🗞️ Yen Selling Dominates as $550 Billion U.S. Investment Plan Supports USD/JPY
分析と予測

🗞️ Yen Selling Dominates as $550 Billion U.S. Investment Plan Supports USD/JPY

18 2月 2026, 03:19
Masayuki Sakamoto
Masayuki Sakamoto
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🗞️ Yen Selling Dominates as $550 Billion U.S. Investment Plan Supports USD/JPY

💴 USD/JPY: Investment Flow Expectations Provide Support

USD/JPY rose to around 153.70, with yen selling taking the lead.

While overall momentum remains moderate,
U.S. President Donald Trump announced Japan’s first tranche of $550 billion in investment and financing into the United States.

👉 Expectations of increased capital outflows from Japan
👉 Anticipation of yen-selling / dollar-buying flows

These factors are providing underlying support for USD/JPY.

📈 Cross Yen Pairs: Broad Yen Weakness

  • EUR/JPY: around 182.01

  • GBP/JPY: around 208.32

  • AUD/JPY: around 108.68

→ Overall tone remains yen-weak across major cross-yen pairs.

The core driver is broad-based yen selling.

📉 NZD/JPY: Diverging on Domestic Factors

NZD/JPY fell to around 92.16.

The Reserve Bank of New Zealand kept its policy rate unchanged and delivered a relatively dovish statement.

👉 Expectations for early rate hikes have receded
👉 NZD selling pressure has intensified

🔎 Summary

Japan’s large-scale U.S. investment announcement is acting as a yen-negative catalyst, supporting USD/JPY.

However, currency-specific factors are creating divergence, and cross-yen pairs are showing mixed performance despite the broader yen-weak backdrop.


#Investment, U.S.