Morning papers converged on SoftBank Group's ¥768 billion April-September net loss tied to U.S. data-center charges, alongside September household spending down 6.8% for a tenth straight month while the Nikkei briefly reclaimed 60,000.
Attention then returned to LDP discipline, with Yuko Obuchi and Yoshihisa Furukawa stepping down as tax commission vice-chairs after leaving before the consumption-tax cut vote that drew reprimands for Ishiba and three others.
By afternoon the lead shifted to the ruling bloc's opening of working-level talks to revise the three security documents, centering on study toward introducing nuclear-powered submarines, review of the non-nuclear three principles, expanded private-sector roles and spending scale, as reports grew that a Takaichi-Xi meeting at APEC would likely not occur.