Money Market Commentary : February 2023
Bank Indonesia held up its benchmark rate at 5.75% in Feb23 without a hike for the first time since aggressive tightening in Aug22.
#WMR 27 February – 6 March 2023
Is the source of the problem that wages are rising so that Americans are looking for better-paying jobs and keeping inflation high?
Monthly Macro Review : Early Warm-Up
We see the early conditions of 2023 as an early warm-up of the economic engine that will get better as the months go by.
Equity Market Commentary : January 2023
Global stocks kicked off in the year 2023 with a very solid move. We see the major indexes bounced back strong.
Bond Market Commentary : January 2023
Fixed income asset class continues the positive run, even though the benchmark rates keep increasing to counter inflation.
Money Market Commentary : January 2023
Money market funds were the shelter as the stock market correction happened in December 2022 and deposit rates increased by year-end.