Japan Stocks Draw Largest Weekly Inflow Since 2013 After $2.2B US Loan Signing: BofA

Foreign investors delivered the largest weekly inflow into Japanese equities since May 2013, reversing late-2025 outflows of up to $12 billion weekly, per BofA and EPFR data. This surge followed Japan's signing of a $2.2 billion loan—the first tranche of a $550 billion U.S. investment pledge tied to a trade deal slashing U.S. tariffs on Japanese imports to 15%. The loan finances $36 billion in initial U.S. projects, with Japan Bank for International Cooperation covering one-third and commercial banks the rest, guaranteed by NEXI. Drivers include a weaker yen, corporate reforms, and diversification from U.S. assets, supporting the Japan 225 amid ongoing cross-border momentum.