Japan's Finance Minister Katayama keeps telling markets to settle down. Fair point—volatile swings don't help anyone. But here's the thing: if you really want markets to calm down, shouldn't fiscal policy match that message? Right now it feels like saying "please relax" while simultaneously hitting the accelerator. Markets aren't dumb. They price in the disconnect between soothing rhetoric and aggressive spending. If government officials actually want stability, the numbers have to back it up. Otherwise these statements come across as pure theater. The real move would be aligning fiscal strategy with the call for restraint—that's what actually talks to traders and investors.