Tokyo Inflation Rises Above 4%, Prompting Yen Gains

  • Higher than expected price growth prompt gains in yen
  • BOJ faces risk that inflation outlook will need reassessment

Shoppers inside the Matsuzakaya Ueno department store in Tokyo, Japan.

Photographer: Noriko Hayashi/Bloomberg
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Inflation in Tokyo continued to outpace expectations, jumping above 4% and underscoring how price gains may be stronger than the Bank of Japan’s current view.

Consumer prices excluding fresh food rose 4.3% in the capital in January, accelerating from December’s revised figure of 3.9%, according to the ministry of internal affairs Friday. The reading was the strongest since 1981 and beat analyst estimates, rising further beyond the central bank’s 2% target. Hotel prices were the biggest driver behind the acceleration.