Aurora Macro Strategies

Aurora Japan Report: Bessent Visit Avoids Fireworks, but Offers Little Reassurance

May 12, 2026

JapanUS

Bessent's Japan visit avoided fireworks, but the absence of confrontation does not equal reassurance. Aurora explains what the visit left unresolved for trade, FX, and the U.S.-Japan policy relationship.

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Aurora Japan Report: Bessent Visit Avoids Fireworks, but Offers Little Reassurance