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Trump’s mandate: What will he do with it?
David Goldman highlights the market reaction to Donald Trump’s landslide victory. Trump is likely to seek a quick resolution to the Ukraine war, while his proposed tax cuts and tariff-focused trade deficit reduction are likely to clash, as increased demand has historically worsened the trade deficit.
Early polls ahead as Germany’s ruling coalition collapses
Diego Faßnacht reports on the collapse of Germany’s ‘traffic light’ coalition government over sharp economic and financial disagreements. Pressure on Chancellor Olaf Scholz for an immediate vote will continue, although new elections by March now seem inevitable.
Kiev “bordering on despair” following Trump landslide
James Davis reports on the bleak situation for Ukraine’s leadership, who are increasingly concerned about potential reductions in American military support, particularly if pressured by the incoming Trump administration to negotiate with Moscow and make territorial concessions.
Yen down, Japanese stocks up on Trump victory
Scott Foster notes that Japan swiftly expressed a commitment to strengthening its alliance with the United States following Donald Trump’s presidential election victory. For Tokyo, however, critical uncertainties remain regarding the incoming American president’s potential demands.
Japanese politics realigns toward the center
Scott Foster assesses Japan’s recent election, which saw Prime Minister Shigeru Ishiba retain his role despite his Liberal Democratic Party (LDP) losing a significant number of seats in the recent election, largely due to public disapproval of scandals associated with rival LDP factions.