美日达成“史上最大”贸易协议！特朗普：征收15%“对等”关税 日本开放汽车大米市场

Group 1: Trade Agreement Overview - The United States and Japan have reached a significant trade agreement, described by President Trump as potentially the largest trade deal in history [1] - The agreement includes a 15% "reciprocal" tariff on Japanese goods imported into the U.S. and Japan committing to invest $550 billion in the U.S. [1] - The deal is expected to create hundreds of thousands of jobs and opens Japanese markets to U.S. products such as automobiles and agricultural goods [1] Group 2: Market Reactions - Following the announcement, the Japanese yen initially rose by 0.3% against the U.S. dollar but later lost most of its gains, settling at 146.46 [2] - Japanese government bond futures fell by 70 basis points, while the 30-year bond yield increased by 4 basis points to 3.12% [2] - Analysts suggest that the initial strength of the yen reflects market sentiment that the 15% tariff is a favorable outcome for Japan [2] Group 3: Political Implications - The trade agreement may serve as a stabilizing factor for Japanese Prime Minister Kishida's administration, which recently lost its parliamentary majority [4] - Kishida indicated that he would assess the progress of tariff negotiations before deciding on his continuation in office [4] Group 4: Negotiation Context - The negotiations were described as tense, with both sides acknowledging the challenges faced [5] - Key points of contention included rice trade and the automotive industry, with Trump highlighting Japan's limited imports of U.S. rice and cars [5] - The agreement alleviates the threat of a 25% tariff on Japanese goods, potentially giving Japan a competitive edge over U.S. suppliers [5] Group 5: Trade Statistics - Japan is the fifth-largest source of imports for the U.S., exporting $148 billion worth of goods, primarily automobiles and machinery [6] - Prior to the agreement, Japanese goods faced a potential 24% tariff, which was later reduced to a minimum of 10% [6] - The agreement is a continuation of the 2019 U.S.-Japan Trade Agreement, which expanded the range of duty-free goods [6]