The fed will cut in the next month, which is bullish for most assets. And this year will cut 50 - 75bps.

The emerging market inflows will follow if US ISM PMI >50. I think this month should be at least 50.

While we are running, expect some volatility in September.

Macro view lengkap: [%grho%]

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The fed will cut in the next month, which is bullish for most assets. And this year will cut 50 - 75bps.

The emerging market inflows will follow if US ISM PMI >50. I think this month should be at least 50.

While we are running, expect some volatility in September.

Macro view lengkap: https://lynk.id/goinvest

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