#WMR 13 – 17 December 2021
JCI corrected 0.7% to 6.601 and LQ45 fell 0.9% to 939 last week due to the information about the Omicron variant entering Indonesia.
#WMR 6 – 10 December 2021
The Index Keyakinan Konsumen increased in November. The public is optimistic that the covid-19 omicron can be overcome with the current vaccine.
Market Buzz : Don’t Forsake Year End Sale.
We look at recent correction driven by Fed policy pivot and abrupt omicron worry. We don’t see any major changes in fundamental.
#WMR 29 November – 3 December 2021
The stock market is very volatile due to the influence of the Omicron virus which is a new threat. JCI closed down 0.4% and LQ45 fell 0.3%.
Equity Market Commentary : November 2021
The global market embraced the Fed’s tapering smoothly starting in early November. The Fed has reminded the market to be patient on rate hikes
Bond Market Commentary : November 2021
The Fed’s tapering has begun and the US 10-year Treasury yield hovered between 1.4%-1.6% in November.