On August 5, the recovery gathered pace as global technology sentiment improved and oil prices fell sharply. Any sustained move toward a stronger yen could reduce the currency benefit built into exporter earnings forecasts. That suggests inflation pressure is still moving through the economy even as oil prices fall. The decline in oil prices offered direct relief to Japan because the country imports most of its energy. Other key indicators will be the two-year and 10-year JGB yields, Brent crude below $80, U.S.-Iran talks, South Korean semiconductor shares and upcoming Japanese earnings.