Products

Weekly Market Overview draft and angles → · Transmission map →

Generic product types used to show implications until approved BCA product data is available. Not BCA products and not recommendations.

Product type	Helped when…	Recent reading	Impact
IDR government bond fund (long duration)	US 10-year yield falling · Rupiah stronger · US inflation cooling · Indonesia 10-year yield falling	US 10-year yield: little changed +9 bp Rupiah: little changed +2.01% US inflation: heating up Indonesia 10-year yield: little changed +6 bp	Potential headwind
IDR money market fund	little sensitivity to these factors	–	Limited impact
USD global equity fund	US stock trend rising · US 10-year yield falling · US dollar stronger	US stock trend: little changed +1.43% US 10-year yield: little changed +9 bp US dollar: little changed +1.53%	Limited impact
Indonesia equity fund	Rupiah stronger · Indonesia 10-year yield falling	Rupiah: little changed +2.01% Indonesia 10-year yield: little changed +6 bp	Limited impact
Gold-linked product	US real yields falling · US dollar weaker	US real yields: little changed +10 bp US dollar: little changed +1.53%	Limited impact

Recent reading = each factor over the last 30 days against its usual move (1× or more), or the latest CPI release. Impact rule (desk rules): every factor that moved went the helpful way → potential beneficiary; every one the other way → potential headwind; both → requires review; none moved → limited impact. Sign agreement only, no weights.