2026年5月1日，在日本政府确认对外汇市场进行干预后，日元汇率出现大幅上涨。此前，日元兑美元汇率跌至近四十年来低点，促使当局发出了“最后”警告。此次行动扭转了日元数月以来的疲软走势，也印证了1月份市场此前的猜测。
此次日本的干预行动是在财务大臣片山皋月及其他官员多次对日元自2025年底以来的持续贬值表示紧急关注之后采取的。在干预行动之前，日元汇率徘徊在20世纪80年代以来的最低水平附近，推高了进口成本并给经济带来了压力。
这是2026年首次得到证实的干预行动，呼应了1月份因片山皋月表达“紧迫感”、日本央行行长植田和男维持利率政策稳定以及美联储问询而引发的市场猜测。日本财务省证实了此次操作，推动日元在剧烈波动的国际外汇市场中急剧走高。
此次事件凸显了涉及日本央行（BOJ）、外汇市场以及片山皋月等政界人士在日元动态方面的持续紧张关系。这是对日元长期贬值的直接回应，也可能暗示若日元持续疲软，未来将采取更多协调一致的行动。（来源：《日本时报》、官方声明。）
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U.S. and Israeli forces attacked Iran over the weekend in a massive assault that killed Ayatollah Ali Khamenei, the nation's supreme leader for nearly four decades. This triggered retaliatory strikes in the Middle East, prompting Japanese police to bolster security at U.S. and Israel-related facilities. Stock markets in Tokyo opened lower, and Bank of Japan Deputy Governor Ryozo Himino stressed the need to monitor the situation.
Japan reportedly conducted a large-scale yen-buying operation using around $35 billion, driving the USD/JPY rate down nearly 3% to 155.5. Bank of Japan data supports the intervention's scale, which would mark the first official action in nearly two years if confirmed. The move highlights Tokyo's limited tolerance for ongoing yen weakness amid rising import costs.
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Following its May 1 intervention that propelled the yen higher, Japan's Vice Minister of Finance Satsuki Katayama stated on May 5 that the country can conduct two more interventions before November under IMF guidelines. Authorities also warned traders to stay alert as yen battles intensify.
The Bank of Japan on April 28 kept its benchmark interest rate at 0.75% for the second consecutive meeting, as the war in Iran closed the Strait of Hormuz and spiked oil prices. The policy board voted 6-3, signaling potential hawkishness ahead.
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A leading indicator of Japan's services sector prices rose 2.6% in January from a year earlier, matching December's gain. The data signals that rising wages from a tight labor market continue to exert inflationary pressure on the economy. Bank of Japan figures released on Wednesday highlight this trend.