AI Data Insight
Japan's M1 money supply in the second quarter of 2026 reached 1101.2 trillion yen, showing a mild expansion compared to the 1089.7 trillion yen in the previous quarter. Although the Bank of Japan aggressively raised interest rates to 1.0% in July and continued tightening, AI-related demand and a steady economic recovery still supported private liquidity. The market is closely monitoring the impact of subsequent interest rate policies on capital sector movements.