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Looming Economic Crisis in Prabowo’s Administration
The current account deficit threatens the Indonesian economy. The value of the rupiah could fall further, triggering an economic crisis.
Market Pulse Edisi : Monday, September 2, 2024
Political Turmoil Dampens Positive Sentiment
The hijacking of the Constitutional Court’s decision on the Regional Head Election Law affects investor confidence, and political commotion hurts Prabowo’s government.
Market Pulse Edisi : Monday, August 26, 2024
The Risk When the Central Bank Is Not Independent
The financial market optimism on the Fed’s stance is beginning to falter. There are indications that Donald Trump will influence the Fed’s independence.
Market Pulse Edisi : Monday, August 12, 2024
Indonesia’s Debt Ceiling Exceeded, Rupiah Struggles
Government debt breached the limit. Markets await a signal of prudent fiscal management from the incoming president.
Market Pulse Edisi : Monday, August 5, 2024
Rupiah Strengthens on Debt Injection
The rupiah strengthened due to the significant US dollar inflow from the government’s debt proceeds. Unfortunately, this might be temporary.
Market Pulse Edisi : Monday, July 22, 2024
New Government Set to Challenge Financial Markets
Prabowo is challenging the markets by showing his intention to increase government debt. Investors must be ready to face volatile markets.
Market Pulse Edisi : Monday, July 15, 2024
Imminent Danger of Rice Crisis
Rice production is predicted to drop dramatically this year, potentially leading to a rice crisis and triggering inflation and an economic crisis.
Market Pulse Edisi : Monday, July 8, 2024
Two Challenges Squeezing the Rupiah amid Market Turmoil
Prabowo has no room to maneuver with increasing debt. A volatile rupiah would define his presidency.
Market Pulse Edisi : Monday, July 1, 2024
Faint Hope for a Stronger Rupiah
Bank Indonesia's Board of Governors decided to hold the benchmark interest rate. The central bank challenged the market to strengthen the rupiah exchange rate.
Market Pulse Edisi : Monday, June 24, 2024
Uncertainty in Fiscal Policy, Push the Rupiah Down
The rupiah is under heavy pressures from the global financial markets turmoil. Domestic policy uncertainty makes it worse.
Market Pulse Edisi : Monday, June 17, 2024
Debt Trap Abyss Threatening Prabowo’s Presidency
There is no possibility for Prabowo to go on a spending spree during his presidency. Debt repayment liabilities will shackle him.
Market Pulse Edisi : Monday, June 10, 2024
Tapera, a Bad Legacy of Jokowi
Too many hazardous impacts of implementing Tapera. Prabowo would be better off scrapping it.
Market Pulse Edisi : Monday, June 3, 2024
Eight Percent Economic Growth Target Could Be Dangerous
An overly ambitious growth target could trap Indonesia’s economy, leading the government to adopt misguided and hazardous policies.
Market Pulse Edisi : Monday, May 27, 2024
The Risk of Dual Pressures on the Rupiah
The risk of rupiah depreciation might come from both the real sector and the financial market.
Market Pulse Edisi : Monday, May 20, 2024
Post-Election Indonesian Economic Growth Challenges
Indonesia's economy poses some hurdles in continuing its growth trajectory. Political transition adds uncertainty.
Market Pulse Edisi : Monday, May 13, 2024
The Fed’s Pivot Puts Pressure on Rupiah
The Fed’s hawkish stand on interest rate creates continuing pressure on the rupiah. Capital flight poses an increasingly serious threat.
Market Pulse Edisi : Monday, May 6, 2024
Interest Rate Hike Falls Short, Market Awaits Prabowo’s Direction
BI Rate hike fails to boost the rupiah. The markets await certainty on the new government’s fiscal policy direction.
Market Pulse Edisi : Monday, April 29, 2024
Can Bank Indonesia Hold Rupiah Without Raising Rates?
Market intervention has its limit. At a certain point, Bank Indonesia has no choice but raising its reference rate.
Market Pulse Edisi : Monday, April 22, 2024
Strong US Dollar Rattles Global Markets
Global market turmoil continues to shake currencies worldwide. No one knows how long the rupiah can hold on.
Market Pulse Edisi : Monday, April 15, 2024
Political Uncertainty Disrupting Financial Markets
The extra-long lame-duck period creates many conflicting policies when the global market is in turmoil. The rupiah is under pressure.