Economy February 17, 2026

IMF Says Yen’s Level Is Set by Markets, Offers No Target

Mission chief reiterates Japan’s commitment to a flexible exchange-rate regime and declines to predict possible interventions

By Maya Rios
IMF Says Yen’s Level Is Set by Markets, Offers No Target

The International Monetary Fund does not endorse any specific valuation for the Japanese yen, IMF mission chief for Japan Rahul Anand said, stressing that the currency’s level is the outcome of market dynamics and that Japan maintains a flexible exchange-rate regime. When pressed on whether circumstances might prompt Japanese authorities to intervene to support the yen, Anand declined to speculate on future policy actions.

Key Points

  • IMF mission chief for Japan Rahul Anand said the IMF does not have a view on an appropriate level for the yen, stating its value is determined by market forces.
  • The IMF highlighted Japan's open economy and open capital account as factors behind currency movements and noted that Japanese authorities are committed to a flexible exchange-rate regime.
  • When asked about possible intervention to support the yen, Anand declined to speculate on the authorities’ future actions.

TOKYO, Feb 18 - The International Monetary Fund does not hold a view on what the yen’s ideal valuation should be, Rahul Anand, the IMF’s mission chief for Japan, said on Wednesday.

Speaking at an online news briefing, Anand emphasized that the yen’s value is determined by market forces. He linked that outcome to Japan’s economic openness and its open capital account, which contribute to movements in the currency.

"With (Japan’s) open economy and open capital account, the yen has been moving around. The Japanese authorities are committed to a flexible exchange-rate regime,"

Anand went on to underline the IMF’s position on currency valuation.

"Therefore, the price or the value of the yen is determined by market forces... We don’t think there is a right level of the yen," he said.

When asked whether there were circumstances that could lead Japan to step into the currency market to prop up the yen, Anand declined to offer a forecast of possible policy moves.

"We cannot speculate on authorities’ future actions."


Context and interpretation

The IMF’s comments framed the yen’s recent fluctuations as a feature of an open economy operating under a flexible exchange-rate framework. The institution did not suggest any benchmark or target level for the currency and explicitly avoided predicting whether or when Japanese authorities might intervene in foreign-exchange markets.

What was said and what remains uncertain

  • Rahul Anand reiterated the IMF’s position that there is no single "right" exchange rate for the yen, attributing its level to market forces within an open capital account.
  • The IMF noted Japan's official commitment to a flexible exchange-rate regime, which it presented as the backdrop for recent currency movements.
  • On the prospect of intervention by Japanese authorities to support the yen, the IMF mission chief did not provide guidance and refused to speculate on potential future actions.

Further information

The statements were delivered during an online briefing and reflect the IMF mission chief’s assessment at that time. They do not include any additional commentary on specific policy tools, timing, or thresholds that might prompt official intervention.

Risks

  • Uncertainty about potential official intervention - The IMF declined to speculate on whether Japan’s authorities might intervene, leaving the timing and likelihood of any intervention unclear.
  • Market-driven currency volatility - The IMF noted the yen has been moving around, indicating ongoing volatility that can affect financial markets and trade.
  • Absence of a defined 'right' exchange rate - The IMF’s stance that there is no single correct level for the yen adds ambiguity for market participants making currency-sensitive decisions.

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