#WMR 30 January – 3 February 2023
Global economic growth turned out to be quite resilient and most countries were able to avoid recession in 2023.
Monthly Macro Review : Strong Ending
By the end of 2022, the world’s economic attention will be on China after strict policies to deal with peaking covid.
#WMR 9 – 13 January 2023
Difficult macroeconomic conditions in global markets will make the performance of the stock and bond asset classes very heavy in 2022.
Equity Market Commentary : November 2022
The Fed chairman Jerome Powell stated the monetary policy will not be overtight, that the Fed Fund Rate almost reaches its peak.
Bond Market Commentary : November 2022
Bank Indonesia has responded to the Fed’s rate hike with a 50 bps increase in BI 7D RRR in November.
Money Market Commentary : November 2022
Bank Indonesia stated the interest rate policy will be front-loaded, pre-emptive and forward-looking to reduce high inflation expectations.