Japan exports post first drop in 8 months as auto firms shoulder US tariff costs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 18 2025
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Source: Reuters
Japan's Export Decline: Japan experienced its first export decline in eight months, with a 1.7% drop in May, largely due to U.S. tariffs impacting the automobile sector, which constitutes a significant portion of its exports.
Economic Implications: The ongoing trade tensions and potential tariffs could further strain Japan's economy, complicating monetary policy for the Bank of Japan and potentially reducing GDP by up to 1 percentage point if all proposed tariffs are implemented.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
