Trump recently stated that the EU has not proposed a fair agreement, and while there is potential for an agreement with Japan, Japan's position remains tough. He also mentioned the impending implementation of pharmaceutical tariffs. Analysts believe that Trump's remarks primarily focus on tariff issues, but some analysts think the importance of tariffs has diminished, and the July tariff suspension deadline may be extended, with the market pricing the average tariff rate at 10%. Businesses are still considering a tariff rate of 10-20%. Positive expectations for global economic growth rely on Trump's 'great deal' and interest rate cuts; if the outcome is poor, it may lead to a repricing of expectations and affect risk sentiment.