🚨 BREAKING | JAPAN SHIFTS COURSE 🇯🇵

Bank of Japan signals the start of a historic ETF unwind

🇯🇵 The BOJ is preparing to begin selling up to ¥83 trillion (~$500B+) in ETF holdings — potentially starting as early as next month.

💥 This marks a major turning point after decades of ultra-loose monetary policy and aggressive market support.

📊 Key details:

• ETF sales expected to be slow and controlled

• Estimated pace: ~¥330B per year

• At that rate, the unwind could span multiple decades, underscoring the sheer scale of BOJ holdings

🌍 Why this matters:

• Japanese equities may face persistent supply pressure

• Global ETF flows and risk-asset liquidity could gradually shift

• Even slow selling can influence volatility, sentiment, and capital allocation over time

🐋 Institutions and macro funds are likely positioning early, watching BOJ flow signals closely.

⚡ Immediate market shock may be limited —

but structural implications are enormous.

🟠 A decades-long unwind has quietly begun.

Japan isn’t panicking — it’s rebalancing the global ETF landscape.

#Japan #BOJ #Macro #Liquidity #ETFs #GlobalMarkets #RiskAssets