President Trump’s trade deals with Asian allies are under threat after South Korea said Washington’s terms were unrealistic and Japan hinted that their agreement may need to be reviewed.

“We are not able to pay $350 billion in cash,” South Korea’s National Security Adviser Wi Sung-lac said. “It is objectively and realistically not a level we are able to handle.”

Seoul and Washington agreed in July to a $350 billion investment pledge as part of a trade deal to lower US tariffs to 15% from 25%. A similar pledge made by Japan worth $550 billion also remains unclear.

Last week, Trump announced new tariffs on pharmaceuticals, heavy trucks, and furniture, including a 100% duty on patented drugs, with some exemptions.

This move is one of Trump’s new industry-focused duties and shows the rapid expansion of his tariff regime. While the president has long previewed the pharma tariffs, the other goods represent new trade targets.

The new tariffs range from 30% to 100%. Exceptions for pharmaceuticals apply if the producer is building a manufacturing plant in the US or if the country has a trade agreement that covers drugs, according to the White House.

Earlier in the week, Trump floated using revenue the US has accrued from his tariffs to offer bailouts to farmers struggling with the early effects of the duties.

Trump said farmers are, “for a little while, going to be hurt until the tariffs kick into their benefit.”

It’s unclear what mechanism the administration would use to provide relief to farmers, and it could run into issues with a looming Supreme Court review of the tariffs. An unfavorable ruling to the administration, which would follow lower court decisions, could force the administration to refund billions of dollars of that revenue.

Elsewhere, the US and China are reportedly in the final stages of negotiations for a “huge” Boeing (BA) aircraft deal that could end up as a “centerpiece” of a broader trade agreement.

The US and China have made progress toward various contours of a broader deal following a call between Trump and China’s President Xi Jinping last week. Trump said after that call that the countries had reached an agreement to spin off the TikTok app in the US, with the White House later naming Oracle (ORCL) as part of the consortium of investors.

Trump said the two leaders plan to conduct a series of meetings in the coming months, as Yahoo Finance’s Ben Werschkul reported.

Read more: What Trump’s tariffs mean for the economy and your wallet

Here are the latest updates as the policy reverberates around the world.

LIVE 1924 updates

Jenny McCall

Taiwan must help US to make half its chips: Lutnick

Washington has demanded that Taiwan move investment and chip production to the US so that half of American demand is manufactured locally.

Bloomberg News reports:

Read more here.

Jenny McCall

Under Trump, US cedes its share of China’s beef market to Australia

Jenny McCall

Trump’s $900B funding demands face Korea, Japan caution

President Trump’s trade deals with South Korea and Japan face a fresh threat as both Seoul and Tokyo push back on their investment pledges in the US.

South Korea agreed in July to a $350 billion investment promise as part of a trade deal to lower US tariffs to 15% from 25% and Japan pledged a similar investment worth $550 billion but the deals now appear to be in jeopardy.

Bloomberg News reports:

Read more here.

Jenny McCall

AstraZeneca to switch to direct US listing and pledges $50B US investment to avoid tariffs

AstraZeneca (AZN) plans to list its shares on the New York Stock Exchange and has pledged a $50 billion investment in US manufacturing by 2030 in a bid to attract more global investors but also avoid hefty tariffs on pharmaceutical imports.

Reuters reports:

Read more here.

Jenny McCall

China Inc.’s already low profit margins at risk from US tariffs

South Korea says it can’t pay the US $350 billion upfront as Trump suggested

Despite a “handshake deal” the two countries made in July to lower US tariffs on South Korea, a top aide to South Korea’s president said the country can’t afford to make the payment upfront, as US President Trump has suggested, Reuters reports:

Read more here.

US soybean farmers feeling the impact of Trump’s trade war with China

China has stopped buying US soybeans amid a rising trade war with Washington, the Associated Press reports, and farmers are feeling anxious:

Read more here.

Trump considering tariffs on electronics imports based on number of chips

Countries with trade deals that cover drugs won’t face new pharma tariffs, White House says

Jenny McCall

Foreigners are buying US stocks at record pace despite trade war

Concerns around whether people would boycott US products grew after President Trump announced tariffs earlier this year. However, it seems foreign investors buying US equities “Buy America” was key.

Bloomberg News reports:

Read more here.

Jenny McCall

Daimler Truck, Traton slide over Trump’s truck tariffs

Daimler Truck (DTG.DE, DTRUY) and Traton (8TRA.ST) shares fell on Friday after President Trump announced tariffs on heavy-duty trucks.

Bloomberg News reports:

Read more here.

Jenny McCall

Trump says South Korea, Japan will pay billions ‘upfront’ in investment

Jenny McCall

US plans 1:1 chip production rule to curb overseas reliance: WSJ

The US plans to ask chipmakers to manufacture at home as many chips as their customers import in a bid to reduce reliance on foreign supply.

Reuters reports:

Read more here.

Jenny McCall

Trump’s new push: He is ‘never going to be done with tariffs’

President Trump’s announcement that he will impose tariffs on pharma imports, which includes a 100% duty on patented drugs, unless the producer is building a manufacturing plant in the US. Those tariffs will come alongside duties on heavy trucks, kitchen cabinets, and furniture items.

Trump posted on Truth Social that the tariffs would come into effect on Oct. 1, 2025.

Trump’s post was one of several that focused on industry-specific tariffs. Imported heavy trucks will be subject to a 25% duty, kitchen cabinets and bathroom vanities will be hit with a 50% levy, and upholstered furniture imports will be taxed at 30%.

This latest move from Trump is a sign of the rapid expansion of his tariff agenda. Both markets and analysts have already started to react.

Bloomberg News reports:

Read more here.

Trump declares Oct. 1 date for new tariffs on furniture, kitchen cabinets, and pharma

In the most recent of a trio of posts on Truth Social, President Trump said the US would impose tariffs “on all Kitchen Cabinets, Bathroom Vanities, and associated products” alongside “a 30% Tariff on Upholstered Furniture.”

Trump cited a “FLOODING” of the products into the US from foreign countries as the reason behind the tariffs.

Trump also posted “we will be imposing a 100% Tariff on any branded or patented Pharmaceutical Product, unless a Company IS BUILDING their Pharmaceutical Manufacturing Plant in America.”

Trump’s first post in the flurry of announcements was the declaration of a 25% on all heavy truck manufacturers. He declared that “Heavy (Big!) Trucks” from overseas would be targeted in the first move in that industry.

Brett LoGiurato

Trump floats bailouts for farmers using tariff revenue

President Trump on Thursday floated using some of the tariff revenue the US has taken in so far to provide cash bailouts to farmers struggling with the early effects of the duties.

“We’re going to take some of that tariff money and give it to our farmers,” Trump said.

He admitted that farmers are, “for a little while, going to be hurt until the tariffs kick into their benefit.”

The administration has for weeks said it is looking into the potential relief for farmers, though it’s unclear how they would attempt to provide it. The Trump administration provided billions in farmer aid during the trade wars of his first term, mostly due to the effects of retaliatory tariffs from China.

Jenny McCall

White House adviser Hassett cites enormous progress on China-US trade talks

Automakers to save $700M a month as trade deal with US takes effect

Trade Representative Maros Sefcovic said on Thursday that European automakers are set to save up to $700 million a month now that the EU-US trade deal is in place.

AP reports:

Read more here.

Jenny McCall

China signals that purchases of US soybeans hinge on tariff removal

When asked if China will start purchasing US soybeans again, a Chinese commerce ministry spokesperson said the US must remove “unreasonable tariffs” first.

Reuters reports:

Read more here.

Jenny McCall

Philips in talks with US over probes of medical technology imports