24-Month USD/JPY Trajectory Corridor (Monte Carlo Volatility Band)
Monthly Cost Escalation by Category (JPY)
Hedging Performance: JPY Cash vs 50% Foreign Currency Asset
Macroeconomic pass-through model & household purchasing power simulator
| Category | Import Exposure | Pass-Through | 24M Inflation |
|---|---|---|---|
| Imported Food | 70% | 65% | +9.5% |
| Energy & Utilities | 90% | 65% | +12.3% |
| Tech & Consumer Goods | 80% | 65% | +10.9% |
| Domestic Services | 15% | 65% | +2.0% |
Under the current annual drift of 8.6% and volatility of 10.0%, cumulative yen depreciation imposes an effective CPI import tax of 8.2% on household expenditure over 24 months.