FX.co ★ Japan Export Growth Slows to 4-Month Low

Japan’s exports rose 16.7% year-on-year to JPY 10,972.3 billion in September 2026, falling short of market expectations for a 20.1% increase, despite strong demand for AI-related chips and semiconductors. This marked the 13th straight month of export growth, but it was the slowest pace since May, reflecting mounting risks of supply chain disruptions stemming from the conflict in the Middle East.