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Japanese automakers vulnerable to one-two punch of Iran war, yen rally
Japanese automakers face vulnerability due to a combination threat described as a one-two punch. This risk is derived from both the potential impact of the Iran war and market pressures related to a yen rally.
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Adjacent reporting
- Japan's 'Final Warning' on Yen as US Rate Gap, Iran Tensions Bite | The Pulse 4/30
- Yen Briefly Rallies as Traders Eye Japan Intervention Risk
- Japan’s Toyota reports hefty profit on cheap yen and solid car sales
- Japan's smaller firms struggle to pass on higher costs from Iran war
- When pressure fuels more pressure
- Iran Strikes 'Hostile Targets'; Yen Weakens Past 158 | The Asia Trade 8/7/2026