Tomoko Fujii
Tomoko Fujii
debt drastic gain general implement needs public reducing require sector
In general reducing the public debt will require drastic public sector reform. To implement drastic reforms, Koizumi needs to gain public support.
half likely next remain situation year
At least for the next half a year the situation is likely to remain tough.
bad bank figures japan modestly policy shift solid toward track
The figures are not so bad and modestly yen positive. The Bank of Japan is on a solid track toward a policy shift this April.
data economic euro german market retail risk sales upside
The euro has upside risk should economic data such as German retail sales give the market a surprise.
beginning combined hike japanese likely markets price push rate recovery second steady
The markets have already priced in at least one rate hike and are beginning to price in the second rate hike by year-end. Combined with the steady recovery of the Japanese economy, those expectations are likely to push up the yen.
economic expect gloomy picture reasonably second weak
It's a very gloomy picture. We can reasonably expect a very weak economic picture for the first and second quarter.
dollar waiting
Everyone is waiting for an end to the tightening cycle, so that's why the dollar is vulnerable.