AI Data Insight
According to the latest data, Japan's seasonally adjusted nominal private non-residential investment reached 127.0675 trillion yen in the first quarter of 2026, edging up from the previous 126.076 trillion yen and continuing to hit a record high. Although the nominal value continues to grow, external data shows that real capital investment faces a downward revision dragged by the Middle East situation and high energy costs, with the overall growth rate narrowing significantly. The market is paying close attention to the Bank of Japan's subsequent interest rate hike decisions and the test of inflation pressure on corporate real purchasing power.