On June 17, Trump made remarks stating that the EU has not provided a fair agreement. While a deal with Japan is possible, their attitude is 'tough.' He also pointed out that pharmaceutical tariffs are about to be introduced. Analysts say that Trump's comments mainly focus on tariff issues. However, the analyst believes that tariffs are no longer as important, as the July deadline for (tariff suspension) will be extended if necessary, and the market has already absorbed an average tariff rate of 10%. Additionally, businesses are still considering the issue of 10-20% tariff rates. Positive expectations for global economic growth now depend on Trump's 'beautiful big plan' and interest rate cuts. Negative outcomes in these areas could lead to a repricing of expectations and dampen risk sentiment. (Golden Ten)