- Liquidity improves on stronger fiscal disbursement, but lending remains muted; banks expect funding costs to ease gradually.
- Despite improved liquidity, banks stay cautious, channeling funds to short-tenor instruments and SBN amid declining SRBI.
- Thailand-Cambodia tensions escalate but remain localized; Indonesia appears insulated, with limited risk of financial market spillover.
HIGHLIGHTS
- Liquidity Improves, But No Impact on Intermediary Yet
- Where The Liquidity Goes?
- Rising Geopolitics Tensions, Closer to Indonesia
- Capital Market – Lower Yield Triggered Profit Taking
- Fixed Income Flows
- SRBI Flow
- Upcoming SUN Auction
- SUN Auction Recap
This Week Key Focus
- United States GDP Growth QoQ – 2Q25 (Wednesday)
- United States Interest Rate – July 2025 (Thursday)
- United States PCE– June 2025 (Thursday)
- Japan Interest Rate - July 2025 (Thursday)
- United States unemployment rate – July 2025 (Friday)
- Indonesia Inflation and Trade Balance – July 2025 (Friday)
Last week Key Events
GLOBAL UPDATES
- The ECB held rates at 2% in July 2025
To see the full version of this weekly update, please click here
