Macro Strategy: Proceed With Caution
Good morning, Markets look calmer, but certainty is still absent. As the conflict enters its sixth week, de escalation remains fragile.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Apr 13, 2026
Markets show early signs of stabilization, VIX near pre-war levels, INDOGB yields easing, but durability requires de-escalation signal.
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BRIDS Market Pulse: Chart of the week – 1Q26 Sector Performance
BRIDS Market PulseIn the SpotlightMarket and Sector PerformanceJCI declined –1.0% w-w to 7,097 as of 2 April, extending YTD losses to –18.7%.
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BRIDS Monthly Update Economic & Fixed Income Research February 2026
Credibility Over Capacity Moody’s revised Indonesia’s sovereign outlook to negative while keeping the Baa2 rating, signaling heightened risks but...
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BRIDS Weekly Update Economic & Fixed Income Research Monday, February 23, 2026
Two key risks are back in focus: rising geopolitical tensions and renewed tariff driven policy uncertainty, with upside for Indonesia.
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