BCA Economic Research

Economic Research Reports Archives

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2026 Indonesia Economic Outlook - Inching Towards Higher Growth, 19 December 2025

1.55 MB

BI Policy - A Merry Mix of Two Mandates, 18 Dec 2025

686.92 KB

FOMC - Schrödinger’s cut, 11 Dec 2025

536.89 KB

FX Reserves - Building the war chest, 09 Dec 2025

796.4 KB

TFP W50 2025 - Our expectations for the next year, 8 Dec 2025

584.62 KB

TFP W49 2025 - Resource management game, 2 Dec 2025

521.98 KB

International Trade - A lower, yet promising surplus, 01 Dec 2025

517.71 KB

CPI - Going out of trend, 01 Dec 2025

476.29 KB

TFP W48 2025 - Improving fiscal conditions, despite some scars, 24 Nov 2025

494.62 KB

BI Policy - Just a speed bump, not a U-turn, 20 Nov 2025

697.53 KB

Balance of Payment - Big surplus, bigger deficit, 20 Nov 2025

465.93 KB

TFP W47 2025 - A small ripple beneath the tranquil pond of domestic debt, 17 Nov 2025

553.28 KB

TFP W46 2025: Q3-2025 Indonesia Corporate Earnings: Fundamentally sidelining, 10 Nov 2025

671.92 KB

FX Reserves - The Art of Holding the Line, 10 Nov 2025

711 KB

GDP - Engine still running, just need more push, 05 Nov 2025

552.45 KB

International Trade - The surplus that refused to die, 04 Nov 2025

537.95 KB

CPI - Some signs of demand improvement, 03 Nov 2025

599.01 KB

FOMC - Reining in expectations, 30 Oct 2025

545.76 KB

TFP W44 2025 - Bidding farewell to the QT campaign, 27 Oct 2025

482.48 KB

GDP Nowcast - Light at the end of the tunnel, 24 Oct 2025

463.96 KB

bi-policy-counting-on-banks-to-run-faster-22-oct-2025

724.43 KB

TFP W43 2025 - Year-end surge in consumption, 20 Oct 2025

506.72 KB

TFP W42 2025 - When liquidity is not flowing further away, 14 Oct 2025

549.6 KB

TFP W41 2025 - Shutting down when September ends, 07 Oct 2025

526.9 KB

FX Reserves - Efforts and luck, 07 Oct 2025

702.49 KB

CPI - Taming inflation while fueling growth, 02 Oct 2025

473.38 KB

International Trade - Big surplus and BI's next move, 01 Oct 2025

536.86 KB

TFP W40 2025 - Reading signals from Mr Market, 29 Sep 2025

545.14 KB

TFP W39 2025 - Reviving loan growth through the labour market, 22 Sep 2025

499.81 KB

BI and Fed Policy - Same moves, different motives, 19 Sep 2025

808.06 KB

TFP W38 2025 - The demand side of the IDR 200 Tn question, 15 Sep 2025

546.7 KB

FX Reserves - Tightrope walk, 09 Sep 2025

698.58 KB

TFP W37 2025 - Potholes in the way to recovery, 08 Sep 2025

562.53 KB

International Trade - Strong July, smoke on the horizon , 02 Sep 2025

533.51 KB

CPI - Lost in translation; inflation and demand, 01 Sep 2025

468.25 KB

TFP W35 2025 - Some are still expanding by borrowing, 25 Aug 2025

530.04 KB

Balance of Payment - Not all deficits are created equal, 21 Aug 2025

447.72 KB

BI Policy - Cruising for more loans, 20 Aug 2025

725.22 KB

TFP W34 2025 - 2026 State budget; Consolidation and centralization, 19 Aug 2025

609.25 KB

TFP W33 2025 - Questions about Momentum, 15 Aug 2025

565.2 KB

FX Reserves - Navigating a controlled descent, 08 Aug 2025

706.78 KB

TFP W32 2025: An update on Corporate Indonesia, Q2-2025; Nearing an inflection point, 05 Aug 2025

882.62 KB

GDP - Roaring Back, 05 Aug 2025

623.94 KB

International Trade - Drawn-out tariff game, 01 Aug 2025

562.72 KB

CPI - Setting the Stage for a Recovery, 01 Aug 2025

457.06 KB

FOMC - Pressured to cut, but forced to hold, 31 Jul 2025

544.53 KB

UST yield outlook - Bracing for a Wave of News, 30 Jul 2025

438.79 KB

TFP W31 2025 - Will another wave of China’s inventory upcycle incoming, 28 Jul 2025

590.24 KB

GDP Nowcast - Slowing with a hint of resilience, 28 Jul 2025

538.06 KB

TFP W30 2025 - Calm and collected in the SBN market, 21 Jul 2025

563.66 KB