道明证券：特朗普要求日本开放农产品市场可能进一步动摇日本脆弱的政治局势

Core Viewpoint - The request from Trump for Japan to open its agricultural market may further destabilize Japan's already fragile political situation [1] Group 1: Trade Agreement Implications - The market perceives a potential trade agreement between the US and Japan as an unexpected positive development due to two reasons: first, the ruling Liberal Democratic Party lost its majority in the House of Councillors, leading to expectations that trade negotiations would be delayed; second, the proposed tariff level of 15% is lower than the 24%-25% tariffs threatened by Trump earlier in April and earlier this month [1] Group 2: Political Risks - A significant political challenge may arise from Trump's demand for Japan to open its agricultural market to US products, which could face substantial resistance during implementation and further shake Japan's already weak political landscape [1]