Japan Markets

Japan Markets Highlights — Jul 30, 2026 | Aivina

July 30, 2026

Japanese equities exhibited volatility, with the Nikkei 225 experiencing mixed performance over the past three days. The Japanese Yen remained weak against the USD, hovering around the 155-156 level. Bank of Japan officials continue to signal readiness for future policy adjustments, with recent inflation data showing core CPI above the 2% target, suggesting potential for further rate hikes later in the year.

Highlights

Macro Overview

Inflation

March national core CPI rose 2.6% YoY, exceeding the BOJ's 2% target, driven by services and goods price increases.

Interest Rate Outlook

BOJ officials are increasingly seeing conditions for rate hikes, with market speculation leaning towards a hike later this year.

Risk Sentiment

neutral

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