Macro Strategy: The Return of Policy Discipline
The Return of Policy Discipline Warsh’s Jackson Hole message reinforced a hawkish Fed bias, lifting short-end yields, DXY, and further flattening...
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Macro Strategy: Interpreting the Signals
Rising yields and weaker IDR renew rate-hike concerns, yet FX trends, liquidity conditions, and BI policy suggest low probability.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Jan 19, 2026
IDR remains weak despite foreign inflows, driven by fiscal concerns, DXY rebound, and limited BI excess rupiah liquidity absorption.
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Macro Strategy: The Currency Conundrum
IDR remains weak despite foreign inflows, driven by fiscal concerns, DXY rebound, and limited BI excess rupiah liquidity absorption.
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Macro Strategy: Restoring Stability
Protests over legislative benefits spread across Indonesian cities, sparking unrest and economic risks. Govt pledged reforms.
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