Macro Strategy: The Amalgam of Catalysts
While not immediately creating an ideal situation, the recent positive developments help counter the prolonged negative sentiment.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Jun 19 , 2024
The DXY is stronger on a weaker Yen as the BoJ delayed providing details of its QT plan. Expect cross currency event risk to prevail in the ST.
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Macro Strategy: The Conflation of Currency Risk and Fiscal Frailty
The weaker IDR suggests greater possibility of a BI rate hike; however, we note three factors that rate hike is not the ultimate panacea.
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KTX Zoom - MARCH 19, 2024
Technically, the SET Index is expected to move sideways up to the resistance at 1,395 points (75-day EMA)/1,400 points, with the support at 1,378...
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Macro Strategy: A Mixed Bag
Fiscal Front Loading will support the consumption growth outlook in 1Q24, with large spending in the final weeks of 2023 as well.
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