Japan Inflation Accelerates: ETFs to Watch Amid Rate Uncertainty
Japan's core inflation rose to 2.1% in September 2026, exceeding the BOJ's 2% target and strengthening the case for further rate hikes. The BOJ raised rates to 1.25% in September and is expected to hold steady in October while signaling future tightening. Higher rates could pressure Japanese exporters and equity valuations but may benefit banks and support the yen.