Bank of Japan decisions, economic data, trade figures, the budget and government bond auctions.
Foreign arrivals fell 9.6% to about 3.1 million in August, and the Japan Tourism Agency sees limited quake impact on inbound demand, with the hit concentrated in domestic Kyushu bookings that a discount scheme targets from October 1.
The Cabinet Office kept its moderate-recovery assessment in September but now describes the trade-and-services balance as in deficit, up from broadly balanced, and production as picking up as a whole rather than flat.
A Tokyo-listed US Treasury ETF, ticker 538A, closed at almost double its net asset value on September 25, and its manager warns the mismatch could persist if exchange trading in the fund stays thin.
Minutes from the Bank of Japan's July 30-31 meeting, released September 28, show most board members held the policy rate near 1.0% while one member pushed for an immediate move to 1.25%, and staff flagged inflation accelerating past 3% later in the fiscal year.
Japan's Finance Minister Katayama and U.S. Treasury Secretary Scott Bessent held a Friday-night call to reaffirm shared concern that the yen is undervalued, tying the message to the two countries' summit meeting and a statement by Prime Minister Takaichi.
Finance Minister Katayama disclosed for the first time that President Trump raised concerns about yen weakness at a recent summit, as Japanese long-term yields climbed above 3.115%, a 30-year high, days after the Bank of Japan decided to raise its policy rate to about 1.25%.
Daiwa Asset Management says its iFreeETF China Greater Bay Area Innovation 100 closed 29.7% above net asset value on September 24, a premium it attributes to a paused unit-creation process that will not reopen until October 13.
The Bank of Japan is moving its short-term funds-supplying operations against pooled collateral from a fixed rate to a floating rate, under terms changed at the September 17-18 policy meeting, without disclosing offer sizes or a rate formula.
Katayama says the government will end reliance on supplementary spending bills, screen tax breaks and subsidies through a domestic version of the DOGE drive, and size bond issuance only after debt-to-GDP falls steadily.
Japan's finance minister says Tokyo will not hesitate to join Washington in further coordinated yen-buying, and his ministry has replaced next year's budget-request ceiling with a test that scores each request by its effect on private investment and GDP.
Japan's central bank lifted its overnight call rate guideline to around 1.25% from 1.0% on a 7-2 vote effective September 24, raised the rate it pays banks on reserves to match, and unanimously converted its ¥50tn climate-lending facility to a floating rate, with each bank's borrowing limit now tied to its own climate loan book and capped at ¥10tn.
The Cabinet Office's monthly report keeps Japan's economy on a moderate-recovery track for August, but singles out the Middle East situation and natural-disaster risk as the only named threats to that call, alongside a flat reading on industrial production.
Chinese visitor numbers to Japan collapsed 59% in August after Beijing advised its citizens against travel there, erasing gains from record-setting demand in South Korea, Taiwan and a dozen other markets.
Tokyo's cabinet has locked in a two-year cut to the consumption tax on food and drink, and Japan's finance minister says the shortfall must come from spending and revenue reviews, not deficit-covering bonds that investors would have to absorb.
Nomura Europe Finance disclosed that its dollar-hedged Tokyo REIT exchange-traded note has not traded since August 5, 2026, so the quoted ¥24,690 price is frozen even as the note's redemption value has run 5 to 7 percent below it for seven straight sessions, peaking at a 7.26% gap on September 11.
Core private-sector machinery orders, which exclude ships and electric-power orders, fell 3.7% in July from June, while total machinery orders fell a steeper 5.5%, according to the Cabinet Office's seasonally adjusted survey of 280 manufacturers.
Japan's preliminary August trade data show both exports and imports at record highs for the month, but imports grew faster, widening the trade deficit to ¥1.11tn and cutting the surplus with the United States by 77.6% as imports from the US jumped 55.2%.
Japan's finance minister told reporters after Friday's cabinet meeting that his currency-policy stance has not changed since the last coordinated intervention with Washington, and that the ministry will keep close contact with the US Treasury, even as he declined to address US Treasury Secretary Bessent's remark that Washington knows in detail how Tokyo would move in an intervention.
Japan's finance minister says the planned cut in the consumption tax on food will be funded by trimming tax breaks and subsidies, not by issuing special deficit bonds, and ties the whole plan to a falling debt-to-GDP path.
Japan's finance minister says Washington and the G7 endorsed Tokyo's recent yen intervention with no objections raised at the Asheville G20, even as a chair's statement rather than a joint communique laid bare China's refusal to sign off on critical-minerals and supply-chain language.
Japan's finance minister says a zero-based review of tax breaks, subsidies and supplementary spending, not new deficit bonds, will pay for the food consumption tax cut, though he has not yet said how much government debt the plan will require.
Exports and consumer spending kept growth positive even as business investment fell 1% in the quarter, the Cabinet Office's second look at the data shows.
Japan's finance minister says the planned cut in the consumption tax on food will be funded without special deficit bonds, with bond issuance capped by a pledge to keep the debt-to-GDP ratio on a stable downward path.
Global X Japan's China Tech Covered Call ETF closed at ¥1,120 on September 8 versus a ¥928.35 net asset value, a 20.6% premium the manager blames on buying demand meeting a suspended creation-and-redemption window and quiet market-maker quotes.