Great roundup! The use of Section 122 tariffs signals more trade uncertainty ahead, which will impact energy and industrial sectors. Japan’s interest in the Alaska LNG project could revive US LNG exports, a key development for energy markets. Global funds piling into Japanese stocks indicate a shift amid tariff worries and a stable yen. How is everyone positioning themselves around these trade and geopolitical risks?
Great roundup! The use of Section 122 tariffs signals more trade uncertainty ahead, which will impact energy and industrial sectors. Japan’s interest in the Alaska LNG project could revive US LNG exports, a key development for energy markets. Global funds piling into Japanese stocks indicate a shift amid tariff worries and a stable yen. How is everyone positioning themselves around these trade and geopolitical risks?