November Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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BRI Danareksa Debt Research, Weekly Report, September 05, 2023
The US GDP growth in 2Q23 fell to 2.1% in the second estimate, compared to 2.4% in the initial estimates and the first quarter’s rise of 2.0% q-q
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BRI Danareksa Debt Research, Weekly Report, August 22, 2023
entiment against the US’s economy US Retail Sales growth exceed expectation with 3.2% y-y (vs. cons: 1.5%), the fastest growth pace in 5-months.
389 Views
U.S. Dollar Outlook: Remembering The Jay-Z Hip Euro Top
The 'end of the dollar' has been nigh since 2005. The U.S. dollar will be the last to go crash, says CNN.com's John Sutter.com.com/Doom merchants...
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The Dollar Is Back
Over the past year, what was good for the US dollar was bad for the stockmarket. The world’s reserve currency lubricates (or seizes up) financial...
305 Views