The Japan Deal: Tariffs, Steel, and a $550 Billion “Trust Me” Trade

LISTEN and SUBSCRIBE on: Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on: https://www.youtube.com/@WatchdogOnWallstreet/featured So you're saying there's a chance? A new U.S.–Japan trade agreement hits the stage, and while it’s being sold as a win-win, the fine print suggests otherwise. Japan’s automakers are cheering over modest 15% tariffs, while U.S. car companies watch nearly a third of their profits evaporate into tariff-induced costs—thanks to sky-high American steel prices. Add in a mysterious $550 billion Japanese investment with no clear terms and a joint LNG venture in Alaska, and you’ve got yourself a headline deal full of question marks. Beneficial? Maybe. Lopsided? Likely. Transparent? Not even close. www.watchdogonwallstreet.com