Macro Strategy: The Fulcrum of China’s Stimulus
The broad China stimulus from both monetary and fiscal portray substantial escalation from previous measures, a key game changer.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sept 23 , 2024
The outsized initial FFR cut of 50 bps would set the stage for global central banks’ trajectory as the Fed tries not to fall behind the curve.
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Macro Strategy: The Major Premise of Rate Cut
The outsized initial FFR cut of 50 bps would set the stage for global central banks’ trajectory as the Fed tries not to fall behind the curve.
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Macro Strategy: An Opportune Time to Initiate the Easing Cycle
An opportune time for BI to begin its easing cycle, considering the IDR appreciation trend and the need to signal growth support.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sep 09 , 2024
BI appears to add IDR liquidity, consistent with historical pre-rate cut cycle trends, by reducing SRBI auction and adding to its SBN holdings.
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