Masahiro Kihara from Mizuho Financial Group remains bullish on the Japanese government's fiscal approach, even as mixed signals emerged from the bond market this week. While Tokyo's budget stance shows confidence in supporting economic growth, debt investors are sending a more cautious message through yield movements. This divergence between policy makers' optimism and market participants' hesitation reflects deeper concerns about sustainability. For those tracking global economic dynamics and their potential ripple effects on asset markets, Japan's fiscal-monetary balance remains a critical variable worth monitoring closely.