AI Data Insight

According to DataTrack data, the average housing expenditure for households of two or more people in Japan rebounded to 18,267 yen in July 2026, growing approximately 5.6% from the previous month but still below last year's level. Against the backdrop of an 8-month consecutive decline in overall real household consumption, public "inflation fatigue" over rising daily prices remains significant. Moving forward, it is necessary to closely monitor the subsequent impact of the Bank of Japan's potential rate hike path on mortgage costs and real purchasing power.

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