BOJ holds 43.5% of all outstanding Japanese government debt


  • BOJ's massive government bond holdings indicate there is little room for further stimulus. 
  • The central bank may have a hard time weakening Yen in future. 

The Bank of Japan (BOJ) now holds a staggering 43.5% of all outstanding Japanese government debt, Jeroen Blokland,  Portfolio Manager for the Robeco Multi-Asset funds, Robeco ONE and Robeco Pension Return Portfolio, tweeted on Thursday. 

The central bank unleashed a massive quantitative easing program in April 2013. Under the QE plan, the Bank of Japan (BoJ) vowed to buy ¥7 trillion of government bonds each month using electronically created money.

The QE program is in its sixth year. Even so, the BOJ remains miles away from its 2% inflation target. 

If anything, the QE program seems to have distorted markets. Also, with BOJ owning more than 43% of government debt, there is limited scope for further monetary stimulus. 

Put simply, the BOJ is going to have a tough time battling bullish pressures around the JPY during the next round of risk aversion

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