Macro Strategy: Renewed Interest
A reduction in the Treasury issuance target in 4Q, FOMC’s rate pause, and weaker US job data are seen as the main factors behind the recent surge...
399 Views
Macro Strategy: Liquidity Impetus
Fiscal stimulus will be enough to compensate for the impact of BI’s 25 bps rate hike, and fiscal acceleration in 4Q will be seen as a panacea for...
239 Views
Macro Strategy & Flows Trackers: Ever Vigilant
The market appears to be pricing in a more contained crisis in regards of geopolitical risk escalation, but volatility risk remains high at this...
436 Views
Macro Strategy & Flows Trackers: Policy Rate in Focus
The launch of the SRBI has attracted IDR24.5tn, with the majority on a 12-month term at 6.40%, slightly higher than the INDOGB 1-year yield to lure...
404 Views
Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
516 Views