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

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