Market Updates

Japan's Household Spending Declined First Time In Six Months In October

Akira Ito
05 Dec, 2025
Tokyo

    Japan's benchmark indexes turned sharply lower on Friday, and investors turned cautious ahead of rate decisions from major central banks. 

    The Nikkei 225 Stock Average declined 1.1%, and the broader Topix declined 1% as Japan's household spending declined in October. 

    Spending fell 3% from a year ago after rising 1.8% in the previous month and fell for the first time since April and dropped at the fastest pace since January 2024. 

    Spending increased to 306,872 yen, as food spending, which accounts for 30% of total outlay, decreased 1.1%, the Ministry of Internal Affairs and Communications reported Friday. 

    Spending on housing decreased 9.1%, transportation and communication dropped 9.2%, but healthcare and medical services increased 3.6% from a year ago. 

    Japan's household spending data are keenly watched by economists, as consumer spending accounts for more than half of Japan's gross domestic product. 

    Household income for two or more salaried people edged down 0.1% after adjusting for inflation to 599,845 yen. 

     

    Japan Indexes and Stocks 

    The Nikkei 225 Stock Average decreased 1.1% to 50,434.99, and the broader Topix declined 1% to 3,361.44. 

    Trading in technology stocks dominated on the Tokyo Stock Exchange, as investors avoided AI-linked semiconductor equipment makers.

    Advantest Corp. decreased 2% to ¥20,200.0, Tokyo Electron fell 2% to ¥33,140.0, and Softbank Corp. fell 1.7% to ¥215.20. 

     

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