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Nama File |
Ukuran File |
Pilih |
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FOMC and BI Policy - Rebalancing pirouette between two wrecking balls, 21 Sept 2023 |
1,65 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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Trade - The calm before the storm, 15 September 2023 |
1,24 MB |
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TFP W38 2023 - Looking around for the fabled “bazooka-style” Chinese sti... |
1,24 MB |
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FX Reserves - New tools to manage Rupiah's stability, 7 Sep 2023 |
1,34 MB |
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TFP W37 2023 - Energy issues bubbling up again, 04 Sep 2023 |
1,17 MB |
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CPI - All risks covered, for now, 01 Sept 2023 |
927,58 KB |
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TFP W36 - Waiting calmly for the long and variable lag, 28 Aug 2023 |
1,19 MB |
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BI Policy - A scalpel for these delicate times, 24 Aug 2023 |
1,42 MB |
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BoP - More deficits, less fuss, 23 Aug 2023 |
1,08 MB |
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TFP W35 2023 - Facing the intensifying challenge amid the temporary East-West divergence, 21 Aug |
1,12 MB |
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External debt - An early indicator of risk aversion, 21 Aug 2023 |
1,05 MB |
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TFP W34 2023 - The 2024 state budget; Towards the final lap with a tested plan in hand, 18 Aug |
1,07 MB |
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Trade - Back to narrow surplus, 15 Aug 2023 |
1,23 MB |
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TFP W34 2023 - Bidding farewell to China’s inventory cycle, 14 Aug |
1,23 MB |
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Investment - Going strong amid looming challenges, 11 Aug 2023 |
1,21 MB |
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GDP - Disinflation distorts the view, 9 Aug 2023 |
561,71 KB |
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FX Reserves - Reserves stabilized, but Rupiah not out of the woods, 8 Aug 2023 |
1,4 MB |
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TFP W33 2023 - UST downgrade and the scent of structural bond re-pricing, 7 Aug |
1,15 MB |
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CPI - Supply-side conditions Friend now, enemy later, 01 Aug 2023 |
1,13 MB |
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TFP W32 2023 - A preliminary update on corporate Indonesia, 31 Jul 2023 |
1,22 MB |
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FOMC : Keeping all options open, 27 Jul 2023 |
1,35 MB |
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TFP W31 2023 - “The bull”, ‘the boy”, and the still-limited risk of food inflation, 25 Jul 2023 |
1,1 MB |
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BI Policy - Cruise control on a treacherous road, 25 Jul 2023 |
1,38 MB |
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Yield curve inversion: One year on Part 2 On inflation: Keeping an eye on possible inflexion? |
1,29 MB |
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Trade: Imports declined, another wide surplus |
1,27 MB |
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REFILL, PLEASE? Consumer savings are running out. Can fiscal and pre-election spending refill it? |
1,95 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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FX Reserves - Narrowing buffers, but rupiah’s stability endures, 7 Jul 2023 |
1,3 MB |
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CPI - Everything's easing but food still up in the air, 03 Jul 2023 |
1,1 MB |
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TFP W28 2023 - US property sector; A different spectre, 3 Jul 2023 |
1,24 MB |
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TFP W27 2023 - Have bond traders given their blessings for a further rate hike, 26 Jun 2023 |
1,21 MB |
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BI Policy - China cloud over BI’s placid waters, 23 Jun 2023 |
1,39 MB |
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TFP W26 2023 - Break the mercantilist glass in case of emergency, 19 Jun 2023 |
1 MB |
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FOMC The Eagle Has … Paused , 16 Jun 2023 |
1,37 MB |
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Trade - Subdued surplus amid weakening global demand, 15 Jun 2023 |
1,24 MB |
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TFP W25 2023 - Fragile no more, 12 Jun 2023 |
1,38 MB |
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A Passing Storm, 09 Jun 2023 |
1,26 MB |
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TFP W24 - Will Saudi’s second strike haunts the US economy, 05 Jun 2023 |
1,08 MB |
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CPI - Best of both worlds, but how much longer, 05 Jun 2023 |
1,12 MB |
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TFP W23 2023 - The 2023 debt ceiling negotiation; The epilogue, 30 May 2023 |
1,22 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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BI Policy - New tools might be necessary, 25 May 2023 |
1,38 MB |
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BoP - A great start to the year, 24 May 2023 |
993,63 KB |
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TFP W22 2023 - A budget full of confidence, 22 May 2023 |
1,32 MB |
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External debt - The sea is becalmed, 19 May 2023 |
1,09 MB |
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TFP W21 2023 - Yen and now, 15 May 2023 |
1,11 MB |
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Trade - Not as bad as it looks, 15 May 2023 |
1,23 MB |
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Investment - The tide is high, but receding, 15 May 2023 |
1,24 MB |
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FX Reserves - A limit to Rupiah’s strength , 8 May 2023 |
1,26 MB |
