Macro Strategy: Sustaining Momentum
Positive macro momentum is likely to persist following last week’s data release, with yields further declining and the IDR strengthening.
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Macro Strategy & Flows Trackers: Ever Vigilant
The market appears to be pricing in a more contained crisis in regards of geopolitical risk escalation, but volatility risk remains high at this...
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Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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Macro Strategy: KTA: Meeting with Bank Indonesia
In our recent well-attended BRIDS Roundtable session, we hosted Mr. Indra Astrayuda, the Deputy Director of the Monetary Economic Policy Department...
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BRI Danareksa Debt Research, Weekly Report, August 29, 2023
Powell’s hawkish tone in Jackson Hole The Fed’s chairman’s speech last Friday on annual Jackson meeting emphasized the potential need for The Fed...
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