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Tama Home (1419) · RiskFirst stated

Downside Risk to the Economy and Consumer Spending from U.S. Trade Policy

First written in FY2026-H1. . Latest entry: FY2026-H1.

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Same theme, other companies
Business uncertainty arising from protectionist trade policies and geopolitical developmentsA theme 364 companies write about · 371 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 106 of 135 companies on the "Worse" side.

4 other companies' latest entry also says "First stated".

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Showing 14 of the 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 372 threads.
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  1. FY2026-H1First statedAnnual report

    「Looking ahead, improvements in employment and income conditions and the effects of various policies are expected to support a gradual recovery, but concern remains over downside risks to the economy from the expanding impact of U.S. trade policy. In addition, the effects of prolonged inflation on consumer spending and other factors represent downside risks to the Japanese economy.」

    The company identified a greater impact from U.S. trade policy and prolonged inflation’s effect on consumer spending as new forward-looking risks.
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Downside Risk to the Economy and Consumer Spending from U.S. Trade Policy | Tama Home Co.,Ltd. (1419) | Komori