Monthly Macro Review : Paused Rally
Investors focus on the US election and Indonesia’s new government. Market optimism grows due to continuity in economic policies.
Weekly Market Recap 11 – 15 November 24
US election impact clear as DXY surpasses 105. Rising US tariffs, but Indonesia’s export potential stays strong with stimulus.
Weekly Market Recap 4 – 8 November 2024
Trump re-elected, EM and Indonesian markets pressured. IHSG and Rupiah decline similar to 2016, S&P strengthens, Fed cuts rates.
Weekly Market Recap 28 October – 1 November 2024
Bond market fell 0.99% in October 2024 due to rising US Treasury yields. US soft landing still supports further rate cuts.
Global Market Commentary : October 2024
U.S. election, China’s stimulus, and Middle East tensions impact global markets. U.S. economy shows resilience as 2024 ends.
Equity Market Commentary : October 2024
Domestic developments outpaced global events in October 2024. Indonesia’s new government sparks optimism for economic growth.