🇯🇵 Japan Economic & Market Update — Jan 26, 2026


📊 Key Data

• Leading Economic Index (Nov): 109.9 (vs 110.5 expected)

• Securities Financing Transactions (Dec): Released by BOJ

• Corporate Services Price Index (CSPI): Report due (prev 2.7% YoY)

• Housing Starts & Consumer Confidence: Scheduled


🏦 BOJ Update

• BOJ published the January 2026 Outlook for Economic Activity and Prices

• Policy rate unchanged at 0.75% (decision on Jan 23)


💱 FX & Markets

• Yen strengthened after comments on possible currency support

• USD/JPY fell below 154.2

• Nikkei 225 closed -1.68% at 52,943


Source: BOJ, Japan Government


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