AI Data Insight

The year-on-year growth rate of Japan's Corporate Goods Price Index (CGPI) for Q2 2026 (May) jumped to 6.3%, not only significantly surpassing the previous reading of 4.9% but also exceeding the market expectation of 5.5%. Under the dual catalysts of the Iran war pushing up oil prices and the depreciation of the yen, import prices rebounded strongly, forcing the Bank of Japan to face a policy dilemma brought on by "supply-side inflation."

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