Economy February 11, 2026

Japan Signals Continued Vigilance on Currency Moves Despite Recent Yen Strength

Top currency official says Tokyo remains alert to FX volatility and is coordinating closely with U.S. authorities

By Derek Hwang
Japan Signals Continued Vigilance on Currency Moves Despite Recent Yen Strength

Japan's top currency diplomat reiterated that Tokyo has not relaxed its monitoring of foreign exchange markets after a recent yen rally. The vice finance minister for currency affairs said policy has not changed and that Japanese authorities are maintaining close communication with markets and with U.S. counterparts, even as the dollar traded around 153 yen following swings tied to U.S. payroll data and a strong election outcome for Prime Minister Sanae Takaichi.

Key Points

  • Japan is maintaining an unchanged policy stance on currency intervention and market monitoring, continuing close communication with market participants.
  • Recent yen strength followed Prime Minister Sanae Takaichi's landslide election victory, which investors saw as strengthening her control over fiscal policy.
  • Volatility in FX was temporarily amplified by strong U.S. January nonfarm payrolls data; the dollar traded around 153 yen on Thursday, indicating relative stability after swings.

Japan's senior currency official emphasized on Thursday that authorities have not lowered their guard against volatile movements in the foreign exchange market, issuing a clear warning even after the yen strengthened against the dollar.

Speaking to reporters, Atsushi Mimura - vice finance minister for currency affairs - said Tokyo's stance remains steady. "Our policy remains unchanged. We will continue to closely monitor markets with a high sense of urgency and maintain close communication with markets," he said. Mimura added explicitly: "We have not lowered our guard at all."

The remarks came amid a recent rally in the yen on Wednesday, a move market participants linked to investor expectations that Prime Minister Sanae Takaichi's landslide election victory would leave her well positioned to exert control over fiscal policy in the period ahead. That political outcome was cited by investors as a factor supporting the yen's advance.

Market turbulence briefly reappeared when robust U.S. January nonfarm payrolls data prompted sharp swings in currency trading. Despite those disruptions, the dollar traded in a relatively stable range on Thursday, hovering around 153 yen.

Mimura also confirmed that Japanese authorities have been staying in close contact with U.S. officials. He framed that ongoing communication as part of Tokyo's approach to managing potential cross-border currency volatility, reiterating the government's intent to watch market developments closely and act as needed within its established policy framework.


Context and implications

  • The official language underscores a sustained posture of vigilance by Japanese authorities toward FX market moves.
  • Political developments at home and macroeconomic data abroad have both contributed to recent swings in the yen-dollar rate.
  • Tokyo's continued dialogue with U.S. counterparts is presented as part of its monitoring and response strategy.

Summary of official statements

  • Policy unchanged: Tokyo will keep monitoring markets closely with a high sense of urgency.
  • No relaxation of vigilance: Authorities assert they have "not lowered our guard at all."
  • International coordination: Japanese officials have been in close contact with U.S. authorities.

Risks

  • Currency volatility remains a present risk, as highlighted by the official warning and recent rapid swings tied to macroeconomic data - this affects currency markets and cross-border capital flows.
  • Political shifts influencing fiscal policy - the election outcome cited by investors could alter market expectations and contribute to FX moves, impacting exporters, importers, and financial markets.
  • External data shocks - robust U.S. payrolls briefly triggered sharp swings, underscoring the risk that incoming economic data can prompt sudden market reactions with spillovers into the FX market.

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