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Finance Basics Basic Metrics Financial Calculations Valuation Sector Analysis Company Analysis Advanced Analysis Macro Analysis Monetary Policy Analysis Employment Analysis CPI Analysis Fiscal Analysis BOJ Balance Sheet Analysis Global Fiscal Analysis Japan Fiscal Health Check

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Money Basics Future Planning First Steps in Finance

Monetary Policy AnalysisAdvanced

Japan: Quantitative Tightening After Rate Hikes

Japan's call rate held at 0.977%, while the monetary base fell 15.7% year on year. Analysis of the yen, CGPI, and core CPI at 1.8%.

Monetary PolicyBOJInterest Rates+1

September 15, 2026

11 min

Japan Fiscal Health CheckAdvanced

Japan: Fiscal Health Check Aug. 2026 — Debt Down, Interest 15.6% of Tax

General government gross debt falls to 214.5% of GDP, while general-account interest reaches 15.6% of tax revenue in the FY2026 budget. Four questions examine settlements, pensions, and social security.

Fiscal SustainabilityGovernment DebtJGB Holders+1

September 9, 2026

19 min

Macro AnalysisAdvanced

Japan GDP: 0.4% Growth Masked by Falling Imports

Japan's Q2 2026 GDP grew 0.4% QoQ in real terms as consumption stalled, business investment fell 0.9%, and imports dropped 1.7%.

GDPJapan EconomyMacro Analysis+1

September 8, 2026

11 min

Employment & Wage AnalysisAdvanced

Japan Jobs & Wages: 2.4% Unemployment Rate

Japan’s July 2026 unemployment rate fell to 2.4%. This analysis examines job-market improvement without rising vacancies, real wages, CPI acceleration, and survey gaps.

EmploymentReal WagesUnemployment+1

September 7, 2026

10 min

BOJ Balance Sheet AnalysisAdvanced

BOJ Balance Sheet August 2026: QT Slows

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.

BOJBalance SheetQQE+1

September 6, 2026

12 min

BOJ Balance Sheet AnalysisAdvanced

Japan BOJ August 2026 Balance Sheet: Passive QT Slows?

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%.

FlashBOJBalance Sheet+1

September 3, 2026

4 min

Fiscal AnalysisAdvanced

Japan Yield Curve Bear-Flattens as Rates Rise

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.

JGB YieldsYield CurveFiscal Policy+1

September 3, 2026

12 min

Monetary Policy AnalysisAdvanced

Japan Aug 2026 Monetary Base ¥543.0tn, -15.7% YoY

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.

FlashMonetary PolicyMonetary Base+1

September 2, 2026

4 min

Global Fiscal AnalysisAdvanced

Three Central Banks Shrink Balance Sheets Together

In August 2026, the FRB, ECB, and BOJ all recorded month-on-month balance-sheet declines. US and European curves bear-flattened.

US TreasuryECBGlobal Rates+1

September 1, 2026

12 min

CPI AnalysisAdvanced

Japan Tokyo CPI Flash: August Rises to 1.9%

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.

FlashCPITokyo CPI+1

August 31, 2026

5 min

Employment & Wage AnalysisAdvanced

Japan Unemployment Rate Falls to 2.4% in July 2026

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.

FlashEmploymentUnemployment+1

August 27, 2026

5 min

CPI AnalysisAdvanced

July 2026 CPI: Headline Recovers to 2.0%

Headline CPI accelerated for the third straight month to 2.0% in July 2026, while core-core CPI remained at 1.8%.