Macro Strategy: KTA: Meeting with Bank Indonesia
In our recent well-attended BRIDS Roundtable session, we hosted Mr. Indra Astrayuda, the Deputy Director of the Monetary Economic Policy Department...
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Macro and Flows Tracker - GTV to Step-Up, Gojek + Tokped Upside Revisited
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
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Weekly CFTC Sentiment Report - Bearish USD Sentiment Moderates
Non-Commercial Accounts cut short USD positioning by a little over USD3.4bn in the week through Tuesday, taking the aggregate bear bet on the USD
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SEK rates weekly: Bond issuance about to level up
In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays. Reduced ECB buying and a rate hike pause...
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Macro & Markets: Soft landing dreams
Fading recession risks.In recent months, investors and economists have marked down the probability of a recession, after growth has surprised on...
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