BCA Economic Research

Economic Research Reports Archives

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TFP W21 2024 - More debt is good news for some, 21 May 2024

1.12 MB

External debt - Not the whole story, 22 May 2024

1.06 MB

BoP - Lightning strikes at the start of a lingering rain, 21 May 2024

1.01 MB

FX Reserves - The worst has passed, but the uncertainty remains, 08 May 2024

1.32 MB

TFP W20 2024 - Long way up, 13 May 2024

1.34 MB

TFP W19 2024 - Not much support in the old reliables, 6 May 2024

459.01 KB

Investment - It’s a brighter day tomorrow, 06 May 2024

1.16 MB

FOMC - A rate and balance sheet tug-of-war, 02 May 2024

1.4 MB

CPI - Out of the woods for now, 02 May 2024

1.11 MB

TFP W18 2024 - Their deficits, our problem, 29 April 2024

596.99 KB

BI Policy - Reading two maps at once, 24 Apr 2024

1.43 MB

TFP W15 2024 - Welcome back my friends to the war that never ends, 22 April 2024

1.37 MB

CPI - Short-term surge, fundamental problem, 01 Apr 2024

1.23 MB

TFP W14 2024 - An update on Corporate Indonesia - Whipsawed by prices, 01 Apr 2024

1.26 MB

TFP W13 2024 - A stronger Dollar amid a spring of policy doves, 25 Mar 2024

1.27 MB

FOMC and BI Policy - Steadfast amid unyielding challenges, 21 Mar 2024

985.4 KB

TFP W12 2024 - Distorted signals, aggressive loans, pressured banks, 18 Mar 2024

1.24 MB

Trade - Narrowed by the festive seasons, 15 Mar 2024

529.96 KB

TFP W11 2024 - Keeping tabs on the the gold-hoarding Eastern dragon, 13 Mar 2024

1.27 MB

FX Reserves - Smoothing out the choppy waves, 08 Mar 2024

1.34 MB

TFP W10 2024 - No gem in Ni, 04 Mar 2024

1.23 MB

CPI - An inflection point for disinflation, 01 Mar 2024

1.11 MB

TFP W9 2024 - FX loans towards the fast lane, 26 Feb 2024

1.18 MB

BoP - No glory in FA surplus, no shame in CA deficits, 22 Feb 2024

1.04 MB

BI Policy - Calm waters, but beware the monster underneath, 21 Feb 2024

1.5 MB

TFP W8 2024 - Here a cloud passed, there the clouds remain, 19 Feb 2024

1.32 MB

Trade - A sign of things to come, 16 Feb 2024

1.29 MB

External debt - On an upswing again, 16 Feb 2024

1.09 MB

Global Macro Panorama, Part 2 – China, Trampled under Thucydides Global economic outlook in the shadow of US-China struggles, 12 Feb 2024

2.12 MB

TFP W7 2024 - Not so grand a dragon, 12 Feb 2024

1.13 MB

FX Reserves - Picking the best time to fight to save resources, 07 Feb 2024

1.35 MB

GDP - Staying afloat amid continued disinflation, 06 Feb 2024

1.36 MB

TFP W6 2024 - The liquidity consequences of the fiscal-fuelled growth, 5 Feb 2024

1.1 MB

Investment - Foreigners wait-and-see, but locals march on, 02 Feb 2024

1.02 MB

Global Macro Panorama, Part 1 – Commodities Trampled under Thucydides Global economic outlook in the shadow of US-China struggles, 2 Feb 2024

2.03 MB

FOMC - Dazed and confused, 01 Feb 2024

1.33 MB

2024 Indonesia Economic Outlook - Marching Ahead Against External Hurdles, 15 December 2023

2.23 MB

FOMC - Time to sit back, relax, and wait for the landing, 14 Dec 2023

1.36 MB

BoP - Improving but still in purgatory, 22 Nov 2023

1.03 MB

External debt - A prudent course, 17 Nov 2023

1.07 MB

TFP W47 2023 - Maintaining vigilance amist the threat of a feigned retreat, 13 Nov 2023

1.13 MB

GDP - Dragged down by a pull forward, 7 Nov 2023

1.27 MB

TFP W46 2023 - An update on corporate Indonesia, 6 Nov 2023

1.25 MB

FOMC - No time for premature celebrations, 02 Nov 2023

1.28 MB

CPI - A slow march up north, 01 Nov 2023

1.1 MB

Trade - Pivoting to consumption, 16 Oct 2023

1.24 MB

TFP W41 2023 - Looking at a positive primary balance, 2 Oct 2023

1.05 MB

CPI - Of Dust Bowls and Depressions, 02 Oct 2023

1.11 MB

TFP W40 2023 - Keeping some distance from the spectre of food inflation, 25 Sep 2023

1.03 MB

tfp-w39-2023-summertime-is-over-for-the-bond-market-but-calm-weather-remains-18-sept-2023

1.22 MB