穆迪分析经济学家Stefan Angrick指出，特朗普宣布的美日贸易协议虽抢尽风头，但更紧迫的戏剧性场面可能将在日本政坛上演。就在数日前，日本执政联盟在参议院丧失多数席位，使日本首相石破茂遭受重创。
Angrick认为事件时序表明，石破茂政府刻意将协议签署推迟至选后完成。此前石破茂曾将关税危机塑造为“需要超越政治分歧举国应对”的紧急状态，以此作为留任理由。Angrick分析称，随着关税威胁减弱，这一逻辑正变得摇摇欲坠。若其辞职，继任者可能重新审视这份被反对派指责为“单边让步”的协议。
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