Global Market Commentary : March 2025
Tariffs, EU stimulus, and China’s cautious growth target shape volatile global markets and stagflation fears in March 2025.
Equity Market Commentary : March 2025
Trade tension, political rumors, and Danantara uncertainty drive volatility in Indonesia’s stock market in March 2025.
Bond Market Commentary : March 2025
Bond markets face March volatility as yields rise, BI intervenes, and Sri Mulyani reassures investors on fiscal stability.
Money Market Commentary : March 2025
Ahead of long holiday, money market remains stable. Bank deposit rates rise, making MMFs a safer short-term option.
Weekly Market Recap 17-21 Maret 2025
Global markets steady, BI holds rate, gold tops $3,000, Trump extends tariffs amid rising geopolitical tensions.
Monthly Macro Review : Warming Up
February 2025 marked by Danantara and US tariffs, signaling a challenging yet hopeful start for global economic policy.