BRIDS Weekly Update Economic & Fixed Income Research Monday, Dec 1, 2025
Rate Cut Bets Rise. The market is currently almost fully pricing in a rate cut at the final FOMC meeting of 2025 in December. This shift has pushed...
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Indonesia: Prabowo Risk Beginning to Hurt IDR, Requiring Tighter Money
Despite a smaller fiscal deficit  (1.6% of GDP) in 2023, markets are pricing in "Prabowo risk". The switch to a current account deficit will...
419 Views
BRIDS Weekly Update Economic & Fixed Income Research Monday, Nov 24, 2025
Manufacturing-led FDI now anchors investment growth, lifting GFCF and widening regional benefit with Ex-Java areas benefiting the most.
135 Views
BRIDS Monthly Update Economic & Fixed Income Research October 2025
Global markets reached new highs before renewed volatility followed Trump’s tariff announcement and a US government shutdown.
261 Views
BRIDS Weekly Update Economic & Fixed Income Research Monday, Oct 27, 2025
BI may still ease into 2026, but narrower spreads, tighter liquidity, and IDR risks mean focus shifts to policy coordination and transmission.
164 Views