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The BOJ’s August 2026 balance sheet totaled ¥644.7tn, down 10.96% y/y. JGS holdings rose ¥545.8bn; 12-month QT reached -¥51.7tn.
A preliminary analysis of the BOJ's August 2026 Statements of Account: JGS holdings rose ¥545.8bn m/m, while the current account ratio fell to 65.8%.
Japan’s August 2026 JGB yields rose most at the short end, driving bear flattening. The analysis examines real rates, r-g dynamics, and debt sustainability.
Japan's August monetary base was ¥543.0tn, down 15.7% YoY. The call rate rose to 0.977% as quantitative contraction and rate normalization advanced together.
In August 2026, the FRB, ECB, and BOJ all recorded month-on-month balance-sheet declines. US and European curves bear-flattened.
Japan’s August 2026 Tokyo CPI accelerated to 1.9%, with core at 1.8% and core-core at 2.0%. Dining out rose to 5.0%, signaling possible spillover to national CPI.
Japan's unemployment rate fell to 2.4% in July 2026, the lowest level in the past 12 months. Analysis of tightening labor supply and demand.
Headline CPI accelerated for the third straight month to 2.0% in July 2026, while core-core CPI remained at 1.8%.
The BOJ's July 2026 monetary base fell 13.8% y/y to ¥554.9 trillion, while the overnight call rate rose to 0.978%.
速報分析 of the BOJ's July 2026 Statements of Account: JGS holdings rose ¥1.0395T month on month, while current account balances stood at 68.0% of total assets.
U.S. 30-year yields rose to 5.21%, led by the long end. ECB assets fell 2.83%, the largest decline this year. The U.S.–Europe 10Y spread hit 1.479%.
JGB yields rose across all maturities in July 2026, led by 40-year bonds at +0.175pt. Real 10-year yields reached 1.1% preliminarily.
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