AI Data Insight
Latest data shows that Japan's seasonally adjusted real M2 money supply in Q2 2026 reached 1,292.5 trillion yen, steadily increasing from 1,288.7 trillion yen in the previous month. Although the Bank of Japan (BOJ) is promoting the normalization of monetary policy, the real economy's funding momentum remains abundant. The market is closely watching whether this wave of liquidity will further drive up inflation and prompt the central bank to accelerate its rate hikes.