Daily Economic Research

KBVS ECONOMIC RESEARCH
Thursday, 05 February 2026

Macro Highlight :
Global financial markets remain overshadowed by escalating geopolitical risks in the Middle East, particularly tensions between the U.S. and Iran. Looking ahead, developments in geopolitical conditions, the release of key U.S. labor market data (initial jobless claims and JOLTS job openings), as well as the Bank of England’s policy decision, are expected to serve as key drivers of global financial market movements today.

The fixed income market continued to extend its positive momentum, with the ICBI rising by +0.15 points and the ISIX increasing by +0.10 points in the previous trading session. Looking ahead, global developments and ongoing initiatives by the Indonesia Stock Exchange (IDX) to enhance market investability are expected to remain key drivers of domestic market movements.

We anticipate a decrease in the 10Y SUN yield today (5 Feb ‘26), projecting it to range between 6.17% and 6.37%.

 

Regards,    
KBVS Research Team

 

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