External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

External broker reports(aggregated public sources)

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<ul><li>Highlights: GLOBAL US inflation remained moderate in July</li><li>China’s economy is faltering: trade slumps and fears of deflation grow</li><li>The UK economy rises at an unexpectedly fast rate</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Highlights: GLOBAL US inflation remained moderate in JulyChina’s economy is faltering: trade slumps and fears of deflation growThe UK economy rises at an unexpectedly fast rateContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRI Danareksa Debt Research, Weekly Report, August 15, 2023

<ul>
<li>US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY.</li>
<li>Monthly inflation stood at 2% MoM, same with June increases.</li>
<li>The last reading marked the first acceleration in 13 months, followed a 3.0% in June 2023. </li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY.
Monthly inflation stood at 2% MoM, same with June increases.
The last reading marked the first acceleration in 13 months, followed a 3.0% in June 2023. 

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRI Danareksa Debt Research - Weekly Report (August 15, 2023)

Macroeconomics

<ul><li>As of July 5, 2024, the 10-year US Treasury yield went down by 8 basis points to 4.28%, compared to 4.36% on June 28, 2024.</li><li>The decreasing trend during last week was also attributed by weaker economics indicators such as PMI and labor data.</li><li>During the same period, the 2-year US Treasury yield also declined by 11 basis points to 4.60%. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

As of July 5, 2024, the 10-year US Treasury yield went down by 8 basis points to 4.28%, compared to 4.36% on June 28, 2024.The decreasing trend during last week was also attributed by weaker economics indicators such as PMI and labor data.During the same period, the 2-year US Treasury yield also declined by 11 basis points to 4.60%. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRIDS Weekly Update Economic & Fixed Income Research Monday, Jul 08 , 2024

<ul>
<li>The weaker IDR suggests greater possibility of a BI rate hike; however, we note three factors that rate hike is not the ultimate panacea.</li>
<li>The fiscal deficit would surpass 4% if the Debt-to-GDP ratio approaches 48%. More comprehensive fiscal design should result in more clarity.</li>
<li>The DXY is stronger on a weaker Yen as the BoJ delayed providing details of its QT plan. Expect cross currency event risk to prevail in the ST.</li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


The weaker IDR suggests greater possibility of a BI rate hike; however, we note three factors that rate hike is not the ultimate panacea.
The fiscal deficit would surpass 4% if the Debt-to-GDP ratio approaches 48%. More comprehensive fiscal design should result in more clarity.
The DXY is stronger on a weaker Yen as the BoJ delayed providing details of its QT plan. Expect cross currency event risk to prevail in the ST.

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRIDS Weekly Update Economic & Fixed Income Research Monday, Jun 19 , 2024

<ul><li>Global rate cuts are gradually unfolding with several prominent central banks cutting rates. Bank of England is next in line.</li><li>A potential change in tone at this week’s FOMC with the latest data pointing toward further moderation in growth factors.</li><li>A weaker IDR and sluggish growth momentum continue to weigh on overall market sentiment, and this could protract market inertia.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global rate cuts are gradually unfolding with several prominent central banks cutting rates. Bank of England is next in line.A potential change in tone at this week’s FOMC with the latest data pointing toward further moderation in growth factors.A weaker IDR and sluggish growth momentum continue to weigh on overall market sentiment, and this could protract market inertia.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRIDS Weekly Update Economic & Fixed Income Research Monday, Jun 10 , 2024

Indonesia 10Y (GIDR10YR INDEX)

BRI Danareksa Debt Research, Weekly Report, August 15, 2023

US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY. Monthly inflation stood at 2% MoM, same with June increases.

BRI Danareksa Research

BRI Danareksa Debt Research - Weekly Report (August 15, 2023)

US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY. Monthly inflation stood at 2% MoM,...

BRI Danareksa Research

BRIDS Weekly Update Economic & Fixed Income Research Monday, Jul 08 , 2024

Similarly, the yield on Indonesian Government Bonds (INDOGB) 10-year decreased by 1 basis points to 7.07% on July 5, 2024, down from 7.08% on June...

BRI Danareksa Research

BRIDS Weekly Update Economic & Fixed Income Research Monday, Jun 19 , 2024

The DXY is stronger on a weaker Yen as the BoJ delayed providing details of its QT plan. Expect cross currency event risk to prevail in the ST.

BRI Danareksa Research

BRIDS Weekly Update Economic & Fixed Income Research Monday, Jun 10 , 2024

Global rate cuts are gradually unfolding with several prominent central banks cutting rates. Bank of England is next in line. A potential change...

BRI Danareksa Research