietly debated in high-level policy circles. Yet the United States and its East Asian allies remain unprepared - not in terms of firepower, but in coordination, planning, and execution. Today's alliance architecture is not designed to handle a simultaneous conflict in Taiwan and Korea. The existing command structures are fragmented, force designs are nationally siloed, and procurement choices are often politically misaligned. In short, there is no unified playbook for fighting two wars in East Asia - let alone winning them. But the United States has faced a similar problem before. From NATO's founding in 1949 through West Germany's integration in 1955, Washington confronted a world where it had to deter simultaneous threats in Europe and Asia. It responded by building institutions - not just capabilities. The first phase of NATO's evolution offers enduring lessons in how to organize allies, align procurement, and prepare for multi-theater war. Today, the U.S.-Japan-South Korea triangle urgently needs to draw from that experience before the next crisis begins. Learning from NATO's Blueprint At the 1952 Lisbon Conference, NATO members committed to fielding 50 divisions - an ambitious goal that drove significant increases in defense spending across Europe. Washington played a central role in catalyzing this shift through economic leverage, strategic vision, and the shared threat of Soviet aggression. But what mattered more than raw spending was the coordinated structure that emerged: NATO didn't just build forces; it built a cohesive force. A parallel dynamic is unfolding in East Asia. Japan has pledged to double its defense budget by 2027, investing heavily in standoff missiles, ISR, and munition stockpiles. South Korea already spends over 2.7% of GDP on defense and is expanding long-range strike capabilities, naval power, and missile defenses. But unlike the early NATO experience, these efforts remain nationally fragmented. Without integration, the investments of today may become the inefficiencies of tomorrow. NATO's lesson is clear: deterrence is not created by defense spending alone. It depends on force structure coherence, shared priorities, and a division of labor among allies. If Japan fields Tomahawk cruise missiles and South Korea invests in submarine-launched cruise missiles and explores the development of a light aircraft carrier, who integrates and sustains these systems when crises erupt? Which ally reinforces which theater, and how quickly? Without institutional answers to these questions, military planning becomes guesswork. The lack of a trilateral command mechanism is one of the most pressing gaps. In 1951, NATO established SHAPE - the Supreme Headquarters Allied Powers Europe - as a centralized node for operational planning, logistics, and interoperability. Nothing like SHAPE exists in the Indo-Pacific today. The U.S.-ROK Combined Forces Command and U.S.-Japan coordination under USFJ and INDOPACOM remain bilateral and compartmentalized. The result is a strategic blind spot. In a Taiwan conflict, U.S. naval assets might be redeployed from Korean waters. Simultaneously, while Japan's 2015 security legislation enables expanded support for U.S. operations, political and legal constraints could still delay or limit Japan's full-spectrum support in a Korean contingency - particularly absent a trilateral planning framework. Rather than creating an "Asian NATO," the immediate solution could be the establishment of a trilateral planning cell within INDOPACOM - drawing staff from South Korea's Joint Chiefs of Staff and Japan's Self-Defense Forces. With access to real-time intelligence and s...
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!
The International News Review, where global headlines meet real-time analysis. Steve Okun, CEO of APAC Advisors is back in the studio! First up, the recent US-Japan trade agreement: what does this mean for Singapore’s economic outlook and Asia’s broader strategic positioning? Next, we turn to troubling developments in Indonesia as the U.S. expands pressure on forced labor investigations. We’ll keep a high-level lens on the latest unrest along the Thailand-Cambodia border, with implications for regional stability. And finally, China and the EU lock horns in Beijing as President Xi urges Europe to choose wisely amid growing trade tensions. Join “Saturday Mornings Show” host Glenn van Zutphen and co-host Neil Humphreys.See omnystudio.com/listener for privacy information.
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?
Following a number of trade deals announced in the last week, financial markets seem to be taking the news in a positive manner with equity markets continuing to edge higher and bond yields remaining in fairly narrow ranges. However, one bond market that has stood out is Germany where yields have jumped following hawkish ECB commentary after their July rate meeting, which we discuss in this episode alongside the potential EU-US trade deal. We also discuss the US implications of trade deals, preview the FOMC decision and US labour market data, both of which are due next week. In Asia, we focus on trade developments in India and ASEAN, the Japan upper house election, and the US-Japan trade deal. Chapters: US: 01:54, EMEA: 10:29, Asia: 15:05, Japan: 22:13.
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
Over 100 aid groups warn of Gaza “mass starvation,” President Trump announces a $550B trade deal with Japan, Iran, Russia and China hold nuclear talks in Tehran, Spain proposes an overhaul of a Franco-era secrets law, the U.N.'s top court rules that climate action is a legal obligation, the U.K. slashes foreign aid by 40% to fund defense spending, Trump accuses Barack Obama of treason, the U.S. State Department opens an investigation into Harvard student visas, the House GOP votes to rename the Kennedy Center Opera House for the first lady, and Microsoft claims Chinese hackers are responsible for SharePoint attacks.
Global equity markets rally on US-Japan trade deal progress, sparking hopes for EU agreements, with equities surging and gold easing. Japan's Nikkei 225 reaches a new all-time high, as does the S&P 500. In earnings: Alphabet surprises positively, while Tesla disappoints. Companies reporting today include industry giants like Nestle, Roche, Deutsche Bank, and LVMH. The ECB is not expected to cut rates today, with the market's focus on its outlook. Carsten Menke, Head of Next Generation Research, discusses China's historic new hydropower project – which is six times bigger than the Three Gorges Dam – and explores its potential impact on iron ore and steel prices.(00:00) - Introduction: Helen Freer, Investment Writing (00:25) - Markets wrap-up: Mike Rauber, Investment Writing (05:58) - Iron ore and steel: Carsten Menke, Head of Next Generation Research (09:51) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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.
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.
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.
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.
US President Trump announced trade deals with the Philippines, Indonesia and Japan, with the latter involving a USD 550bln investment in the US and 15% tariffs for Japanese goods.US stocks closed mixed with underperformance in tech, APAC stocks were mostly higher; Nikkei 225 outperformed.Japanese PM Ishiba is likely to announce resignation as early as this month, according to Yomiuri. Other reports suggest August-end. European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 1.2% after the cash market closed with losses of 1.0% on Tuesday.DXY is flat, havens (CHF, JPY) lag G10 peers, antipodeans lead, EUR/USD remains on a 1.17 handle.Looking ahead, highlights include EU Consumer Confidence, US Existing Home Sales, Supply from UK, Germany & US.Earnings from VAT, Lonza, Equinor, Thales, Tesla, Alphabet, ServiceNow, IBM, Chipotle, GE Vernova, Freeport, AT&T, Thermo Fisher Scientific, Lamb Weston, Infosys, Moody's, CME & Hilton.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump announced trade deals with the Philippines, Indonesia and Japan, with the latter involving a USD 550bln investment in the US and 15% tariffs for Japanese goods.Japanese PM Ishiba is likely to announce resignation as early as this month, according to Yomiuri – reports which he later pushed back on.European bourses benefit from the US-Japan trade deal; RTY continues to outperform.USD is flat, Antipodeans are the G10 outperformers whilst the EUR lags a touch; JPY choppy on US-Japan trade deal and reports surrounding PM Ishiba.JGBs slump on trade updates, peers elsewhere lower given the risk tone and into supply.Crude complex choppy awaiting fresh catalysts, XAU takes a breather following recent upside.Looking ahead, US Existing Home Sales, Supply from the US. Earnings from Tesla, Alphabet, ServiceNow, IBM, Chipotle, GE Vernova, Freeport, AT&T, Thermo Fisher Scientific, Lamb Weston, Infosys, Moody's, CME & Hilton.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Wolf, Marcus www.deutschlandfunk.de, Wirtschaft und Gesellschaft
After a rangebound session, the Nifty and Sensex ended flat, with broader markets underperforming. We decode the key levels to watch and the strategy traders may consider in this sideways setup. In stocks to watch — Paytm reports its maiden profit, marking a major turnaround for the fintech player. Eternal extends its rally on strong commentary, while Tilaknagar Industries surges on acquisition buzz. We also bring you a preview of Infosys Q1 results, with the Street eyeing GenAI-led growth triggers and a potential upgrade in FY26 guidance. Also on the radar — possible block deals in Oberoi Realty and Lodha Developers, and earnings highlights from Dixon Tech, KEI Industries, Jana SFB, Dalmia Bharat, and more. Plus, all the details on the US-Japan trade deal. We also break down all the international cues you need to know today. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
The current earnings season is proving particularly intriguing, with some companies surpassing analyst expectations and others struggling, particularly due to the impact of US tariffs. On the subject of tariffs, the recently announced US-Japan trade deal has boosted market confidence and fuelled optimism that others, such as the European Union, may also be able to secure similar deals. Meanwhile, attention is slowly but surely shifting towards interest rate decisions, with the ECB set to announce its decision tomorrow and the US Federal Reserve scheduled to follow next week. Joining us on the show today is Manuel Villegas from Next Generation Research, who provides an update and outlook on the crypto space.(00:00) - Introduction: Jan Bopp, Investment Writing (00:35) - Markets wrap-up: Lucija Caculovic, Investment Writing (07:10) - Digital assets: Manuel Villegas, Next Generation Research (10:37) - Closing remarks: Jan Bopp, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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
NEWS: PH, US, Japan seeking to boost economic ties | July 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.
In this compelling episode, Dr. Ely Ratner, former U.S. Assistant Secretary of Defense for Indo-Pacific Security Affairs, sits down with Ray and Jim to discuss his provocative Foreign Affairs essay "The Case for a Pacific Defense Pact."Dr. Ratner argues that China's rapid military modernization and regional ambitions necessitate a fundamental shift from America's traditional "hub-and-spoke" bilateral alliance system to an integrated multilateral defense pact. His proposal centers on creating a collective defense arrangement between the U.S., Japan, Australia, and the Philippines—not a pan-regional "Asian NATO," but a focused alliance among strategically aligned nations.Unlike failed attempts in the 1950s-60s (SEATO), today's conditions are uniquely favorable. These four countries share unprecedented strategic alignment, advanced military capabilities, and growing intra-Asian cooperation. The Philippines has become "ground zero" for regional security, with China's illegal actions in the West Philippine Sea galvanizing allied support.Ratner tackles key criticisms head-on: Would Australia really fight over South China Sea disputes? He points to Australia's strategic awakening, with China conducting live-fire exercises requiring Australian airspace closures. Regarding U.S. reliability concerns, he notes that Indo-Pacific defense policy has remained consistent across administrations, unlike NATO rhetoric.The conversation explores practical hurdles, including Senate ratification requirements, domestic politics in allied nations, and the risk of provoking China. Ratner suggests much operational integration could proceed through executive agreements, building on existing frameworks like AUKUS and the Quad.A central theme addresses the tension between deterrence and provocation. Ratner argues that maintaining the status quo would embolden Chinese ambitions, making conflict more likely. While a formal alliance may raise short-term tensions, it's ultimately stabilizing by making aggression prohibitively costly.The discussion covers how ASEAN and India might respond. Ratner emphasizes the alliance would complement, not compete with, existing institutions. ASEAN would retain its convening role, while India could continue bilateral cooperation with the U.S. without joining the pact.Addressing Secretary Hegseth's push for increased allied defense spending, Ratner advocates a holistic view beyond just budget percentages—including access, basing rights, and operational contributions. He stresses the need for political space in allied capitals to justify deeper U.S. ties.Ratner describes 2021-2025 as a transitional period, moving from dialogue to unprecedented action. Recent initiatives have laid groundwork for deeper integration, with allies willing to take steps previously unimaginable.Key Takeaways:- China's military rise demands integrated allied response- Strategic alignment among U.S., Japan, Australia, Philippines is unprecedented- Collective defense would create mutual obligations beyond current bilateral treaties- Implementation faces political challenges but operational foundations already exist- Deterrence goal: prevent conflict by raising costs of aggressionDr. Ratner concludes that preventing Chinese regional hegemony requires "big ideas" and political heavy lifting. The window for action is now, before China achieves its revisionist ambitions.Follow Dr. Ratner's work at The Marathon Initiative
President Donald Trump says the suspect in the attack on Boulder, Colorado pushed him to bring in a travel ban, but the man's home country isn't on the list. The bodies of two Israeli American hostages have been brought home from Gaza. Trump is once again trying to suspend visas for Harvard University students. A man from Guatemala who was deported to Mexico has now been brought back to the US. Plus, we'll tell you why Japan's birthrate has the country worried. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Japanese-owned steelmaker Nippon Steel is expected to close its “partnership” with U.S. Steel at $55 per share, as the US media have reported. On Friday, last week, President Donald Trump said that he has cleared the deal. We hear from Chris Kelly, the Mayor of West Mifflin, a steel town in Pennsylvania.Zimbabwe's president, Emmerson Mnangagwa, has signed into law a contentious bill that requires all drivers to buy a car radio licence before a vehicle can legally be on the road.And Rahul Tandon hears how one woman's quest to buy only US made goods has been surprisingly difficult.
Listen to the SF Daily podcast for today, May 23, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Traders await fresh news. US-Japan trade talks are ongoing, and global weather conditions are critical, especially in the eastern corn belt and Argentina. Red meat production in April saw a 1% drop, with beef and pork production down 1%. Flood watches are issued for Kansas, Oklahoma, Missouri, and Arkansas, and frost alerts are expected in northern Wisconsin. The cattle on feed report will be released, with estimates suggesting high on-feed numbers. Learn more about your ad choices. Visit podcastchoices.com/adchoices
US equity futures are slightly weaker. European markets are firmer, while most Asian markets ended mixed. Markets continue to digest this week's US-China tariff de-escalation, with investor focus shifting toward the potential for new trade deals. Press reports suggest progress toward a US-Japan agreement, while Indian trade officials prepare to visit the US following comments from Trump about a potential zero-tariff offer from Delhi. April retail sales and core PPI both came in below expectations, while the Empire State and Philly Fed indices pointed to mixed regional activity. Fed Chair Powell avoided current policy commentary but reaffirmed the 2% inflation goal and flagged more frequent supply shocks going forward.Companies mentioned: Live Nation Entertainment, Meta Platforms, NVIDIA
In the week to date, the major themes remain around tariffs, policy and uncertainty, and what central banks will make of it all. Weaker growth but higher inflation could leave central banks in a tricky spot. In the week ahead, our focus in the US will be on April retail sales and CPI, and the latest tariff developments. In Europe, we recap the central bank meetings over the past week and look ahead to UK labour market and GDP data. Then we turn to Japan to consider Q1 growth, as well as tariff and trade negotiations. Chapters: US (01:47), Europe (09:54), Japan (13:19), Asia (16:12).
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 Happy Easter0:35 US/Japan Talks2:04 Corn Bounce3:31 Joe is a Cry Baby6:11 US Dollar Declines9:29 Ethanol Production10:25 Montana Renewables11:42 Gold Surges
Today's slide deck: https://bit.ly/3Yz632x - Today we look at more market volatility on the latest US-China trade friction and look ahead to the next key event risks on the geopolitical front as US-Japan trade talks are set to get under way and with Italian PM Meloni in Washington. We also wonder whether the US equity market is shaping up for the greatest bear market in a generation as market bailouts are likely no longer a major Washington priority, among other reasons. Today's podcast hosted by Saxo's Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.
Premium Collectibles is officially trying to make museum scale sized bots a thing, Toys ‘R' Us Japan has a special Wild King promo for the new toy line, and new third party player Big Mac Toy shows us more of their upcoming Fortress Maximus. All this and much, much more on this episode of TransMissions! Order our exclusive Skybound Transformers #1 comic with cover art by E.J. Su! Want some TransMissions swag? Check out our online shop, powered by TeePublic! Show Notes: If you enjoy TransMissions, please rate us and subscribe on Apple Podcasts and Spotify! These ratings greatly help podcasts become more discoverable to other people using those services and is an easy way to help out our show. Contact us: Continue reading The post Episode 638 – Museum Scale? appeared first on TransMissions Podcast Network.
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