AGP Executive Report
Last update: 4 hours agoUS–China Summit: Trump is set to leave China after talks with Xi, with markets watching for deal momentum as Taiwan, Iran and export controls stay in the spotlight. Rare Earths Race: Japan is considering a dedicated deep-sea mining vessel to cut reliance on China, building on recent research at Minamitorishima. BOJ & Inflation: The yen’s slide and Iran-driven energy costs are feeding into prices; the BOJ is widely expected to lift rates to 1.0% in June, while firms may push through more summer price hikes. Tech & Capital Markets: TSMC plans to ramp 2nm and A16 capacity by 70% CAGR (2026–28), and Alphabet sold a record 576.5 billion yen in yen bonds to fund AI. Korea-Japan Diplomacy: PM Sanae Takaichi will visit Lee Jae Myung’s hometown Andong in a reciprocal hometown push to deepen cooperation. Supply Chain Strain: Ink shortages tied to Middle East disruptions are forcing Japan’s food makers to simplify packaging, from ketchup to snacks.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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