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A narrow morning session for JGB futures leaves the contract +1 at the lunchbreak. The space has looked through the softest domestic headline CPI reading in a little over 10-Years, with the dynamic providing no real shock vs. market and BoJ expectations. Cash JGBs were biased a touch lower in the main, with 40s ever so slightly cheaper on the day.
- The government's latest economic update was in line with recent source reports, so provided no shocks, with a marginal uptick in the GDP exp. for the incoming FY.
- Focus now moves to the final BoJ decision of 2020. The Bank will likely leave its headline monetary policy settings unchanged, with focus set to fall on the potential extension of its corporate liquidity provisions beyond the current Match '21 sunset (see our full BoJ preview for further details).