Indonesia: Another 50bp of Rate Cuts by October Will Spur 2H 2020 Recovery
BI cut its policy rate 25bp to 4% on Thursday (16 July), completing 100bp of cuts in 2020. But with inflation at 1.96% YoY in June, the real policy...
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Houston, We Have A Problem
* Pay Me To Take Your Assets: Yesterday, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
528 Views
Start of Systematic Screening Provides Hope, but Widodo Has Yet to Cordon Java
Health: Quarantining Java – i.e., suspending travel between it and other islands – still has yet to receive consideration by policymakers in public...
376 Views
Hello Doni! New Task Force Chair Injects Hope / China Study Suggests Slow Tropical 'R'
In the space of a week, Indonesia’s outlook has actually improved. The Widodo administration had been distinctly negligent and inept about...
387 Views
China's Export Disruption Is Causing Re-Shoring of Exports to TW, VN, PH, ID
China's industrial output declined 13.5% YoY in January-February 2020, retail sales declined by 20.5% YoY, and fixed asset investment (FAI)...
428 Views