4.4 • 3K Ratings
🗓️ 23 July 2025
⏱️ 15 minutes
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0:00.0 | Who will earn the gold medal for earnings so far this week? |
0:08.3 | Molly Fool Money starts now. |
0:20.7 | I'm Travis Hoym, joined by longtime fools, Lou the Legend Whiteman and Matt the |
0:25.2 | Reit whisperer Frankl. Today we're going to get to earnings from General Motors, Intuitive |
0:29.7 | Surgical, and End Phase Energy, and rate them gold, silver, and bronze. But first, let's |
0:34.9 | talk a little bit about tariffs. We found out late yesterday |
0:37.9 | that the U.S. and Japan have struck a deal that will lower the rate of tariffs from products |
0:43.5 | coming from Japan from 25% to 15%. Japan is also going to invest $550 billion in government-affiliated |
0:50.9 | institutions to, quote, build resilient supply chains in key sectors |
0:55.9 | like pharmaceuticals and semiconductors. |
0:58.3 | Lou, I'm going to give you today's softball. |
1:01.1 | Is this a massive change to global trade or a nothing burger? |
1:04.7 | So it isn't a nothing burger. |
1:06.6 | Japan is our fifth largest trading partner. |
1:08.6 | So this is an important deal to get done. And also, |
1:12.3 | historically, this has been a market that has been somewhat closed to outsiders. So to the extent |
1:17.2 | that whatever this agreement is, they can open up the market for U.S. exporters, that could be |
1:23.2 | significant. But yeah, let's be honest. This is one step in a very long process. |
1:28.3 | Japan, if anything, looks like an easier negotiation than some when we started. |
1:33.3 | So incrementally positive, but we're not, we still have a long way to go. |
1:38.3 | Matt, I want to take this back to manufacturing, in particular some of the auto companies in the U.S., |
1:43.3 | which we'll talk about GM in a moment, but how does this impact companies like Toyota and Honda particular some of the auto companies in the U.S., which we'll talk about |
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