AI Data Insight
The month-over-month growth rate of Japan's domestic Corporate Goods Price Index (CGPI) in Q2 2026 surged to 2.3112%, significantly surpassing the previous value of 0.7782% in Q1, reflecting a sharp escalation in production-side inflation. Under the dual impact of rising energy prices triggered by Middle East geopolitical conflicts and the depreciation of the yen, imported inflationary pressure is rapidly transmitting downstream along the supply chain, prompting high market expectations that the Bank of Japan may restart interest rate hikes earlier to stabilize prices.