Economy February 2, 2026

Japan's Finance Minister Backs PM on Weaker Yen, Citing Textbook Effects

Katayama says prime minister noted both upsides and downsides as the dollar climbed above 155 yen after weekend remarks

By Marcus Reed
Japan's Finance Minister Backs PM on Weaker Yen, Citing Textbook Effects

Japan's finance minister defended the prime minister's remarks that highlighted potential advantages of a weaker yen, saying the premier was referring to conventional economic teachings. The defense came as the dollar regained levels above 155 yen following a weekend campaign speech in which the prime minister underscored the currency's benefits for exporters and domestic investment.

Key Points

  • Finance Minister Satsuki Katayama said Prime Minister Sanae Takaichi was referring to textbook effects when discussing the weaker yen.
  • Katayama emphasized that Takaichi noted both downsides and upsides, citing stronger corporate sales and easier exports as potential positives.
  • The dollar climbed back above 155 yen after the prime minister's weekend campaign remarks, contrasting with the finance ministry's efforts to restrain the currency's fall - sectors impacted include exporters, corporate manufacturing, and financial markets.

TOKYO, Feb 3 - Japan's Finance Minister Satsuki Katayama publicly defended Prime Minister Sanae Takaichi's recent comments about the potential advantages of a weaker yen, saying the prime minister was describing "what is written in textbooks."

At a routine press briefing, Katayama framed Takaichi's remarks as general observations on how a weaker currency can affect an economy. "The prime minister was speaking in general terms about the impact of a weak yen on the economy," Katayama said.

Katayama reiterated the specific points the prime minister had made, noting that Takaichi acknowledged there are negative aspects to a depreciating currency but also pointed to positive consequences. "She pointed out that, while there are negative aspects, there are also positive aspects, including stronger corporate sales as domestic investment increases and products made in Japan become easier to export overseas," the finance minister said.

The comments coincided with a market reaction: the dollar rose back above 155 yen after the prime minister, in a campaign speech over the weekend, emphasized the benefits of a weaker yen. That tone contrasted with the messaging from the finance ministry, which has in recent times worked to curb the currency's declines.

The finance minister's remarks sought to cast the prime minister's statement as a discussion of accepted economic effects rather than a policy shift. Katayama's characterization framed the prime minister's points as general economic theory applied to Japan's context, while still acknowledging the trade-offs that a weaker exchange rate can create.

Market participants noted the currency moved following the prime minister's weekend comments, illustrating how political remarks can influence short-term exchange-rate dynamics. The finance ministry's ongoing efforts to stem declines in the yen provide a contrasting posture to the prime minister's emphasis on potential benefits for exporters and domestic investment.


Key takeaways

  • Finance Minister Satsuki Katayama defended Prime Minister Sanae Takaichi's comments, saying the prime minister referenced "what is written in textbooks."
  • Katayama confirmed the prime minister pointed to both negative and positive aspects of a weaker yen, including higher corporate sales and easier exports as domestic investment rises.
  • The dollar rose above 155 yen after the prime minister's weekend campaign remarks, which diverged in tone from the finance ministry's stance of trying to stem the yen's decline.

Risks

  • Negative aspects of a weaker yen acknowledged by the prime minister could weigh on importers and consumers - this introduces risks for sectors dependent on imported inputs.
  • Divergent tones between the prime minister and the finance ministry may increase market volatility, posing short-term risk for currency and financial markets.
  • Currency moves following political remarks could disrupt planning for exporters and firms managing foreign-currency exposure, affecting corporate sales and investment decisions.

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