美国加征关税，日本出口暴跌

Group 1 - Japan's economy is facing significant challenges due to tariffs imposed by the United States, with May exports declining by 1.7% year-on-year, marking the first drop in eight months, and exports to the U.S. falling by 11.1% [1] - The trade deficit for Japan reached 637.6 billion yen in May, continuing a trend of deficits for the second consecutive month, with exports to the U.S. and China both experiencing notable declines [1] - The decline in exports, particularly in automobiles, steel, and mineral fuels, raises concerns about a potential technical recession in Japan's economy for the second quarter [1] Group 2 - Japan's government is under pressure to reach a trade agreement with the Trump administration by July 9, or face a 24% "reciprocal tariff" [3] - The automotive sector is crucial for Japan's export-driven economy, with automotive exports accounting for approximately 28% of the total goods exported to the U.S. last year [3] - The Bank of Japan is closely monitoring the economic impact of tariffs, with the first quarter showing a 0.2% contraction in real GDP, and there is uncertainty regarding future interest rate hikes due to the ongoing tariff situation [3][4]