Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
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Indonesia: The Giant Finally Awakens from Its Slumber
Anaemic consumption continues to weigh on the archipelagic economy in 2017 though there is reason to believe there is a modest turnaround on the...
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Indonesia: Is the Rupiah at Risk?
In recent weeks, there are renewed concerns regarding the Rupiah as it weakened substantially, compared to the picture of stability in 1H17. Given...
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Indonesia: Economy Chugging Along
Unlike its trade-dependent neighbors such as Singapore and Malaysia, the rebound in external demand has not translated into a sizeable momentum...
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Quick Update - Indonesia: Implications of Freeport and the 16th Policy Package
Indonesia: Stability welcome but watch for rising nationalism Extension of mining permit for Freeport: The Indonesian government reached an...
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