BRIDS Weekly Update Economic & Fixed Income Research Monday, Nov 18 , 2024
The recent trend in IDR and liquidity appears to constrain the possibility of a rate cut, but the need to stimulate growth should be at the fore.
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Indonesia: Prabowo Risk Beginning to Hurt IDR, Requiring Tighter Money
Despite a smaller fiscal deficit (1.6% of GDP) in 2023, markets are pricing in "Prabowo risk". The switch to a current account deficit will...
265 Views
Macro Strategy - Post-Trump’s Decisive Victory
Trump's core objective to drive the economy requires an initial balanced approach to manage reflation risks and ensure sustainable rate cuts.
132 Views
BRIDS Monthly Update Economic & Fixed Income Research October 2024
Monitoring the recent upswing in the US market while awaiting the election results and decisions from the Fed The recent surge in the U.S. Dollar...
188 Views
BRIDS Weekly Update Economic & Fixed Income Research Monday, Oct 28 , 2024
The conflation of reflation risk and the depreciation of key DXY basket currencies has sparked market volatility, necessitating caution.
140 Views