Macro Strategy: The Curve Sets the Tone
Macro Strategy: The Curve Sets the Tone. Rising US real yields are tightening global financial conditions, increasing pressure on INDOGB yields,...
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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...
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BRIDS Macro: Sep 26 FOMC – Discipline Turns into Action: First Hike in Three Years
BRIDS MacroSep 26 FOMC – Discipline Turns into Action: First Hike in Three Years. The Fed delivered its first rate hike in three years.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sep 14, 2026
Fed hike risk is becoming more real as markets reprice the policy path and Treasury pressures broaden beyond front-end yields.
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Macro Strategy: From Risk to Reality
Macro Strategy: From Risk to Reality. ECB tightening has resumed, but today’s energy-driven inflation shock points to a shallower cycle than 2022.
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