Global Market Commentary : January 2025
Global market volatility rises post-Trump inauguration. US inflation at 2.9%, Fed remains hawkish, US economy stays resilient.
Equity Market Commentary : January 2025
JCI reacts to Trump’s policies & Prabowo’s budget cuts. BI cuts rates by 25 bps, market remains optimistic but cautious.
Bond Market Commentary : January 2025
BI cuts rates by 25 bps to 5.75%. IndoGB yields fall, Rupiah weakens to Rp16,300/USD, investors cautious of global policy shifts.