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BREAKING 🚨: Japan Japanese Yen has now fallen through the 153 level against the U.S. Dollar and is trading at its weakest level since July

Most of the commentary on the Nippon Steel block hurting US-Japan relationship is greatly exaggerated. This is a case of local politics dominating a national policy decision.

Nippon Steel's $15bn misstep on U.S. Steel shows all politics is local s.nikkei.com/4a9Iv9l

Whether in U.S. battleground states or other global hot spots, Japanese companies must prioritize political engagement alongside economic strategy. The lesson is clear, Jonathan Grady writes, all politics is local. asia.nikkei.com/Opinion/Nippon…

Nippon Steel should have learned from SoftBank’s acquisition of Arm writes ⁦Jonathan Grady⁩ By committing to doubling Arm’s U.K. workforce, Masayoshi Son preemptively addressed local concerns, transforming potential opposition into support. asia.nikkei.com/Opinion/Nippon…

AI tutors are going to change the world

Ahead of President Trump’s plan to impose sweeping tariffs across the globe this week, his administration is weighing a new round of emergency aid to farmers: nytimes.com/2025/03/31/us/…

Latest projections from Goldman-Sachs: higher tariffs, higher prices, lower growth

Bear7! ft.com/content/ad80f7…

Trump's tariff-hit partners must learn the art of the headline s.nikkei.com/4iQZFMt

Excited to share my new Opinion in Nikkei Asia Trump's tariff-hit partners must learn the art of the headline Policy talks alone won’t work. Policymakers negotiating trade agreements need to win on optics and a “headline” Trump would want to read. asia.nikkei.com/Opinion/Trump-…

Nintendo delays Switch 2 preorders in U.S. over tariffs 😮 asia.nikkei.com/Business/Media…

Honored to see my Nikkei Asia opinion on how countries can negotiate deals that avoid tariffs mentioned in South Korea’s Maeil Business Newspaper. Thanks again for the opportunity and excellent feedback Andy Sharp mk.co.kr/en/it/11287226

With Japan struggling to reach 2% of GDP spending on defense — already unclear how to count — on top of a devalued currency, floating 3-5% GDP spending is just unrealistic asia.nikkei.com/Politics/Inter…