Overview
This project empirically examines how the extensive tariff and trade restriction measures implemented under the second Trump administration affect Japanese firms’ exports, overseas production, and investment behavior. Using firm-level and trade data, it focuses on four main themes: (1) the impact of trade policy uncertainty on firms’ production and trade patterns; (2) the effects of tariffs and trade restrictions on foreign direct investment (FDI); (3) the mechanisms and magnitude of tariff pass-through; and (4) the maintenance of a rules-based international economic order and Japan’s policy responses. The ultimate goal is to derive policy implications with the goal of balancing economic security with the principles of free trade.
February 9, 2026 - July 31, 2028
（During the research project period, the research activity period is set from February 9, 2026, to January 31, 2028, and the data usage reporting period is set from February 1, 2028 to July 31, 2028.）
