Naomi Hasegawa
Naomi Hasegawa
bonds buy gains help investors push stocks
Gains in stocks will help push down bonds and I don't think investors will aggressively buy after yesterday's rally.
bonds might selling
We might see some selling in 20-year bonds before the auction.
bonds expected falling figure focus headline investors overall parts picture strong
The headline figure was not as strong as expected but the overall picture is strong. Bonds are falling as investors focus on the strong parts of the report.
attention bonds buy hard paying people reason yields
People are paying attention to what Fukui will say. It's hard to find a reason to buy bonds as yields are rising.
fresh market payroll positions release reluctant
Market participants are reluctant to take fresh positions before the release of Jan US non-farm payroll data.
action appear bank central lose market takes unless
Market expectations appear to be accelerating and unless the central bank takes action soon, it may lose the market's confidence.
bullish cash contracts equity future gradually heart investors led market sentiment spreading took trading
Trading in future contracts led the market today, with bullish sentiment there gradually spreading to cash bonds. This is probably because some investors took heart from a pullback in the equity market here.
bank bond bubble comfort continue investors japanese lifts market monetary policy rate robust stocks view
US Treasuries, particularly long-term bonds, were robust on Friday, when the Japanese market was closed. Some bond investors view the surge in stocks as bubble while some investors take comfort in the view that the zero-interest rate policy will continue even after the Bank of Japan lifts ultra-loose monetary stance.
climax hit reached reasons selling starting
We may have reached a selling climax when we hit 2%, and now some are starting to look for reasons to buy.
actively bond boost debt fairly good government outcome prices purchased supported
Bond prices got a boost from the fairly good outcome of today's two-year debt auction, while index-trackers actively purchased government debt paper, which supported the market.
add among avoid bank buy central encourage falling higher investors outlook raises rising saying stocks
Falling stocks and a rising yen raises speculation among investors the central bank will avoid saying anything to add to an outlook for higher rates. It will encourage investors to buy bonds.
actively bank central investors meeting reluctant starts trade
Many investors are reluctant to trade actively before the central bank starts its two-day meeting Wednesday.
concern core crude decline fall negative oil perhaps territory worry
There was some concern that the core CPI would fall back into negative territory owing to a decline in oil prices, but perhaps we don't have to worry about that scenario, as crude futures have rebounded recently.
bank closer current exit government japanese loose monetary negative report step
The report suggests we're one step closer to the Bank of Japan's exit from its current loose monetary policy. That's negative for Japanese government bonds.