Kevin Warsh’s Jackson Hole speech increased expectations of a Fed rate hike, while Indonesian markets remained relatively stable amid a steady rupiah
Rising UST yields pressured global markets, while rupiah strength and foreign inflows supported Indonesian equities and bonds.
Global markets gained on AI and semiconductor strength, while domestic focus remained on the BI governor transition and MSCI review.
Global markets gained on renewed AI strength and softer US jobs data, while Indonesia’s economy grew above market expectations.
Global markets gained on steady central bank policy and strong tech earnings, while the BI governor succession remained in focus.
DAM officially takes control of four SOE investment managers with combined assets under management exceeding Rp170 trillion.
AI capex concerns and renewed US–Iran tensions weighed on global markets, while surging oil prices revived inflation risks.
AI concerns and renewed US–Iran tensions weighed on global markets, while S&P’s affirmation supported Indonesia’s outlook.
Global markets traded mixed amid AI-driven sentiment and renewed US–Iran tensions, while attention turned to S&P DJI.
Fed rate hike expectations eased, while Indonesia’s trade deficit heightened market focus on currency risks.
