Why a Weak Yen Is America’s Problem

15年首次干预!日元贬值为何牵动美债?

Big Take

2026-08-05

24 分钟
PDF

单集简介 ...

As the Japanese yen hit a 40-year low against the US dollar, Japan's government stepped in to support its currency. And it has a powerful ally in US President Donald Trump, who is putting the US financial might behind the historic currency intervention in what he called a “signal of friendship.” On today’s Big Take Asia podcast, host K. Oanh Ha sits down with chief Asia foreign exchange correspondent Ruth Carson to unpack how the yen fell so far, what it could take to get it back on track and what’s at stake for the global economy. Read more: Bessent Says Yen Level Problem for Japan, Other Currencies  Further listening: Carry Trades, Explained Could the Chinese Yuan Ever Replace the US Dollar? We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by K. Oanh Ha; Produced by Naomi Ng, Yang Yang, Rachael Lewis-Krisky and Victor Swezey; Reported by Ruth Carson; Edited by Paddy Hirsch and Tracey Samuelson. Fact-checking by Victor Swezey; Engineering by Emma Munger and Taka Yasuzawa. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.
更多

单集文稿 ...

  • Bloomberg Audio Studios: Podcasts, radio, news.

  • Investors are watching the currency markets with bated breath this week

  • as a historic high-stakes intervention by the US and Japanese governments sent shockwaves through the global financial system.

  • At the center of the story, the Japanese yen.

  • Here's a quick look at the yen as Japan and the US warned of further coordinated action.

  • An intervention: the US and Japan warned they won't hesitate to defend the currency further.

  • We haven't seen something like this in what, 15 years?

  • President Donald Trump said the joint intervention was a signal of Washington's friendship with Tokyo.

  • You know, they have a weakening yen and they wanted a little bit of help,

  • and we're always there for Japan, Japan.

  • The Japanese yen had been slumping for months, hitting a 40-year low against the US dollar.

  • Treasury Secretary Scott Bessent raised concerns about the yen volatility earlier this year,

  • and currency traders have been on high alert for the US to step in to support the yen.

  • But the most telling clue that the US might make a move

  • came at a cabinet meeting last Friday at Camp David.

  • It's an honor to be here in this historic place.

  • During that meeting, a photographer looking over Bessent's shoulder spotted something that caught his eye.

  • A photographer from Reuters captured an image of Scott Bessent's notepad,

  • and scribbled across the page were a few words that would soon grab the attention of investors around the world.

  • The notepad clearly displayed underlined words "to do," and on it it showed "buy Japanese yen 5 to 10 bil."