Stock Markets February 23, 2026

U.S. Officials Conducted January Rate Checks to Bolster Yen, Stood Ready to Intervene with Japan

New York Fed acted for the Treasury in preliminary market checks as U.S. officials weighed joint yen-buying support amid election-related market concerns

By Nina Shah
U.S. Officials Conducted January Rate Checks to Bolster Yen, Stood Ready to Intervene with Japan

U.S. authorities ran foreign-exchange rate checks in January aimed at supporting the Japanese yen and were prepared to undertake joint intervention with Tokyo if requested, sources cited by the Nikkei told reporters. The New York Federal Reserve conducted the checks on behalf of the U.S. Treasury without a formal request from Japan’s finance ministry. Treasury Secretary Scott Bessent led the effort amid concerns that political uncertainty ahead of Japan’s general election could unsettle markets and produce global spillovers.

Key Points

  • U.S. authorities conducted rate checks in January aimed at supporting the Japanese yen, carried out by the New York Federal Reserve on behalf of the U.S. Treasury without a request from Japan's Ministry of Finance.
  • Treasury Secretary Scott Bessent led the effort due to concerns that political uncertainty ahead of Japan’s general election could destabilize domestic markets and cause ripple effects in global financial markets.
  • The rate checks were viewed as a preliminary step toward potential coordinated yen-buying intervention; U.S. officials considered intervening if Tokyo requested assistance.

U.S. officials carried out foreign-exchange rate checks in January intended to underpin the Japanese yen and remained willing to conduct coordinated market intervention if Japan sought assistance, the Nikkei reported, citing unnamed government sources.

According to the report, the New York Federal Reserve executed the rate checks as an agent for the U.S. Treasury Department. The action was taken without a direct request coming from Japan’s Ministry of Finance, the account said.

The initiative was led by U.S. Treasury Secretary Scott Bessent, the Nikkei said, driven by concern that political uncertainty tied to Japan’s upcoming general election could unsettle domestic markets and create spillover effects across international financial markets.

U.S. authorities treated the rate checks as a preliminary measure ahead of potential yen-buying intervention. The report added that officials considered stepping into the exchange-rate market to support the yen if Tokyo formally requested such assistance, citing a senior official close to Secretary Bessent.

The description in the report framed the checks as part of a graduated approach - initial market inquiries by the New York Fed on behalf of the Treasury, followed by the option of joint intervention at Japan’s behest. The Nikkei attributed these details to unnamed government sources and to a senior official familiar with the Treasury secretary’s thinking.

Details in the report did not indicate that Japan’s Ministry of Finance had requested direct intervention before the New York Fed initiated the checks. Nor did the account provide additional specifics on timing beyond the month of January, the precise mechanics of the checks, or any subsequent actions taken by either government.

The report underscores the U.S. government’s readiness to coordinate with a key ally on exchange-rate stability when concerns arise, and it highlights how pre-election political dynamics in one country can prompt foreign authorities to monitor and, if necessary, prepare to act in currency markets.

Risks

  • Political uncertainty tied to Japan's general election could destabilize domestic markets - this primarily affects currency markets and could influence global financial market stability.
  • Any decision on joint yen-buying intervention depends on a formal request from Japan’s Ministry of Finance - this creates uncertainty for foreign-exchange market participants and related financial sectors.
  • Preliminary rate checks and the possibility of intervention signal potential market sensitivity to policy coordination, posing risks to investors in FX, cross-border fixed income, and equity markets if volatility increases.

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