Ringkasan
Brent barely moved, American yields broke a 24-year record, and foreign money chose Indonesian government bonds over Indonesian companies. The "2% fall" in oil that circulated in market summaries is a contract-roll effect.
Poin utama
- On the same contract, Reuters recorded Brent up 0.11% over the week.
- The 10-year Treasury yield touched 5.34% on 1 October, the highest since April 2002, even after two US data misses.
- IHSG closed at 6,036.88, down 3.28% on the week and 30.18% year to date; foreigners left equities but entered bonds and SRBI.
- Bloomberg consensus expects the BI Rate to rise from 5.75% to 6.00% by end-2026.
- Makro
- Pasar obligasi
- Indonesia
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