BOJ Balance Sheet Analysis

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%.

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.

The BOJ’s July 2026 total assets were ¥644.3 trillion, down 10.7% year on year. The 12-month decline in JGS holdings widened to ¥49.5 trillion.

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%.

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%.

BOJ total assets ¥664.4 trillion; JGS holdings down ¥47.6 trillion y/y. Current account ratio fell to 68.0%, accelerating liquidity reduction. Quantitative assessment of 2026 QT slowdown.

BOJ Statements of Account (end‑May 2026): JGS holdings ¥533.1tr (+¥1.2tr m/m). 12‑month QT pace ¥47.6tr. Current account ratio down to 68.0%.

BOJ balance sheet ¥663.3 trillion, current account balances +¥9.7 trillion. Annual QT pace maintained at ¥46.3 trillion with signs of shifting liquidity structure.

BOJ total assets fell to ¥662.1tr. JGS down ¥15.8tr month-on-month; annual QT pace reached -¥45.1tr. Quantitative analysis of balance sheet structural change ahead of April buy halving.

BOJ total assets ¥683.8 trillion, JGS holdings ¥546.7 trillion; annual QT pace ¥41.8 trillion. Current account balances fell to ¥461.1 trillion (67.4%), signaling shifting liquidity structure.

BOJ Statements of Account at end-Feb 2026: JGS holdings ¥546.7tr (12-month cumulative -¥41.8tr). Current account ratio fell to 67.4%. Passive QT has accelerated.