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10y JGB auction preview: A highly volatile climate

POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the
海外研报

Japan: Contextualizing the NKY’s second largest 1-day decline on record

KEY MESSAGES▪ The Nikkei 225’s second largest one-day decline on record (-12.4%) on Monday underscores the large portfolio liquidation pressure
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apan: June Wages: Special Wages Boost Nominal Cash Wage Growth, Real Wages Turn Positive

BOTTOM LINE: Nominal cash wage growth accelerated sharply to +4.5% yoy inJune, from +2.0% in May. Special wages, including summer bonuses, boosted
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FADE THE RECESSION NARRATIVE

The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
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European Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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June deficit contracts in line with moves from advance goods report

The overall trade deficit narrowed $1.9bn in June, to $73.1bn, reflecting export growththat outpaced import growth. The deficit narrowed less than we expected (Barclays -$72.1bn,
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Opportunities in NJA local markets after overshoot

1. Wild price action in Asian local markets post US July employment report.Markets have experienced a sharp de-risking and unwind of carry trades (particularly
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a complete exit from deflation after the next global economic cyclical recovery

Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit
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Japan: main points of Japan’s economic outlook

Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic
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30y JGB auction preview: Market turbulence liable to weigh on sentiment

・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
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