Snapshot from Aug 01, 2026 at 07:00 UTC. For live data and tracking: View Live
Events / Business / Japan Tankan July 2026 survey
Business business survey

Japan Tankan July 2026 survey

Analysis based on 6 articles · First reported Jul 14, 2026 · Last updated Jul 15, 2026

Sentiment
10
Attention
3
Articles
6
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard
Market Impact

The survey indicates resilient manufacturing but weakening services, reflecting mixed economic signals. Persistent inflation and geopolitical risks may influence BOJ policy, affecting yen and bond markets.

manufacturing services semiconductors
Event Summary

The Reuters Tankan survey for July 2026 showed Japanese manufacturers' sentiment unchanged at plus-13, supported by strong semiconductor demand and AI-related orders. Non-manufacturers' sentiment fell to plus-25 from plus-32 due to cost pressures from the Middle East conflict, weak yen, and rising interest rates. The Japan — Bank of Japan signaled caution on inflation, citing the Iran war's potential to push firms to raise prices. Japan's wholesale inflation hit a three-year high of 6.3% in May. The U.S. and Iran reached a fragile tentative deal in June, but missile strikes continued.

Key Actions
80 United States agreed to ceasefire Iran
70 Japan reported inflation
60 Japan — Bank of Japan hiked forecasts
Entities Involved
cnt
Japan
Manufacturers' sentiment stable, non-manufacturers declined. Wholesale inflation spiked to 6.3%, and the weak yen and Middle East conflict weigh on costs.
Importance 100.0 Sentiment 5.0
cbnk
Japan — Bank of Japan
Signaled caution on inflation, noting the Iran war may prompt more price hikes. Its Tankan survey showed business mood at an eight-year high.
Importance 80.0 Sentiment -10.0
curr
Japan — Japanese yen
Weak yen pushed up costs for non-manufacturers and contributed to wholesale inflation spike.
Importance 70.0 Sentiment -40.0
cnt
United States
Involved in a fragile tentative deal with Iran to end the war, but missile strikes continue, contributing to global uncertainty.
Importance 60.0 Sentiment -20.0
cnt
Iran
Engaged in a war with the U.S. and Israel; reached a tentative deal in June but truce remains fragile with ongoing missile exchanges.
Importance 60.0 Sentiment -30.0
cnt
Israel
Involved in the U.S.-Israeli war with Iran, contributing to regional instability and cost pressures for Japanese non-manufacturers.
Importance 50.0 Sentiment -20.0
Relationships
Japan related ↔ Japan — Bank of Japan
Japan ally ↔ United States Japan views the United States as its indispensable security guarantor and a crucial economic partner, with deep investme
Japan related ↔ Iran
Japan related ↔ Israel
Japan — Bank of Japan related ↔ United States
Japan — Bank of Japan related ↔ Iran
Japan — Bank of Japan related ↔ Israel
United States at war ↔ Iran The United States is currently at war with Iran, conducting sustained airstrikes and enforcing a naval blockade, while f
United States close ally ↔ Israel The United States considers Israel a vital strategic ally in the Middle East, providing substantial military and economi
Iran enemy ↔ Israel Iran views Israel as an existential enemy, having severed all diplomatic ties and actively engaging in direct and proxy
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