日本执政联盟选举失利 或削弱与美国贸易谈判的能力

Core Viewpoint - The recent electoral defeat of Japan's ruling coalition may weaken its negotiating power in trade talks with the United States, as political support domestically continues to decline [1] Group 1: Election Impact - The ruling coalition in Japan failed to secure a majority in the July 20 Senate elections, indicating a loss of political support for Prime Minister Shigeru Ishiba [1] - This follows a previous defeat in the House of Representatives elections in October of the previous year, necessitating opposition party support for passing legislation in both houses [1] Group 2: Trade Negotiations - Prime Minister Ishiba has stated that the government will continue to govern and insists that the upcoming deadline for U.S. tariffs on August 1 will not disrupt negotiations [1] - Fitch's BMI research department anticipates that bilateral negotiations between the U.S. and Japan will continue to be challenging, as Japan is unlikely to agree to any deal without reducing the 25% auto tariff [1] - Japan is also seeking to avoid broader reciprocal tariffs in the negotiations [1]