>>180502, >>180503, >>180503, >>180505, >>180506, >>180507, >>180508, >>180509, >>180510, >>180511, >>180512, >>180513, >>180514, >>180515, >>180516, >>180517, >>180518, >>180519, >>180520, >>180521, >>180522, >>180523, >>180524, >>180525, >>180526, >>180527, >>180528, >>180529, >>180530, >>180531, >>180532, >>180533, >>180534, >>180535, >>180536, >>180537, >>180538, >>180539, >>180540, >>180541, >>180542, >>180543
The Kobeissi Letter @KobeissiLetter - BREAKING: The Bank of Japan's total assets fell -$98 billion in Q1 2026, to $4.14 trillion, the lowest since Q2 2020.
Since the Q1 2024 peak, the BoJ has reduced its balance sheet by -$590 billion, or -12.6%.
Japanese government bond holdings fell -$84 billion in Q1, the largest quarterly decline since QT began.
This brings the JGB portfolio down to $3.32 trillion, in-line with Q3 2020 levels.
Since the 2023 peak, JGB holdings have dropped -$384 billion, or -10.4%.
The BoJ also began offloading equity ETFs and J-REITs in January, a significant shift after years of aggressive purchases to support markets.
The Bank of Japan is adding to bond market pressure.
https://x.com/KobeissiLetter/status/2042402645013299578

Lara Logan @laralogan - HONEST MEDICINE with Dr. Stella Immanuel | Ep 60 | Going Rogue with Lara Logan
https://youtube.com/watch?v=oAbfaxp8F4M [Embed]
https://x.com/laralogan/status/2042431931418021939

Lara Logan @laralogan - https://marketplace.drstellamd.com/lara
https://x.com/laralogan/status/2042431929031495727