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Marubeni’s CEO said the outcome of the U.S. midterm elections should have a neutral effect on the Japanese trading house’s fiscal 2026 business. The comment, reported via First Squawk, frames the political result as neither a material tailwind nor a headwind for the company’s planning. It matters because Marubeni’s diversified operations span commodities, machinery and infrastructure, leaving it exposed to U.S. policy, trade and spending shifts. Investors will watch whether the company revisits that neutral stance as post-election policy details emerge.

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Marubeni, US midterm elections