#WMR 26 – 30 September 2022
The combination of strong revenues and moderate spending left the fiscal budget still in surplus of 0.6% of GDP through August.
#WMR 19 – 23 September 2022
One of the interesting charts is that inflation expectations depicted by US Breakeven (BE) 10 yrs continue to decline.
Monthly Macro Review : Strong Month
Indonesia is the choice for many global investors, especially from the stock asset class to be a destination for investment flows.
#WMR 12 – 16 September 2022
This week, global markets will again listen to the Fed’s decision to raise the FFR (Fed Funds Rate) benchmark interest rate.
#WMR 5 – 9 September 2022
The increase in the price of subsidized gasoline will increase inflation from the previous estimates by the Mandiri Sekuritas economist.
Equity Market Commentary : August 2022
The rally in global stock indexes in the summer has ended and the market has returned to focus on the Fed.