BOJ Tankan Survey Due October 1 With Yen Policy Signals in Focus

The Bank of Japan is scheduled to release the September Tankan survey on October 1, providing a new measure of Japanese business sentiment and corporate expectations. The BOJ release calendar lists the Tankan summary and outline for 8:50 a.m. Japan time. The same morning also brings the summary of opinions from the September 17-18 monetary policy meeting. The Tankan is important because business conditions and investment intentions help policymakers judge the strength of the Japanese economy and the durability of inflation. For USD/JPY, stronger business confidence could influence expectations for further monetary normalization, while weaker readings could encourage a more cautious interpretation of the BOJ's policy path. The yen also remains highly sensitive to the US-Japan yield differential. Japanese business data therefore interacts with global Treasury yields rather than determining the currency on its own. MarketMindFX View: October 1 offers two distinct BOJ signals: the Tankan business survey and the previous meeting's policy opinions. Traders will focus on what they collectively imply for growth, prices and future normalization. SEO Title: BOJ Tankan Survey Due October 1 as Yen Watches Policy Signals Meta Description: Japan's September Tankan survey and BOJ policy opinions will give USD/JPY traders fresh clues on business conditions and rates. Keywords: BOJ, Tankan, USD/JPY, yen, Japan economy, interest rates Source: Bank of Japan, September 2026.