AI-powered macro economic analysis covering central bank policies, economic indicators, and corporate earnings. Featuring regime analysis of Fed, BOJ, ECB and more, delivered at the speed of data releases. Also on YouTube, X, and our blog at ai-market-station.jp
M2 steady, M1 turns negative | Oct 14, 2026 / BOJ / Money Stock (Sep Flash)
📊 A look at the Bank of Japan's September 2026 Money Stock flash, released October 14.
M2 grew 2.0% year on year, unchanged from August and below May's 2.5% peak. M1 slipped to -0.2%, its first negative reading since March, and deposit money slowed to 0.0%.
📈 Meanwhile quasi-money rose 4.7% and broad liquidity L 4.3%, led by pecuniary trusts (+12.0%) and investment trusts (+14.0%).
💡 The mix suggests deposits tilting toward time-type accounts, though preliminary single-month data limit firm c...
13 Oct 2026
Profit +6%, costs +12%, CET1 down | Oct 13, 2026 / JPM / Q3 Earnings
📊 A deep dive into JPMorgan Chase's Q3 2026 results.
Net income was $15.3B (+6% YoY), diluted EPS $5.57 (+10%), managed revenue $50.9B (+8%).
📈 Revenue grew in all three segments: CIB +14%, CCB +9%, AWM +14%.
⚠️ But expenses rose 12%, the overhead ratio hit 54%, and the CET1 ratio fell to 13.9% from 14.2%.
💡 The 28% QoQ drop in net income reflects one-off gains in 2Q26.
Next earnings date, guidance and consensus are not stated in the release.
▶️ Full video on YouTube: https://youtu.be/oVHDKw...
13 Oct 2026
Domestic prices cool, import pressure persists | Oct 13, 2026 / BOJ / CGPI (Sep Flash)
📊 A deep dive into the Bank of Japan's Corporate Goods Price Index (CGPI), September 2026 flash, released Oct 13.
📉 Domestic CGPI fell 0.3% m/m and rose 6.8% y/y, the second straight slowdown from July's 7.7%.
💡 The base effect (Sep 2025 was +0.5% m/m) and lower agricultural prices (-0.42pt contribution) played a role.
⚠️ Import prices dropped 0.2% in yen terms but rose 1.0% in contract currency (+17.9% y/y). The yen-based dip is consistent with USD/JPY at 156.4, down 1.5% m/m.
🔍 Material cat...
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