Daily BriefsMacro

Daily Brief Macro: 5 Things We Watch – EUR Inflation and more

In today’s briefing:

  • 5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium
  • Indonesia: Next President Needs to Overcome Serial Economic Underperformance
  • CX Daily: Huawei Unveils New Products Boasting Self-Developed Chips


5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium

By Andreas Steno

  • It’s Wednesday once again, and that calls for us to have a look at the 5 things in global macro that we are looking at to stay on top of markets and everything related.
  • Markets are as always having a hard time figuring out where the economy is heading, and some of the topics listed below will be of great importance to the future direction of all asset classes.
  • This week we are watching out for the following 5 topics within global macro: EUR Inflation, Ifo, CRE, Deposit flights, Nuclear.

Indonesia: Next President Needs to Overcome Serial Economic Underperformance

By Manu Bhaskaran

  • As Indonesia gears up for presidential elections, the political parties behind the three main candidates are in the last stages of bargaining before nominations close in October.
  • Voters are broadly satisfied with the status quo and are likely to vote for “continuity” candidates such as Ganjar or Prabowo. Whoever President Jokowi endorses will have an edge. 
  • The next president will be responsible for ensuring that growth performance is on track for Indonesia’s high-income ambitions. Structural shortfalls make this a daunting task. 

CX Daily: Huawei Unveils New Products Boasting Self-Developed Chips

By Caixin Global

  • Huawei /: Huawei unveils new products boasting self-developed chips
  • Bully / Trending in China: Case of ‘extreme’ bullying, sexual assault of a minor in school sparks public outrage
  • Corruption /: Investigator at China’s top graft buster turns himself in

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