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.
179 Views
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.
201 Views
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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BRIDS Monthly Update Economic & Fixed Income Research August 2024
String of macro data release in US over the past week further reinforces our expectation of gradual Fed Fund Rate (FFR) cut.
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