Updated
Updated · CNBC · Jun 19
Japan Core Inflation Holds at 1.4% as BOJ Warns Energy Could Breach 2% Target
Updated
Updated · CNBC · Jun 19

Japan Core Inflation Holds at 1.4% as BOJ Warns Energy Could Breach 2% Target

3 articles · Updated · CNBC · Jun 19

Summary

  • Japan’s core consumer inflation stayed at 1.4% in May, matching forecasts, while headline inflation edged up to 1.5% from 1.4%.
  • Core-core inflation, which strips out fresh food and energy, eased to 1.8% from 1.9%, suggesting underlying consumer price pressure remained contained.
  • Energy prices fell 2.5% year on year, a smaller drop than April’s 3.9%, reinforcing Bank of Japan concerns that higher fuel costs could lift its underlying inflation measure above 2%.
  • Business costs are already rising faster: Japan’s producer prices climbed 6.3% in May, the quickest pace in more than three years, as firms absorbed higher energy bills.
  • The inflation risk is compounded by a yen near 160 per dollar, which raises import costs for energy as Japan copes with supply fallout from the Iran war.

Insights

Will Japan’s biggest wage hikes in 30 years spark growth or just be consumed by inflation?
As the Iran war fuels prices, are the Bank of Japan's rate hikes fighting the wrong battle?
Can Bank of Japan rate hikes overcome a national psychology shaped by decades of deflation?