Mitsubishi UFJ: Government Action Needed to Address Concerns Over Japan's Fiscal Deficit

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Jin10 data reported on May 28, analysts at Mitsubishi UFJ Financial Group, led by Derek Halpern, pointed out in a report that the comments made by Bank of Japan Governor Kazuo Ueda helped suppress the rise in Japanese government bond yields, but the Bank of Japan may still be extremely reluctant to change its current policy plans. Earlier that day, Ueda promised to closely monitor the trends in the super-long-term bond market. The research director stated, "The Bank of Japan is determined to normalize the monetary policy framework, and taking no action may be the best signal indicating that decades of mild deflation have ended." Halpern noted that, therefore, the responsibility for addressing concerns about the fiscal deficit may fall back on the government.

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