Bank of Japan decisions, economic data, trade figures, the budget and government bond auctions.
BlackRock Japan confirmed the iShares MSCI Japan SRI ETF will end on 25 November after a holder vote, with final trading on 20 November and redemption payments planned from 30 December.
Japan's governor at the IMF said the country will cut the consumption tax rate on food and beverages for two years and begin income-targeted benefits on a full scale from fiscal 2029, financed without deficit-financing bonds.
Specified skilled worker status added 53,960 residents in six months to end-June, the biggest gain among the five most common statuses, as Japan's foreign resident count rose 3.8% to a record 4,281,026.
New foreign entrants to Japan fell 0.1% in the first half of 2026, but those from China dropped 57.3% while Korea and Taiwan each rose about a fifth, and the number granted cruise-ship landing permission fell 64.1%.
Japan's core private machinery orders rose 5.2% in August, the first gain in two months, while total orders fell 3.7% and the Cabinet Office held its assessment that orders are picking up.
Katayama says the savings from reviewing tax breaks, subsidies and funds cannot yet be sized, though price-relief spending in supplementary budgets has run at roughly ¥3tn a year and can be reviewed.
Nomura Europe Finance says the High Beta 30 ETN has had no trades since October 1, leaving its ¥39,800 September 30 close 6.07% to 10.05% below redemption value over seven business days.
Nonresidents bought a net ¥2.54tn of Japanese securities in the week to October 3, led by ¥2.19tn of equities and investment fund shares, after net selling in each of the three previous weeks.
Primary income of ¥5.13tn pushed the preliminary August current account surplus to ¥4.06tn, up from ¥2.99tn in July, even as the goods deficit deepened to ¥688bn.
Nonresidents were net sellers of equities and short-term debt in September while buying long-term debt, leaving a total net disposal of just under ¥7tn in the Ministry of Finance's designated-investor data, against ¥3.20tn on the narrower subtotal.
BlackRock Japan has decided to amend iShares ETF trust deeds so redemption proceeds start on the second, third or fourth business day where JSCC's debt-transfer system applies; the changes are due on October 10, November 7 and November 10 and do not alter exchange trading.
The Bank of Japan's October regional report has business investment rising or at a high level in every region and employment improving everywhere, while housing investment is weak or relatively weak in six regions and only Tohoku, Shikoku and Kyushu-Okinawa changed their overall wording.
Japanese banks' disclosed problem claims were unchanged at ¥8.4tn at end-March 2026, but disposal losses for the year rose to ¥0.5tn from ¥0.2tn, with the increase concentrated in the largest banks.
Japan's finance minister said the food consumption-tax cut will not rely on special deficit bonds, and that the roughly ¥3tn a year of cost-of-living spending in recent supplementary budgets will be reviewed.
Japan's official reserves ended September at $1,178,396 million, down $29,128 million on August, with securities, gold and SDRs making up most of the pile and $20,000 million of long forward and futures positions against the yen due within a year.
Deputy Governor Shinichi Uchida says AI has already put upward pressure on the economy and prices, while its effects on the neutral rate and unemployment are hard to gauge and he flags a risk of correction if profits do not follow.
Nomura Asset Management says its Nikkei 300 ETF (1319) had a market price of ¥740.8 on October 5 against a NAV of ¥809.77, the seventh straight session with a gap of 5% or more, and blames market supply and demand.
Residents on the Type 1 skilled-worker visa reached 432,016 by end-July, 53.6% of the 805,700 expected intake through March 2029, but food service sits at 98.6% while trucking and rail have barely started.
Losses from special fraud reached ¥236.1bn in January to August, up 33.2% on a year earlier, with social-media investment scams the largest category at ¥93.7bn, the National Police Agency's provisional data show.
The Bank of Japan's published opinions from its September meeting differ on whether underlying inflation has generally reached 2 percent, with some urging a rate rise and others a hold, and the summary does not say who argued which.
The Bank of Japan's September Tankan put large manufacturers' sentiment at 24 and the all-industry index at 21, but firms forecast 15 for December, report labor shortages deepening, and say loan rates are rising.
The Ministry of Finance booked zero foreign exchange intervention between 27 August and 28 September, after Katayama's vow of more; the last recorded operations were three in April and May, totalling ¥11.73tn.
Foreign guest-nights fell 10.3% in August against 5.8% for Japanese guests, in first-release Japan Tourism Agency data that carry a survey-method caveat and are due for revision on 30 October.
After a 25 September call with US Treasury Secretary Bessent, Finance Minister Katayama said an undervalued yen is a problem in general terms, ruled out comment on levels, and played down concern over 3% bond yields.