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Yahoo Finance @YahooFinance · 2026-07-25

Japan’s $1.8 trillion pension giant might bring money home. That could jolt U.S. stocks and the Fed.

Japan’s pension titan selling foreign assets could push U.S. yields up and sap demand for the dollar.

Quick take

Japan's $1.8 trillion Government Pension Investment Fund may reallocate assets to Japanese financial markets. Prime Minister Sanae Takaichi and Finance Minister Satsuki Katayama have encouraged the fund to invest more domestically. This potential shift could impact US stocks and the Fed, driving interest rates higher.

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