AI Data Insight

The latest data for the third quarter of 2026 shows that the average monthly spending on services by Japanese households with two or more people reached 120,400 yen, an increase of 4.8% from the previous observation. Although overall real household consumption contracted due to the drag from durable goods, service-oriented consumption such as accommodation and dining out remained supported by wage growth. The market is closely monitoring the impact of the Bank of Japan's interest rate hikes on subsequent domestic demand.

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