日本9月核心CPI同比上涨2.9% 能源成本推升通胀

Core Insights - Japan's core consumer price index (CPI) rose by 2.9% year-on-year in September, indicating a slight rebound from August and highlighting the cost of living pressures the new government will face [1][1][1] - Rising energy costs are the primary driver behind the inflation increase, with key inflation indicators remaining at or above the Bank of Japan's 2% target for three and a half years [1][1][1] - Economists predict that the Bank of Japan may implement its next interest rate hike in December 2025 or January 2026, with a shift in expectations for a 25 basis point increase from October to December [1][1][1] Economic Policy Implications - The new Prime Minister, Sanna Takashi, has identified addressing the cost of living crisis as a key focus of her administration, with current inflation data providing a basis for her policy agenda [1][1][1] - The coordination between the government and the Bank of Japan regarding monetary policy will be tested as the new administration seeks to manage inflation while addressing economic challenges [1][1][1]