AI Data Insight
In Q2 2026, the average propensity to consume for Japanese workers' households leaped significantly to 86.1%, escaping the previous trough of 73.9%. Benefiting from the Shunto wage increases and the demand associated with the new life in spring, spending on durable goods rebounded strongly. However, under inflationary pressures, the public has shifted toward "selective consumption," indicating that households still retain a defensive tone amidst expenditure expansion.