Samuel Weekly Macro: 1st Week of May 2024
Macro Strategy and Fixed Income Outlook 2024 – Global Dovish Pivot Euphoria
Waspadai batas resisten teknikal yield 10Y UST di 3.8%
Market players are disappointed with the BoJ’s policy
Waspadai overbought instrumen INDOGB dan INDON
Euforia dovish pivot The Fed meluas ke ECB
Euforia dovish pivot global berlanjut
Gap IHSG Vs. LQ 45 & IDX 80 tekan Rupiah, SBN; Pasar proyeksikan pemangkasan 150 bps Vs. Fed: 75 bps
Asa pasar terhadap ekspektasi dovish pivot The Fed masih belum pupus
Menguatnya pasar tenaga kerja AS picu aksi jual UST










