Macro & economy RegionChina & Asia-Pacific Impact Notable
Japan September factory output beats forecasts, retail sales disappoint
What happened
Japan's September industrial output rose 2.2% m/m, beating the 1.3% forecast. Manufacturers see October output up 5.1%, but retail sales disappointed.
What it means for markets
Stronger factory output supports Japanese equities and the yen, while weak retail sales may temper the outlook. The mixed data keeps focus on the BoJ's next policy move.
AssetExpectedMove since first report
Japan EWJ Stronger industrial output supports Japanese equities
▲ Up
-2.14% 94.94 (2026-10-29) → 92.91 (2026-10-30)
Japanese yen FXY Factory output beat supports yen
▲ Up
+0.29% 58.02 (2026-10-29) → 58.19 (2026-10-30)
What to watch
- BoJ policy decision
Source timeline
- investingLive Japan September factory output beats forecasts, but retail sales disappoint ahead of BoJ