Japan's Sanae Takaichi met with President Trump after the US requested Japanese warship deployments to Iran; she warned the summit could be 'extremely difficult' but instead highlighted deep US–Japan ties and her diplomatic agility. The meeting lowers the immediate likelihood of Japanese naval deployment while leaving elevated geopolitical risk that could move oil and defense names (potentially 1–3% on escalation); monitor defense contractors and energy markets for any follow-on shifts.
Japan's Sanae Takaichi met with President Trump after the US requested Japanese warship deployments to Iran; she warned the summit could be 'extremely difficult' but instead highlighted deep US–Japan ties and her diplomatic agility. The meeting lowers the immediate likelihood of Japanese naval deployment while leaving elevated geopolitical risk that could move oil and defense names (potentially 1–3% on escalation); monitor defense contractors and energy markets for any follow-on shifts.
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