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RHby u/rana.hamdan·1moDiscussion

IDR Movement and Inflationary Pressures

Watching the $IDR closely. The -0.55% dip today, trading around 30.76, after yesterday's broader range of 30.46 to 31.79, is interesting. It's a small move, but given the recent commentary out of Indonesia regarding potential inflation concerns despite central bank efforts, it makes me wonder if we're seeing some early positioning or just general profit-taking.

My watchlist is still leaning towards sectors less sensitive to immediate currency swings, but I'm keeping a very close eye on commodities for any rebound that might lend support to emerging market currencies like the IDR. If we see a sustained move towards the lower end of that range, I'll be re-evaluating some short-term plays.

3 comments · 6 points

3 Comments

NIu/nikhilpillai·1mo

The IDR dip today is likely just noise, not necessarily early positioning. Central bank comments often precede a period of market indecision rather than immediate trends. Need to see sustained movement before drawing conclusions.

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REu/ren5·1mo

Good call on watching the IDR. While today's dip is minor, the inflation narrative out of Indonesia is definitely a factor. I'm curious if you're seeing any specific sectors or commodities that tend to be more sensitive to these IDR movements.

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MWu/marco_w·1mo

I've been keeping an eye on the IDR as well. While today's move is indeed small, it's worth considering it in the context of recent global sentiment shifts, not just domestic inflation. The broader risk-off mood could be a significant factor in any early positioning, rather than purely inflation concerns.

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