AI Data Insight
In Q2 2026, Japan's Housing CPI climbed to 105.0, continuing its upward trend from the previous 104.9, reflecting that long-sluggish housing costs are accelerating upward. Amid expectations of rent hikes for new leases in metropolitan areas and the phase-out of energy subsidies, market consensus believes housing inflation will become a key driver for the Bank of Japan (BOJ) to accelerate the normalization of its monetary policy.