Topic：Japan

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

Japan’s new core inflation rises to 2.4% in September: holiday travel pushes up service prices as goods costs also pass through

Japan’s new core CPI accelerated by 0.5 percentage points year on year in September from August, coming in slightly above market consensus and in line with Goldman Sachs’ forecast. A long holiday contributed to higher accommodation and outbound travel prices, while airfares, some durable goods and dining also added upward pressure. Energy inflation was unchanged, while lower fresh food prices limited the increase in headline inflation.

Goldman Sachs · 2026.10.30 02:45

Barclays: Bank of Japan expected to pause rate hikes in October, inflation assessment could pave the way for December

Barclays expects the Bank of Japan to keep its policy rate at 1.25% in October while upgrading its assessment of underlying inflation to broadly consistent with the 2% target. Financial conditions remain accommodative, supporting subsequent rate hikes every three to four months, but weaker domestic demand and a subsequent decline in inflation limit the room for tightening.

Barclays · 2026.10.30 02:45