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Indonesian Senate Speaker: Indonesian Vice President Gibran has submitted his resignation to the Senate.

2026-11-12

Indonesian Senate Speaker: Indonesian Vice President Gibran has submitted his resignation to the Senate.

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2026-11-11

1. Goldman Sachs – Increased forecast for rate hikes, delayed rate cuts: Retained its forecast of a 25bp rate hike in December, added a 25bp rate hike in March 2027; the first rate cut was postponed from September 2027 to December. 2. Deutsche Bank

1. Goldman Sachs – Increased forecast for rate hikes, delayed rate cuts: Retained its forecast of a 25bp rate hike in December, added a 25bp rate hike in March 2027; the first rate cut was postponed from September 2027 to December. 2. Deutsche Bank – Added a January rate hike: Originally expected to raise rates in December and March 2027, a 25bp rate hike in January has been added, forming a path of three consecutive 25bp hikes each. A 50bp rate hike in December cannot be ruled out, but it is not the baseline forecast. 3. Bank of America – Baseline unchanged, accelerated risk increase: Still expects a 25bp rate hike in December, but believes the 50bp option has been opened, and the risk of subsequent rate hikes being brought forward from March next year to January has increased; did not explicitly announce a change in the complete baseline path. 4. ING – Maintained the 25bp rate hike forecast for December, expected no further rate hikes in 2027: CPI strengthens the case for a December rate hike, but expects cooling energy and housing costs and weak wage growth to alleviate inflation; did not follow Goldman Sachs and Deutsche Bank in adding a rate hike forecast for next year. 5. Royal Bank of Canada (RBC) – Reiterates its judgment of another rate hike: It believes that the data has largely confirmed its original expectation of a rate hike, but questions whether the rate hike can effectively address supply-driven inflation; the commentary did not provide any new rate hike range, number of hikes, or end point.
2026-11-12

Foxconn: We expect AI server revenue to grow sequentially in the fourth quarter.

Foxconn: We expect AI server revenue to grow sequentially in the fourth quarter.
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