July 7: In the July 20 House of Councilors election, voters focused on rising living costs and higher tax and social insurance fees. All party leaders discuss the distribution of benefits and a reduction in the consumption tax rate to address rising prices.
More importantly, we are facing a historical transition in the international order, and possibly higher tariffs. Politicians should discuss the nation’s national security and diplomacy in more detail, as well as how to mitigate the negative impact of higher tariffs on corporate earnings.
July 4: According to the Japan Meteorological Agency, the rainy season, known as “Tsuyu”, is likely to conclude around July 7 in the Kanto and Tokai regions. The rainy season is expected to come to a close quickly, and intense summer heat is anticipated to persist for an extended period. Moreover, there is a concern over “a little rain,” which can lead to a water shortage.