Bank Indonesia
Watching Iran, Central Banks and Inflation Data While Also Anticipating Nvidia’s 1Q Earnings Report
May 20, 2026
As has become increasingly common, same-day movement in Asian equity markets has been opposite in direction from the trends in Europe and North America. On this Wednesday, Pac Rim share prices closed lower, including losses of 1.7% in New Zealand, 1.3% in Australia, 1.2% in Japan and 0.9% in South Korea. The major euro area […] More
Investors Decide that Breakdown in Talks and Indefinite Extension of Ceasefire and Strait’s Continuing Shutdown Are Not the Worst Outcome
April 22, 2026
No progress has been made in breaking the U.S./Iranian impasse. Talks did not resume in Pakistan, and no timetable for when formal talks might be held has been disclosed. Each side is successfully maintaining a blockade, and the resulting shortfall in global oil supply continues to mount. A 1% overnight rise in the price of […] More
Imploded Investor Confidence in Euroland, Some Central Bank Decisions, and the Alleged Death of Another Top Iranian Official
March 17, 2026
In overnight financial market action, The dollar has dipped 0.3% against the Australian dollar following a rise in Australia’s Officials Cash Rate. The dollar is also down 0.2% versus the Mexican peso, and by 0.1% relative to the euro, Swissy and sterling but flat against the yen following more hints from Japan’s finance minister of […] More
Geopolitical Strains Weigh on Stock Markets
February 19, 2026
Equity markets in the U.K., Germany, France, Italy, Spain and India are showing losses so far this Thursday that range between 0.8% and 1.5%, and futures trading in major U.S. indices point to a lower open in the United States. Exceptions to this trend include South Korea, Australia, New Zealand and Singapore, while several other […] More
Dollar and Equities Remain on the Defensive; Greenland Dispute Center Stage at Davos
January 21, 2026
President Trump has arrived in Davos. For a forum whose chosen annual theme is “A Spirit of Dialogue,” it is both ironic and undoubtedly purposeful that the U.S. president chose this moment to issue ultimatums on the non-negotiability of transferring Greenland’s sovereignty from Denmark to the United States. There will be many meetings today between […] More
Sino-Japanese Geopolitical Tensions Reflected in Weak Yen and Nikkei Losses
November 19, 2025
Ramifications continued on Wednesday from Prime Minister Takaichi’s parliamentary comment that Chinese steps to seize control of Taiwan could elicit a military response from Japan. That insinuation during a Q&A session led to a forceful verbal response from Beijing officials. The yen fell another 0.4% overnight against the dollar and at 156.2 has depreciated by […] More
British CPI Inflation Not as High in September as Thought
October 22, 2025
Less than 36 hours ago, investors were anticipating key meetings between President Trump and the leaders of Russia and China later this month. Symptomatic of other geopolitical flip-flops, each of those meetings now seems in doubt. This second Trump administration has been loaded with press events and other news-worthy events to a much greater extent […] More
Central Bank Rate Cuts in New Zealand, Indonesia and Uruguay
August 20, 2025
Officials at Bank Indonesia sprung a surprise on market participants at today’s scheduled monetary policy review. No interest rate change had been predicted in light of a higher 2.5% inflation rate last month, but instead the policy rate got cut 25 basis points further to 5.0%. The decision, according to a released statement, “is consistent […] More
Indonesian Interest Rate Cut
July 16, 2025
With that trade deal secured, Bank Indonesia cut its interest rate today by 25 basis points to 5.25%. The rate reduction had been expected in light of in-target Indonesian inflation and a stable rupiah. At 5.25%, the new rate level is its lowest since December 2022 and down from the 6.25% peak maintained from April […] More
Calm Markets in Face of Approaching Tariff Witching Hour
July 16, 2025
The dollar dipped 0.1% overnight against the yen, euro, sterling and Australian dollar but edged 0.1% versus the Swiss franc, kiwi and Turkish lira. The Canadian dollar is flat, while the Korean won lost 0.3%. 10-year sovereign debt yields slid a basis point in Germany, France and Italy, rose a basis point in Japan and […] More
