Masato Fukasaku
Masato Fukasaku
difficult justify policy shift
With the worsening deflator, it's difficult to justify a policy shift in March.
april bank change counting days debt expecting people sold
People sold short-dated debt, such as five-year notes, as they are counting the days as to when the bank shifts policy. I am expecting the bank to make a change between April and June.
buy conditions difficult good justify keeping nation pace people policy report shift shows slow though
With the worsening deflator, it's difficult to justify a policy shift in March, and that made some people buy back bonds. The report shows that deflationary conditions are slow to improve, even though the nation is keeping up a good pace of growth.
ahead averse fiscal investors rally risk stocks year
The rally in stocks is hampering bonds. Investors also have become risk averse ahead of the fiscal year end.