Report

Bank of Japan's balance sheet reportedly shrank $98 billion in Q3 2026

The Kobeissi Letter says JGB holdings fell $90 billion to $3.19 trillion in Q3, their lowest since Q1 2020.

1 Source, 20d ago, first seen 20d ago

TLDR

The Kobeissi Letter says the Bank of Japan's total assets fell $98 billion to $3.95 trillion in Q3 2026, their lowest level since Q1 2020. It puts the decline since the Q1 2024 peak at $828 billion, or 17.4%, and says the bank sold $568 million in equity ETFs and J-REITs during the quarter.

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1 Source, first seen 20d ago