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Japan's Economy Recovers as Yen Weakens, Stocks Rally

1/15/2026

26 5 Full Breakdown

Summary

Story summary

The Carlyle Group says Japan's economy shows signs of recovery as yields rise and the yen weakens.
Jason Thomas, head of global research at the Carlyle Group, says a competitive yen can lift profits.
The yen fell to 159 per dollar, and Japan's stock market rallied.
The Bank of Japan raised rates twice in 2025.
Carlyle's analysis suggests Japan's public debt may be overstated when government investment portfolios are counted.

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Story summary

The Carlyle Group says Japan's economy shows signs of recovery as yields rise and the yen weakens.
Jason Thomas, head of global research at the Carlyle Group, says a competitive yen can lift profits.
The yen fell to 159 per dollar, and Japan's stock market rallied.
The Bank of Japan raised rates twice in 2025.
Carlyle's analysis suggests Japan's public debt may be overstated when government investment portfolios are counted.