BOJ ALERT

12
1
Favorite

BOJ ALERT

The Bank of Japan is offloading its balance sheet:

The BoJ's government bond holdings (JGBs) fell to ~48% of the total, the lowest in 8 years.

This percentage has declined -7 points since the 2022 peak.

The BoJ has reduced its monthly JGB purchases from 5.7 trillion Yen in mid-2024 to 2.9 trillion Yen currently under its quantitative tightening (QT) program.

Furthermore, purchases are expected to decline further to 2.1 trillion Yen per month in early 2027.

Meanwhile, foreign holdings of JGBs fell to ~12% of the total, near the lowest since 2019.

This means both the BoJ and foreign investors are reducing their JGB exposure simultaneously.

Japan’s bond market remains under serious pressure.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

glowzi
·01-23
BOJ and foreigners dumping JGBs. Bond market's under huge pressure. [看跌]
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":524826750599680,"tweetId":"524826750599680","gmtCreate":1769157452742,"gmtModify":1769178462791,"author":{"id":3563842318594455,"idStr":"3563842318594455","authorId":3563842318594455,"authorIdStr":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.19","exceedPercentage":"93.06%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":907,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"BOJ ALERT","html":"<html><head></head><body>The Bank of Japan is offloading its balance sheet:\nThe BoJ's government bond holdings (JGBs) fell to ~48% of the total, the lowest in 8 years.\nThis percentage has declined -7 points since the 2022 peak.\nThe BoJ has reduced its monthly JGB purchases from 5.7 trillion Yen in mid-2024 to 2.9 trillion Yen currently under its quantitative tightening (QT) program.\nFurthermore, purchases are expected to decline further to 2.1 trillion Yen per month in early 2027.\nMeanwhile, foreign holdings of JGBs fell to ~12% of the total, near the lowest since 2019.\nThis means both the BoJ and foreign investors are reducing their JGB exposure simultaneously.\nJapan’s bond market remains under serious pressure.</body></html>","htmlText":"<html><head></head><body>The Bank of Japan is offloading its balance sheet:\nThe BoJ's government bond holdings (JGBs) fell to ~48% of the total, the lowest in 8 years.\nThis percentage has declined -7 points since the 2022 peak.\nThe BoJ has reduced its monthly JGB purchases from 5.7 trillion Yen in mid-2024 to 2.9 trillion Yen currently under its quantitative tightening (QT) program.\nFurthermore, purchases are expected to decline further to 2.1 trillion Yen per month in early 2027.\nMeanwhile, foreign holdings of JGBs fell to ~12% of the total, near the lowest since 2019.\nThis means both the BoJ and foreign investors are reducing their JGB exposure simultaneously.\nJapan’s bond market remains under serious pressure.</body></html>","text":"The Bank of Japan is offloading its balance sheet: The BoJ's government bond holdings (JGBs) fell to ~48% of the total, the lowest in 8 years. This percentage has declined -7 points since the 2022 peak. The BoJ has reduced its monthly JGB purchases from 5.7 trillion Yen in mid-2024 to 2.9 trillion Yen currently under its quantitative tightening (QT) program. Furthermore, purchases are expected to decline further to 2.1 trillion Yen per month in early 2027. Meanwhile, foreign holdings of JGBs fell to ~12% of the total, near the lowest since 2019. This means both the BoJ and foreign investors are reducing their JGB exposure simultaneously. Japan’s bond market remains under serious pressure.","highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/524826750599680","repostId":0,"isVote":1,"tweetType":1,"viewCount":578,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["USDJPY.FOREX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":584,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":524915812246808,"commentId":"524915812246808","gmtCreate":1769179322191,"gmtModify":1769403449519,"authorId":9000000000000141,"author":{"id":9000000000000141,"idStr":"9000000000000141","authorId":9000000000000141,"name":"glowzi","avatar":"https://static.tigerbbs.com/1c3f21ebce27a7e369dd15e4a48fc05e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":524826750599680,"objectIdStr":"524826750599680","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BOJ and foreigners dumping JGBs. Bond market's under huge pressure. [看跌]","text":"BOJ and foreigners dumping JGBs. Bond market's under huge pressure. [看跌]","html":"BOJ and foreigners dumping JGBs. Bond market's under huge pressure. [看跌]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}