BRIDS Weekly Update Economic & Fixed Income Research Monday, Aug 3, 2026
Fed Chairman Kevin Warsh has introduced an ambitious reform agenda, but markets are still waiting for these changes to translate into actual policy...
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Jan 26, 2026
Rising yields and weaker IDR renew rate-hike concerns, yet FX trends, liquidity conditions, and BI policy suggest low probability.
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Macro Strategy: Interpreting the Signals
Rising yields and weaker IDR renew rate-hike concerns, yet FX trends, liquidity conditions, and BI policy suggest low probability.
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Macro Strategy: The Currency Conundrum
IDR remains weak despite foreign inflows, driven by fiscal concerns, DXY rebound, and limited BI excess rupiah liquidity absorption.
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Equity Strategy: Oct25 Picks: Sticking with Banks, Commodities, Telco
We maintain our positive stance on Banks as we expect better liquidity condition to be reflected in Sep25 CoF, combined with attractive yield.
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