The Bank of Japan's balance sheet reduction (QT) is accelerating

Demand for the Japanese government bonds is falling

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🔥🔥 GLOBAL MARKETS INVESTOR PORTFOLIO — UP 64% SINCE JANUARY 2024 DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:

Total assets fell ÂĄ61.2 trillion in Q3 2025, to ÂĄ695 trillion, the lowest since Q3 2022 and in line with Q3 2020 levels.

This reflects efforts to stabilize the rapidly weakening yen and reduce inflation pressures.

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Despite this reduction, the Bank of Japan still holds 52% of all Japanese government bonds.

Government-controlled entities also hold a significant share, meaning private ownership of Japan’s debt remains limited.

Demand for Japanese debt is falling.

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