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Graphic: Bank of Japan's balance sheet now larger than country's GDP |  Reuters
Graphic: Bank of Japan's balance sheet now larger than country's GDP | Reuters

How Bank of Japan Became Largest ETF Holder in the Country With Billions in  ETFs - Bloomberg
How Bank of Japan Became Largest ETF Holder in the Country With Billions in ETFs - Bloomberg

Kishida adviser sees perpetual bond solution for Bank of Japan's ETF stash  | The Japan Times
Kishida adviser sees perpetual bond solution for Bank of Japan's ETF stash | The Japan Times

BIS Working Paper 1029: Bank of Japan's ETF purchase program and equity  risk premium: a CAPM interpretation
BIS Working Paper 1029: Bank of Japan's ETF purchase program and equity risk premium: a CAPM interpretation

Macro + FX Strategy
Macro + FX Strategy

BOJ's First REIT Writedown Sparks Fear of Even Bigger ETF Losses - BNN  Bloomberg
BOJ's First REIT Writedown Sparks Fear of Even Bigger ETF Losses - BNN Bloomberg

Bank of Japan's ETF buying switch 'immediately' harmed Nikkei 225 stocks,  research finds
Bank of Japan's ETF buying switch 'immediately' harmed Nikkei 225 stocks, research finds

Criticism rises as BOJ becomes top shareholder in domestic market | The  Asahi Shimbun: Breaking News, Japan News and Analysis
Criticism rises as BOJ becomes top shareholder in domestic market | The Asahi Shimbun: Breaking News, Japan News and Analysis

ETFGI Reports BOJ Reported Owning $289B or 63% of the Assets in the ETFs  Industry in Japan at End of July 2022 | Nasdaq
ETFGI Reports BOJ Reported Owning $289B or 63% of the Assets in the ETFs Industry in Japan at End of July 2022 | Nasdaq

Normalisation of monetary policy and central bank balance sheets: The case  of Japan | CEPR
Normalisation of monetary policy and central bank balance sheets: The case of Japan | CEPR

EM LEADERS FED FOLLOWING BOJ? THE FED CANNOT DO IT ALL! PAGE 1 FED  following BOJ ? The FED can
EM LEADERS FED FOLLOWING BOJ? THE FED CANNOT DO IT ALL! PAGE 1 FED following BOJ ? The FED can

Shock & Awe Balance Sheet Reduction at the Bank of Japan: Assets Drop 7.3%  from Peak | Wolf Street
Shock & Awe Balance Sheet Reduction at the Bank of Japan: Assets Drop 7.3% from Peak | Wolf Street

PDF] Stock Lending Market and the BOJ's ETF purchasing program:  Micro-Evidence from ETF Balance Sheet Data and Equity Repo Trading Data |  Semantic Scholar
PDF] Stock Lending Market and the BOJ's ETF purchasing program: Micro-Evidence from ETF Balance Sheet Data and Equity Repo Trading Data | Semantic Scholar

Brief Japan: JAPAN DELTA I - The BOJ Ups ETF Buying and more | Smartkarma
Brief Japan: JAPAN DELTA I - The BOJ Ups ETF Buying and more | Smartkarma

End of Easy Money: Monstrous Money-Printer Bank of Japan Stops Printing  Money, Cuts Government Securities Below July 2020 Level | Wolf Street
End of Easy Money: Monstrous Money-Printer Bank of Japan Stops Printing Money, Cuts Government Securities Below July 2020 Level | Wolf Street

The BOJ's Difficult Path Towards an Exit from Current Easing: Impact of ETF  holdings on corporate management - Discuss Japan
The BOJ's Difficult Path Towards an Exit from Current Easing: Impact of ETF holdings on corporate management - Discuss Japan

Japan's Stock Market Held Up By BOJ Buying Stocks | Seeking Alpha
Japan's Stock Market Held Up By BOJ Buying Stocks | Seeking Alpha

Sustainability of the Bank of Japan's ETF Purchasing Policy
Sustainability of the Bank of Japan's ETF Purchasing Policy

QE Party Is Drying Up, Even At The Bank Of Japan | Seeking Alpha
QE Party Is Drying Up, Even At The Bank Of Japan | Seeking Alpha

BOJ seen dropping pledge to buy ETFs at current pace: ex-c.bank policymaker  | Nippon.com
BOJ seen dropping pledge to buy ETFs at current pace: ex-c.bank policymaker | Nippon.com

Shock & Awe Balance Sheet Reduction at the Bank of Japan: Assets Drop 7.3%  from Peak | Wolf Street
Shock & Awe Balance Sheet Reduction at the Bank of Japan: Assets Drop 7.3% from Peak | Wolf Street

Holger Zschaepitz on Twitter: "#Japan showed the limits of an expanding  central bank balance sheet, Morgan Stanley highlights. Since the BoJ began  ramping up its asset purchases in 2015 (incl direct equity
Holger Zschaepitz on Twitter: "#Japan showed the limits of an expanding central bank balance sheet, Morgan Stanley highlights. Since the BoJ began ramping up its asset purchases in 2015 (incl direct equity

Bank of Japan Stealth-Tapers Further | Wolf Street
Bank of Japan Stealth-Tapers Further | Wolf Street

Shock & Awe Balance Sheet Reduction at the Bank of Japan: Assets Drop 7.3%  from Peak | Wolf Street
Shock & Awe Balance Sheet Reduction at the Bank of Japan: Assets Drop 7.3% from Peak | Wolf Street

PDF] Stock Lending Market and the BOJ's ETF purchasing program:  Micro-Evidence from ETF Balance Sheet Data and Equity Repo Trading Data |  Semantic Scholar
PDF] Stock Lending Market and the BOJ's ETF purchasing program: Micro-Evidence from ETF Balance Sheet Data and Equity Repo Trading Data | Semantic Scholar

Quantifying the effect of the Bank of Japan's equity purchases | CEPR
Quantifying the effect of the Bank of Japan's equity purchases | CEPR

PDF) The Bank of Japan's equity exchange-traded funds purchasing operation  and its impact on equity returns
PDF) The Bank of Japan's equity exchange-traded funds purchasing operation and its impact on equity returns