日経サタデー ニュースの疑問 2025年2月8日 速報！日米首脳会談を分析…初対面の成果は？
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00:00Thank you for joining us.
00:02We will now begin the press conference.
00:04Please take your seats.
00:11Good morning.
00:12Good morning.
00:13We will begin the press conference on February 8.
00:16Let me introduce our guest for the day.
00:20This is Mr. Saito, the former Minister of Economy and Industry.
00:24Good morning.
00:27This is Mr. Tetsuo Kotani, a professor at Meikai University.
00:32Good morning.
00:33Good morning.
00:36This is Mr. Naoya Yoshino, the head of the International News Center for the Japanese Economy.
00:42Good morning.
00:43Good morning.
00:46Today, I will be talking with these three guests.
00:50Let's take a look around.
00:54This is the first floor of the Japan-U.S. Summit.
00:58Let's take a quick look.
01:00Mr. Yamakawa.
01:01Today, I would like to take a good look at this and see if it was successful or not.
01:10It says here,
01:12the results of hard work and hard study.
01:14It seems that Mr. Ishiba has learned a lot.
01:18Mr. Kishida, Mr. Aso, and Mr. Son of SoftBank,
01:24I would like to see if the results of their hard work and hard study were successful or not.
01:32Mr. Ishiba, I would like to ask you again.
01:34The first Japan-U.S. Summit was held with President Trump.
01:38I would like to ask Mr. Hirohito Nakamura, the director of TV Tokyo,
01:42about the first Japan-U.S. Summit.
01:45Mr. Nakamura.
01:48Yes.
01:49Many Japanese government officials have said that
01:52the first Japan-U.S. Summit had a very good atmosphere.
01:59At the beginning of the summit,
02:01President Trump, who was relaxed as usual,
02:05Mr. Ishiba, who was relaxed as usual,
02:08started with a little nervousness.
02:11At the beginning, Mr. Ishiba touched on Mr. Abe,
02:14who built a good relationship with President Trump.
02:17He emphasized that Japan and the United States of America have a very close relationship,
02:21and that he wants to work together to make the world a more peaceful place.
02:26In addition, he studied the construction of factories in the United States
02:30by Toyota and Isuzu, which own a large number of automobiles,
02:33and said that Japan's investment in the U.S.
02:35would be the best in the world for five consecutive years,
02:37and that he would like to extend it further.
02:39In the past, Mr. Ishiba talked about President Abe,
02:41who was a political enemy,
02:43and Mr. Ishiba touched on the US-U.S. investment that President Trump likes.
02:46Mr. Ishiba said that he wanted to advance the relationship with President Trump
02:50with this hand and that hand.
02:53Mr. Nakamura, the joint meeting was over through the whole,
02:59but Mr. Ishiba said that he didn't throw the high ball
03:03that he was worried about in advance.
03:06Is it okay to take it that way?
03:10Yes.
03:11President Trump said that he wanted to make it equal
03:15by proposing a trade deficit for Japan.
03:20In addition, President Trump emphasized that
03:23if the resolution of the Sino-Japanese trade deficit does not occur,
03:26it is always an option to impose tariffs on Japan,
03:29and that tariffs on automobiles in particular are always an option.
03:34Regarding Mr. Trump, who made a deal on tariffs on negotiations,
03:38it is assumed that Japanese government officials were within the expected range,
03:42including this tariff statement,
03:45but it seems that we need to continue to be careful about how President Trump will appear in the future.
03:49That's all for the broadcast.
03:51Yes, it was a broadcast from Washington.
03:53I will hear from Mr. Nakamura again later.
03:56Mr. Saito, I will deepen one by one,
03:59but first of all, what is your overall impression?
04:03I think that the content that should be incorporated,
04:07including security guarantees and the economy,
04:11has been almost incorporated,
04:14so I think that there were enough results in terms of content.
04:18In addition, I was impressed that President Trump was very careful about Prime Minister Ishiba,
04:27so I thought it was a real surprise.
04:33Mr. Abe also talked a lot about Mr. Ishiba,
04:39and at the joint press conference,
04:43he asked Mr. Ishiba to ask more questions,
04:46so I felt that he was very popular overall.
04:49This was really a surprise.
04:52I thought that the relationship between Japan and the U.S. was important,
04:56so I thought that there was a certain degree,
04:59but I was very impressed that he raised Prime Minister Ishiba so far,
05:05so this was a surprise to me.
05:08How about you, Mr. Kodari?
05:10I think it was a success as a face-to-face meeting.
05:16However, after this,
05:18the overall policy of the Trump administration has not yet been decided,
05:22so it is possible that various orders will be placed on Japan after this,
05:26so I think that we should not be at ease with this.
05:30However, in the joint press conference,
05:33there was a strong reaction from Mr. Trump to Mr. Ishiba's statement,
05:40and after Mr. Trump gave a complete response to Japan,
05:45when Mr. Ishiba was asked if he could impose a return on investment on Japan,
05:50he responded that he could not answer the family's question.
05:55At that time, Mr. Trump showed a very welcoming attitude.
05:59Also, that response was good even in the Trump administration.
06:04It seems that it was evaluated that he was a flexible person,
06:10so I think that Mr. Ishiba's evaluation has increased in the Trump administration as well.
06:16He even said that he could not answer the family's question,
06:19and that it was normal in the National Assembly,
06:22and that made the reporters laugh a lot.
06:25That's right.
06:26It was not a general response in the United States,
06:30so it seemed like a new policy.
06:32I see.
06:33How about you, Mr. Yoshino?
06:34I agree with both of you,
06:36but what impressed me was that Mr. Trump used to say the word Prime Minister,
06:43but for the first time, as far as I know, he said the word Ishiba.
06:48After all, this is a result of the preparation,
06:52and another high-evaluation background is that
06:56Mr. Trump and Mr. Ishiba,
06:59it's a bit rude to say this,
07:01but their expectations were very low.
07:04If you open the lid,
07:06at the level of the usual Japan-U.S. trade talks,
07:09it's not a very special story,
07:13but for both of them,
07:15the current situation led to evaluation.
07:18It's like saying that we will continue with all the policies across the board.
07:24For example, foreign exchange security guarantees.
07:27In fact, their expectations were low,
07:30but I think it led to evaluation just by acknowledging the usual things.
07:37When you look at it from the perspective of the people,
07:40I think it's okay this time.
07:42That's what the general public thinks.
07:44That's right. I was interviewing,
07:46and there is a comparison with Mr. Abe about Mr. Ishiba,
07:49so I wonder if it's really okay.
07:51I wonder if such a Japanese-style parliamentary debate can irritate for a long time.
07:56There are various things.
07:57I think there were people who intentionally lowered their expectations,
08:00and people who really thought so.
08:03As a result, they were able to do it normally.
08:06Trump is the same.
08:09I think it was a bit of a strategy.
08:11I think so.
08:13After the commercial,
08:15let's take a look at what the Japanese and American leaders talked about at the joint press conference.
08:20This special feature will be an analysis of the contents of the Japanese-American summit.
08:28First is the first theme.
08:30It's about whether the talks were successful.
08:33This time, the Japanese-American summit was a hasty one-night-three-day during the National Assembly.
08:39The first summit was a small number of people.
08:43After that, we had a working lunch while eating for over an hour.
08:48After that, we went to the joint press conference.
08:51First, please take a look at that video.
08:59Japan and the United States of America are now in a very close relationship.
09:04It's all about the first Trump administration.
09:11Prime Minister Abe, who is no longer with the President,
09:16and the two of them made me realize that.
09:41Thank you very much.
10:11The great Shinzo Abe.
10:13And we look forward to seeing even more so.
10:17And I'm pleased to say that this week,
10:19my administration approved nearly a billion dollars in foreign military sales to Tokyo.
10:25We agreed to cooperate even more closely to combat the Chinese economic aggression,
10:31which is quite aggressive.
10:33I'm also pleased to announce that Japan will soon begin importing historic new shipments
10:38of clean American liquefied natural gas in record numbers.
10:43It'll be record numbers.
10:45Chronic trade deficits not only undermine our economy, they really do,
10:51and we're going to get rid of the trade.
10:53We have a trade deficit with Japan of over $100 billion,
10:56but we're going to work that out, and I think very quickly, frankly.
11:00We can do it just on oil and gas.
11:02The idea of U.S. Steel is a very important company to us.
11:06We didn't want to see that leave.
11:08They've agreed to invest heavily in U.S. Steel as opposed to own it.
11:36I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:38I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:40I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:42I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:44I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:46I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:48I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:50I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:52I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:54I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:56I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
11:58I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
12:00I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
12:02I'm pleased to announce that Japan will soon begin importing historic new shipments of clean American liquefied natural gas in record numbers.
12:04Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:06Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:08Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:10Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:12Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:14Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:16Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:18Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:20Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:22Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:24Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:26Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:28Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:30Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:32Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:34Mr. Prime Minister, the President's affinity to the United States and the U.S. has always been strong.
12:36If the U.S. places tariffs on Japanese imports, would Japan retaliate?
12:52That's a very good answer.
12:54Very good answer. Wow!
12:58That's very good. He knows what he's doing.
13:06U.S. steel purchase issue, President Ishiba strongly recognizes that it must be a unilateral relationship in which both sides benefit from each other.
13:14President Trump says that it is not a purchase issue, but a multilateral investment.
13:19And on the issue of tariffs, President Ishiba says that it should be set in a form that benefits each other.
13:25President Trump says that mutual tariffs are a fair way to do it.
13:29And on the issue of security cooperation, President Ishiba confirms that it is applicable to the Five-Priority Initiative on the Security Treaty of the United States and Japan.
13:37President Trump says that he will use his power to protect his allies.
13:41Regarding economic cooperation, President Ishiba said that he would like to raise the import and expansion of U.S. LNG to $1 trillion, etc.
13:51Mr. Saito, the scene of the meeting came out, but where do you pay attention?
13:56What we were most worried about was that there might be some things that we had to agree on in the first place that would be overturned on the basis of capital.
14:07President Trump often does things that are different from what he has accumulated, so I was most worried about that, but there was hardly any.
14:20After all, I think that we were able to make a proper agreement in the field of economic and security guarantees.
14:33Mr. Kotani.
14:35Well, from the Trump camp in advance, I said that I was not going to do it with the issue of trade or defense at this summit.
14:48What the Trump administration wants most is a joint strategy with Japan.
14:55However, I think that it was exactly the same content when I saw this joint meeting or the joint statement, so I think that the U.S. side was able to make a good deal with Japan.
15:08Of course, I think that at the stage of actually implementing it, different ideas will come out, but I think that it will be necessary to manage it well in the future.
15:19I will take up the issue of security guarantees in more detail, but the phrase China was included, wasn't it?
15:26There was also an observation that the gaze would disappear in advance, but I think that the U.S. side was also particular about it.
15:34Well, the U.S. was the pillar of the joint strategy this time, so I think that the word China was removed from the U.S. at least.
15:44Not only in terms of security guarantees, but also in terms of economic security guarantees, including technology.
15:51After all, China was at the top of the list, so I think that it was such a content that we will discuss it and deepen our cooperation in the future.
16:00Mr. Yoshino, where did you pay attention?
16:02Well, I think that the keyword of this summit was continuity.
16:08In other words, the security guarantees of foreign countries and the economy are the same, but for the time being, can we continue with Japan's defense and China's problems?
16:16In other words, there are things that the U.S. and Japan have accumulated.
16:21It's the same with the nuclear issue, and this is Taiwan.
16:24I think that China's problems can be trained on the Taiwan Strait issue, so I think that it is natural that that part was firmly incorporated in the sentence and in the statement, but I think that the meaning is big.
16:39Let's go to Washington again.
16:41Yes, I would like to ask Director Nakamura of the Washington Bureau, who participated in the joint meeting of the Nishibe Shuno Kaidan again.
16:47Mr. Nakamura, what was the atmosphere of the meeting like?
16:52Yes, at the Shuno Kaidan, which was held ahead of the joint meeting, I saw President Trump making a deal with Prime Minister Ishiba, so I was wondering if Trump would appear at the meeting, but it was held in a peaceful mood.
17:13First of all, what President Trump handed over to Prime Minister Ishiba at the beginning of the meeting was a photo taken by the two of them in the White House and a photo book using his own photo as a cover.
17:26In addition, Trump said,
17:28It would have been nice if I was as handsome as Prime Minister Ishiba, but I also saw a scene where he joked that he wasn't.
17:35The reason why President Trump was in a good mood so far was that Prime Minister Ishiba announced that he would expand the US investment of Japanese companies to $1 trillion, or about 151 trillion yen.
17:47Prime Minister Ishiba also announced that he would purchase LNG, liquid natural gas from the United States.
17:54He said that the Japanese companies' interest in the US investment is increasing, and he appealed to Japan to contribute to the expansion of employment in the United States and economic growth.
18:04I'm curious about how the American side is conveying this, but is there any information in it?
18:11Yes, the American media is also openly and openly disclosing the relationship between President Trump and Prime Minister Ishiba.
18:20The American political site Politico says that President Trump has established a friendly relationship with the new leader of Japan.
18:29Other American media also say that Prime Minister Ishiba wants to improve his political position in Japan by grasping the heart of President Trump.
18:39For Prime Minister Ishiba, who said that he had taken precautious measures against President Trump, it was a good step forward for the construction of a new relationship between Japan and the United States.
18:53Mr. Saito, the American side is also conveying it in an effective way without any strict arguments.
19:00Before President Trump took office, there was a close relationship between President Trump and the leaders of other countries, but it was quite intense.
19:13That was not the case for Mr. Ishiba.
19:18For the American media who are looking at various steps, I think it was a good start and a strong impression.
19:30As I said at the beginning, in that sense, it was a surprise for me to get this far.
19:38What do you think about the background of the surprise and how Trump acted at this time?
19:44That's important. I think he's probably thinking strategically.
19:50We need to analyze what that is. I don't think it's just good or bad.
19:59I can think of various things.
20:01As I said earlier, there was a relationship with China.
20:04What I was worried about was that some of the Trump supporters in the United States, like Rubio, who is the Secretary of State,
20:12some of them are anti-China, and some of them are like Elon Musk, who mainly thinks about business.
20:20Mr. Trump suddenly allowed TikTok.
20:25And then there's DeepSeek, which is a bit of a concern.
20:30I was wondering how far he was going to go with China.
20:40I was wondering how far he was going to go with China.
20:50I was wondering how far he was going to go with China.
21:00Mr. Kotani, what about that?
21:02Mr. Kotani, you said earlier that the U.S. was most interested in what would happen to China.
21:09What do you think about the way this was put together in the end?
21:15The competition with China is the most important issue for the Trump administration.
21:23Of course, there are differences in positions within the administration, but overall, it's the most important issue.
21:31Japan's position is one of the most important allies in the middle of the competition.
21:38This is also shared.
21:40It is also the image of Japan that Prime Minister Abe planted on President Trump.
21:46I think there was a joint declaration on the extension of that.
21:51There was a reaction from the American media earlier.
21:54But the most important thing is that he's an influencer, not a mainstream media.
22:01Unlike Elon Musk, there are influencers like Charlie Kirk, who has millions of followers.
22:08He goes to the White House on a daily basis.
22:11He's the one who's got Greenland's purchases on Trump.
22:16If you look at Charlie Kirk's post earlier, you can see that he's very highly evaluating his meeting with Japan.
22:23Especially when it comes to increasing investment.
22:26In that sense, I think it was a success in that sense that Japan was not able to focus on the Trump administration.
22:35Yes.
22:37After the commercial break, we will talk about the economy and tariffs discussed at the summit in Japan and the US.
22:44I will talk about the economy, tariffs, and US steel.
22:50I will talk about the economy, tariffs, and US steel.
23:00First, I will talk about the main points related to the economy.
23:05First, I will talk about the main points related to the economy.
23:11Second, I will talk about the main points related to the economy.
23:16Third, I will talk about the main points related to the economy.
23:27Fourth, I will talk about the main points related to the economy.
23:39I'm curious about a few things.
23:41I'm curious about a few things.
23:45I'm curious about a few things.
23:50Yes, about US steel.
23:52Here.
23:53U.S. steel sales plan was canceled by President Trump.
23:58U.S. steel sales plan was canceled by President Trump.
24:06U.S. steel sales plan was canceled by President Trump.
24:12U.S. steel sales plan was canceled by President Trump.
24:18U.S. steel sales plan was canceled by President Trump.
24:24U.S. steel sales plan was canceled by President Trump.
24:36U.S. steel sales plan was canceled by President Trump.
24:46U.S. steel sales plan was canceled by President Trump.
24:54U.S. steel sales plan was canceled by President Trump.
25:02U.S. steel sales plan was canceled by President Trump.
25:10U.S. steel sales plan was canceled by President Trump.
25:20U.S. steel sales plan was canceled by President Trump.
25:30U.S. steel sales plan was canceled by President Trump.
25:38U.S. steel sales plan was canceled by President Trump.
25:46U.S. steel sales plan was canceled by President Trump.
25:54U.S. steel sales plan was canceled by President Trump.
26:02U.S. steel sales plan was canceled by President Trump.
26:10U.S. steel sales plan was canceled by President Trump.
26:18U.S. steel sales plan was canceled by President Trump.
26:26U.S. steel sales plan was canceled by President Trump.
26:34U.S. steel sales plan was canceled by President Trump.
26:42U.S. steel sales plan was canceled by President Trump.
26:50U.S. steel sales plan was canceled by President Trump.
26:58U.S. steel sales plan was canceled by President Trump.
27:06U.S. steel sales plan was canceled by President Trump.
27:14U.S. steel sales plan was canceled by President Trump.
27:22U.S. steel sales plan was canceled by President Trump.
27:30U.S. steel sales plan was canceled by President Trump.
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47:10Mr. Kotani, thank you for joining us.
47:14After the commercial break, we will have some market information.
47:22Tomorrow's Nikkei Sunday Salon.
47:24Our guest is President Akira Nagatsuma of the Liberal Democratic Party.
47:28He will talk about how to respond to next year's budget,
47:31and what to focus on in the summer election.
47:34Please enjoy.
47:35Now for some market information.
47:37Let's take a look at the January employment statistics in the U.S.,
47:40which were announced last night.
47:43The number of unemployed people in the non-agricultural sector,
47:46which is said to be a significant indicator of the economic situation,
47:49increased by 143,000 compared to the month before.
47:51Market expectations are down.
47:53Unemployment rate was 4.0% and improved by 0.1 points.
47:57Average hourly wage was 4.1% higher than a year ago.
48:02The New York Dow Jones fell in the New York stock market on the 7th.
48:06The January employment statistics were mixed with strong and weak,
48:09but the addition and subtraction shifted behind,
48:12which led to the sale of stocks.
48:14President Trump said he would issue new tariffs.
48:19The Dow Jones fell $44,303, which is $444 cheaper.
48:24The Nasdaq, which is a high-tech stock, fell by half.
48:27The Dow Jones fell by 268 points to $19,523.
48:33The New York foreign exchange market ended at $1.151,
48:38which is $5,000 higher than the $1.151, which was $35,000 to $45,000.
48:41The average daily income in Chicago was $38,375.
48:46It is $400 cheaper than the average daily income on Friday.
48:51I asked a market official about the stock prices at the end of March.
48:55Mitsubishi UFJ E-Smart is expected to sell for $45,000.
49:00Kawai is expected to sell for $40,000.
49:05The Trump administration is raising the risk of a split
49:08by the end of the half-year period.
49:10Hiroki Mannex is expected to sell for $40,000.
49:14He is expected to buy at the end of the year
49:17to get his rights back,
49:19but he says he is short of stock to sell for $40,000
49:22from the $38,000 range that has been going on for a long time.
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