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File Name |
File Size |
Select |
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BI Policy - Reading two maps at once, 24 Apr 2024 |
1.43 MB |
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TFP W15 2024 - Welcome back my friends to the war that never ends, 22 April 2024 |
1.37 MB |
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CPI - Short-term surge, fundamental problem, 01 Apr 2024 |
1.23 MB |
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TFP W14 2024 - An update on Corporate Indonesia - Whipsawed by prices, 01 Apr 2024 |
1.26 MB |
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TFP W13 2024 - A stronger Dollar amid a spring of policy doves, 25 Mar 2024 |
1.27 MB |
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FOMC and BI Policy - Steadfast amid unyielding challenges, 21 Mar 2024 |
985.4 KB |
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TFP W12 2024 - Distorted signals, aggressive loans, pressured banks, 18 Mar 2024 |
1.24 MB |
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Trade - Narrowed by the festive seasons, 15 Mar 2024 |
529.96 KB |
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TFP W11 2024 - Keeping tabs on the the gold-hoarding Eastern dragon, 13 Mar 2024 |
1.27 MB |
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FX Reserves - Smoothing out the choppy waves, 08 Mar 2024 |
1.34 MB |
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TFP W10 2024 - No gem in Ni, 04 Mar 2024 |
1.23 MB |
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CPI - An inflection point for disinflation, 01 Mar 2024 |
1.11 MB |
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TFP W9 2024 - FX loans towards the fast lane, 26 Feb 2024 |
1.18 MB |
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BoP - No glory in FA surplus, no shame in CA deficits, 22 Feb 2024 |
1.04 MB |
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BI Policy - Calm waters, but beware the monster underneath, 21 Feb 2024 |
1.5 MB |
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TFP W8 2024 - Here a cloud passed, there the clouds remain, 19 Feb 2024 |
1.32 MB |
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External debt - On an upswing again, 16 Feb 2024 |
1.09 MB |
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Trade - A sign of things to come, 16 Feb 2024 |
1.29 MB |
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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 |
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TFP W7 2024 - Not so grand a dragon, 12 Feb 2024 |
1.13 MB |
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FX Reserves - Picking the best time to fight to save resources, 07 Feb 2024 |
1.35 MB |
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GDP - Staying afloat amid continued disinflation, 06 Feb 2024 |
1.36 MB |
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TFP W6 2024 - The liquidity consequences of the fiscal-fuelled growth, 5 Feb 2024 |
1.1 MB |
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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 |
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Investment - Foreigners wait-and-see, but locals march on, 02 Feb 2024 |
1.02 MB |
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FOMC - Dazed and confused, 01 Feb 2024 |
1.33 MB |
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2024 Indonesia Economic Outlook - Marching Ahead Against External Hurdles, 15 December 2023 |
2.23 MB |
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FOMC - Time to sit back, relax, and wait for the landing, 14 Dec 2023 |
1.36 MB |
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BoP - Improving but still in purgatory, 22 Nov 2023 |
1.03 MB |
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External debt - A prudent course, 17 Nov 2023 |
1.07 MB |
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TFP W47 2023 - Maintaining vigilance amist the threat of a feigned retreat, 13 Nov 2023 |
1.13 MB |
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GDP - Dragged down by a pull forward, 7 Nov 2023 |
1.27 MB |
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TFP W46 2023 - An update on corporate Indonesia, 6 Nov 2023 |
1.25 MB |
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FOMC - No time for premature celebrations, 02 Nov 2023 |
1.28 MB |
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CPI - A slow march up north, 01 Nov 2023 |
1.1 MB |
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Trade - Pivoting to consumption, 16 Oct 2023 |
1.24 MB |
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TFP W41 2023 - Looking at a positive primary balance, 2 Oct 2023 |
1.05 MB |
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CPI - Of Dust Bowls and Depressions, 02 Oct 2023 |
1.11 MB |
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TFP W40 2023 - Keeping some distance from the spectre of food inflation, 25 Sep 2023 |
1.03 MB |
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tfp-w39-2023-summertime-is-over-for-the-bond-market-but-calm-weather-remains-18-sept-2023 |
1.22 MB |
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TFP W37 2023 - Energy issues bubbling up again, 04 Sep 2023 |
1.17 MB |
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Yield curve inversion: One year on Part 1 On recession: False alarm or Cassandra warning? |
1.12 MB |
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Collideascope (Special Macro Report); FULL HOUSE - China’s warehouses are full, and it is spilling over to the global economy, 29 May 2023 |
1.95 MB |
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FX Reserves - A limit to Rupiah’s strength , 8 May 2023 |
1.26 MB |
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TFP W20 2023 - Keeping it cool amidst the heating debt-ceiling debacle, 8 May 2023 |
1.08 MB |
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BI Policy - Staying the course for now, 18 Apr 2023 |
1.37 MB |
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TFP W15 -Three potholes on Main Street, 10 Apr 2023 |
1.22 MB |
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FX Reserves - A ray of sunshine for The Rupiah, 10 Apr 2023 |
1.26 MB |
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Trade - A temporary reprieve, 15 March 2023 |
1.31 MB |
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TFP W10 2023 - Profits to take, costs to burden |
1.1 MB |
