RaoscaffResearch
Prediction Series · Lock · Issue P-195
Prediction Series · P-195

Japan's ceiling — ≤3.0%, locked at 93%.

93% probability Japan's national core CPI excluding fresh food rises at or below 3.0% in October 2026 — a ceiling 1.2 points above the 1.8% July print, which was still running below the Bank of Japan's 2% target despite three straight monthly increases. Resolves ~20 Nov 2026.

Type · Prediction Lock · inflation ceiling Locked · 2026-08-21 · before the October release Resolves · ~2026-11-20 · Statistics Bureau of Japan national CPI (stat.go.jp) Scored · binary: October 2026 core CPI ex-fresh-food ≤3.0% YoY yes/no
Japan October 2026 core CPI · our locked ceiling
≤ 3.0%
core CPI ex fresh food · vs 1.8% in July 2026

Japan's Statistics Bureau reported July 2026 core CPI excluding fresh food at 1.8%, up from 1.6%, with headline CPI at 2.0% and the core-core measure excluding fresh food and energy at 1.9%. It was a third straight month of rising inflation as firms passed through energy and raw-material costs, but core remained BELOW the Bank of Japan's 2% target. Our ceiling sits 1.2pt above that print.

— 1 · The Locked Call

Japan's October 2026 core CPI lands ≤3.0% YoY — P = 0.93.

We lock a binary: Japan's national core CPI excluding fresh food for October 2026 rises at or below 3.0% year-on-year, per the Statistics Bureau of Japan. Confidence 93%.

— 2 · Why it's nail-able, and which of three numbers we scored

Core is still below target, with 1.2 points of headroom over three months.

Japanese core inflation was 1.8% in July — below the Bank of Japan's 2% target — and reaching 3.0% within three months would require a sharp acceleration on top of an already-rising series. Confidence 93%, not higher, because this IS rising: July was the third consecutive monthly increase as firms passed through energy and raw-material costs, and the yen's weakness continues to import price pressure. Note that the same release carried three different figures — headline at 2.0%, core excluding fresh food at 1.8%, and core-core excluding fresh food and energy at 1.9%. We lock the middle one, the Bank of Japan's own reference measure, and name it here so the scoring cannot drift to a sibling.

Locked on 2026-08-21 — scored against the Statistics Bureau October 2026 national CPI.

RAOSCAFF locks P-195 on 2026-08-21, before the October release. Scored against Japan's national core CPI excluding fresh food for October 2026 versus a 3.0% ceiling.

Locked
2026-08-21 (commit timestamp on origin/main)
Resolves
~2026-11-20 — Statistics Bureau of Japan national CPI for October 2026
Source
Statistics Bureau of Japan, national Consumer Price Index, core (excluding fresh food), annual rate (stat.go.jp)
Scored by
Binary: YES if the October 2026 national CORE CPI EXCLUDING FRESH FOOD annual rate is ≤3.0%; NO otherwise. That specific measure — NOT headline CPI (2.0% in July), NOT the core-core measure excluding fresh food and energy (1.9%), and NOT the Tokyo-only CPI, which is a separate earlier-published series.

This series is rising — July was a third consecutive monthly increase, and yen weakness keeps importing price pressure. The disclosed tail.