This 2026 economic events calendar covers major economic events, large-scale trade shows and seasonal trends. It also organizes advance information on the new NISA and theme stocks.
This article provides a month-by-month overview of events that could affect the 2026 equity market, together with the market outlook based on those events. It covers a wide range of developments, including US monetary policy meetings, BOJ policy meetings, trade shows in Japan and overseas, and seasonal market anomalies, as well as trends in theme stocks.
The article notes that January warrants attention to major events such as CES and developments at the BOJ and FOMC, while the January effect and the outlook for companies with March year-ends are also expected to influence the market. In February, policy-related stocks are expected to attract attention, with stocks linked to the budget proposal and economic stimulus measures potentially gaining popularity.
March is a period when the last days for dividend and shareholder-benefit entitlements are concentrated, and the analysis indicates that wage trends and the outcome of the annual spring wage negotiations could influence the market. April is presented as a period when overseas investors are more likely to buy Japanese equities, with large-cap stocks expected to attract attention.
From May onward, earnings announcements enter full swing, and position adjustments based on earnings are anticipated. June is the peak season for annual general meetings, and it may be advantageous to position ahead of companies that are strengthening their shareholder-return policies.
The article also discusses events such as the Jackson Hole meeting in August, Silver Week-related developments in September, the US midterm elections in October, and corporate earnings trends in November. It also touches on theme-stock trends and market anomalies throughout the year.