Group 1 - Trump announced a 25% tariff on goods imported from Japan and South Korea starting August 1, which has led to significant market reactions, including a drop in U.S. stocks and declines in Japanese and Taiwanese futures [1][8] - The tariff threat reflects stalled trade negotiations between the U.S. and both countries, with Trump using this as leverage to pressure Japan and South Korea into concessions [3][4] - Japan's negotiations have been particularly challenging, with both sides unable to agree on key terms, leading to a breakdown in talks [4][6] Group 2 - Japan has expressed willingness to increase investments in the U.S., particularly in the energy sector, but has faced additional demands from Trump that complicate negotiations [6][4] - South Korea's negotiations are hindered by political instability, with the new administration under Lee Jae-myung struggling to secure favorable terms from the U.S. [7] - The impending tariffs pose a significant threat to the economies of both Japan and South Korea, which are heavily reliant on exports to the U.S. market [8]