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A five-year comparison of Mitsubishi Heavy Industries, Kawasaki Heavy Industries, and IHI.
An analysis of MUFG, SMFG, and Mizuho using five years of TDnet XBRL financial data.
A financial comparison of four Japanese automakers based solely on TDnet XBRL filings, covering profitability, investment, cash flow and shareholder returns.
A quantitative comparison of Tokio Marine, MS&AD, and SOMPO based on FY2022–FY2026 TDnet XBRL data.
BOJ raised the call rate to 0.841% in June. With an accelerating contraction in the monetary base, this analyzes the divergence between slowing core CPI and falling core‑core CPI.
Jun 2026 BOJ balance sheet: total assets ¥639.6 trillion (MoM -¥24.8T). JGS holdings ¥518.3T (MoM -¥14.8T). Annual shrinkage pace ¥49.2T; current account ratio 68.9%.
May 2026 unemployment improved to 2.6%; nominal wage index rose to 116.1 (+1.2pt). Analyze tightening labor market, real wages, consumption links, and implications for BOJ policy normalization.
BOJ total assets ¥639.6 trillion at end-June, down ¥24.8 trillion. JGS holdings fell ¥14.8 trillion and annual QT pace reached ¥49.2 trillion. Current account ratio 68.9%.
JGB 10Y yield rose to 2.690% and the real yield expanded to 1.190%. 10Y-2Y spread widened to 1.308% while 30Y-10Y narrowed to 1.183%.
BOJ's June monetary base was ¥559.2 trillion, down 2.9% month-on-month and -13.7% year-on-year; call rate rose to 0.841%.
US yield curve flattening and ECB policy shift widened the US-EU 10Y spread to 145.7bp; three central banks' combined balance sheets ~$13.34tn.
May 2026 unemployment rate at 2.6%, improving 0.1 percentage point from April; two-month decline from March peak 2.8% suggests labor market stabilization.
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