BREAKING! Bank of Japan Just Announced It’s SELLING Stocks

For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan’s households as this is one of the best examples ever of modern “monetary” policy.

Eurodollar University’s Money & Macro Analysis

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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
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BoJ Statement
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdf

Bloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hike
https://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertainty

Bloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Says
https://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-says

MoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats’ that disaster could be near
https://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

26 Comments

  1. Jeff, I think you provide really valuable information, but your delivery makes it hard to listen to. Do you have a blog maybe, somewhere where we could just read the info?

  2. China is exporting deflation since it is having a trade war with the US and ir already has excess capacity to begin with given that the multiplier effect of buying houses is now over. This put a stop to the engine of growth in China and the other oversupply infrastructure projects to nowhere – also rolled out by the same company of group company involved in building housing.
    China is running a fake centralised economy. Now the US and Trump want yo do the same thing with tariffs and massive borrowing doen the bottom of the yield curve whilst paying off longer dated bonds and making sure the fed or the next FED next yr will lower short term rates.

  3. The Osaka Exchange lost about a thousand points in an hour. So they, like I, see that nothing has changed since 1987. The markets could lose about 20% in about 8 hours of trading. In order to have a good sized crash for the reset the central banks everywhere would have to open the floodgates. The BOJ has about 60% of the Japanese stock market. Might not be much different in the US or Canada. Our pensions and SS have been on life support for some time.

  4. Isn’t the book value around 20,000 yen so smart time to sell as price is more than double. Govt genius with NISA scheme that is essentially moving stocks to the retail investors. Maybe I am wrong but this is how it looks to me.

  5. If you sell something, there must be a buyer on the other side… So it is a big nothing burger. I once again increased my saving rate to purchase MORE STOCKS.

  6. You say they pay more get less and price are everywhere yet no inflation lollllll. They aren't raising rates yet because if the Carry trade, if they unwind in the wrong time and without better plumbing(crypto) they will collapse with the usa and the Carry. But in the right time and plumbing they will get out stronger. You have I bet like 2-3 month top to invest in the plumbing? Are you smart enough to understand what coins?

  7. There's never no inflation in any country. The value of your money is constantly devalued. Sometimes it seems like there is no inflation that's just because other people's money is going down the toilet faster. You will always lose as long as the fed exists.