🚨 JUST IN: Japan Signals Historic ETF Exit 🇯🇵
The Bank of Japan (BOJ) is preparing to begin unwinding its massive ETF holdings — estimated at ¥83 trillion (≈ $500B+) — potentially starting as early as next month.
💥 This move marks a major shift away from decades of ultra-loose monetary policy and aggressive ETF support.
📊 Key details:
• Planned pace: ~¥330B per year
• Strategy: Slow, controlled sales to avoid market disruption
• Timeline: At this rate, the unwind could take many decades, underscoring just how large the BOJ’s position is
🌍 Why it matters:
• Even gradual selling can influence liquidity and volatility
• Japanese equities and global ETF markets may feel long-term pressure
• Institutional players are likely positioning around these structural flows
⚠️ Immediate impact may be limited, but the long-term implications are significant.
Japan isn’t rushing — it’s quietly reshaping the ETF landscape.
