AI Data Insight

In the fourth quarter of 2026, Japan's seasonally adjusted real M2 money supply fell to 1296.0 trillion yen, a slight contraction from the previous value of 1297.2 trillion yen. This turning point reflects the initial effectiveness of the Bank of Japan's (BOJ) tightening monetary policy. The market expects that slowing liquidity will support the yen's exchange rate and impact future corporate credit momentum.

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