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September 5, 2025 6 mins

Sophia and Jason break down a rallying Nikkei as U.S. auto tariffs on Japan drop to 15%, what that means for Toyota, Honda, and Nissan, and the fallout from Suntory’s CEO resignation. They also hit positive real wages, Typhoon Peipah’s business risks, Tokyo’s World Athletics boost, what to listen for at the Sept 18–19 BOJ meeting, and why next Wednesday’s CGPI could move the yen—and your portfolio. Upbeat, clear, and all signal.

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