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Everyone’s celebrating the $550B Japan–U.S. deal.
But let’s be honest — where’s the money coming from? And who’s writing the check?
Japan’s government can’t force private companies to invest abroad.
And there’s zero detail on project structure, timeline, or capital allocation.
It sounds great on a podium. But on paper? It’s vague.
And now Treasury’s threatening to reimpose 25% tariffs if Japan doesn’t deliver.
Deals like this only work when the capital flow is real, not rhetorical.
Until then, it’s not infrastructure — it’s leverage.
#TradeDeal # Geopolitics #Japan # US #Tariffs # GlobalFinance #Markets # CapitalFlow