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Apr-Jun earnings wrap: Solid progress; expect profitgrowth after sell-off,

Apr-Jun results confirmied solid progress in line with expectations, Yen deprecintionduring the quarter (+13% YoY) made a large contribution, However, it seems sharepeiees this earnings
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Equity StrategyQ2 Eamings Season Tracker - Key Takeaways

The Q2 eamings season is in its final stages, wih 85-90%$ ofcompanies havingreporled in the UiS and in Europe. in this last edition of our Q2 tracker, wesumnarize the key takeaways.
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Cross Asset StrategyAfter the dust has settled

With volatility ealming down, investors are tempied by various degrees to re-enler variousmomentum and carry trades,. In the sbsence ofa calalyst, vols willlikely go lower and risk
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TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall

Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities
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G10 Cuts Broaden as Data Stabilize

Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust
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Global Market Views: Summer Turbulence En Route to a Soft Landing

1. Keep fading the extremes. For most of the past 12 months, market concernshave oscillated between inflation and growth. We came into the year on the back of
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The Global Impact of Higher US Tariffs (Briggs/Kodnani)

Former US President Donald Trump has signaled that he will likely implementsignificant tariffs if elected. Our baseline expectation for a Trump presidency is
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Large foreign buying in Taiwan this week

Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,
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DeskTalk - Ready for Powell at Jackson Hole

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
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Collective obliviousness?

Just two weeks have passed since the sharp deterioration in the US employment report sparked a
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