Hidenori Suezawa
Hidenori Suezawa
balanced calls data decline early faster government growth prompt reflects
The faster decline in the GDP deflator could prompt government calls to forestall an early end to quantitative easing, but the data reflects balanced growth in the economy.
buyer debt fund government helping limit longer pension public purchases rise steady yields
Purchases by the public pension fund will become a stabilizer for the market. The fund will be a steady buyer of government debt with five-year and longer maturity, helping limit a rise in yields this year.
demand gone month recent seeing
Month-end demand is gone now that we're in a new month and what we're seeing is unwinding of recent flattening positions.
headed likely toward yields
That's likely where yields will be headed toward April.
bonds difficult growth higher japan leading looking next rise stable stocks strong toward
Bonds may find it difficult to rise as stocks are looking strong toward the year-end. Japan may have stable growth next year, leading to higher yields.
recovery shows survey
The survey shows Japan's recovery is strengthening considerably.
market policy prices rise yields
Yields will rise as the market prices in a policy change.
bonds buy debt domestic fund good invest japanese money overseas past pension rally stocks value year
The pension fund will probably invest most of its allocation in domestic debt because Japanese stocks have had a good rally over the past year and the value of bonds is low. Some money may be used to buy overseas bonds.