{"id":6514,"date":"2026-02-04T02:59:19","date_gmt":"2026-02-04T02:59:19","guid":{"rendered":"https:\/\/himdasun.or.id\/?p=6514"},"modified":"2026-02-04T02:59:20","modified_gmt":"2026-02-04T02:59:20","slug":"bahana-fixed-income-news-highlights-15","status":"publish","type":"post","link":"https:\/\/himdasun.or.id\/en\/2026\/02\/04\/bahana-fixed-income-news-highlights-15\/","title":{"rendered":"Bahana Fixed Income News Highlights"},"content":{"rendered":"<p>English<\/p>\n\n\n\n<p>US-India Trade Deal: US President Donald Trump has announced a trade deal with Indian Prime Minister Narendra Modi to slash US tariffs on India&#8217;s goods to 18% from 50%. India agreed to stop buying Russian oil and to buy much more oil from the US. Additionally, India committed to buying more than USD500bn worth of American goods including energy, technology, agriculture and coal products. (Reuters)<\/p>\n\n\n\n<p>Indonesia Tourist Arrivals: Foreign tourist arrivals to Indonesia rose 14.43% YoY to 1.4 million in December 2025, higher than 9.79% YoY in November 2025. For 2025, total foreign tourist arrivals rose 10.8% YoY to 15.4 million, the highest level in six years. For 2026, the government aims to target between 16.0-17.5 million tourist arrivals. (CNBC)<\/p>\n\n\n\n<p>Gold Prices: Global gold price rebounded sharply to around USD5,000\/oz after several days of sell-off, driven by the uncertainty of the US partial government shutdown. The gold price uptrend remained intact in the long-run on central bank buying, ETF inflows, and expected Fed rate cuts. (CNBC)<\/p>\n\n\n\n<p>Geopolitical Tension Development: The focus was on possible nuclear negotiations between the US and Iran. President Donald Trump stated talks could start soon and US military forces are moving farther away from Iran, reducing fears of conflict in the Middle East. Meanwhile, Ukraine is preparing for renewed peace negotiations after fresh Russian strikes. (Reuters)<\/p>\n\n\n\n<p>Australia Interest Rate: The Reserve Bank of Australia (RBA) hiked its interest rate by 25 bps to the 3.85% level at its monetary meeting, in line with consensus expectations. The decision marked the first-rate hike since November 2023, underscoring renewed inflationary pressures that intensified in 2H25 amid elevated service expenses and a tight labor market. Australia&#8217;s headline inflation recorded at 3.8% YoY in December 2025, above the RBA&#8217;s 2%-3% YoY target. (CNBC)<\/p>\n\n\n\n<p>Bahasa<\/p>\n\n\n\n<p>Kesepakatan Perdagangan AS-India: Presiden AS Donald Trump mengumumkan kesepakatan perdagangan dengan Perdana Menteri India Narendra Modi untuk memangkas tarif AS atas produk India menjadi 18% dari 50%. India setuju untuk berhenti membeli minyak Rusia dan membeli lebih banyak minyak dari AS. Selain itu, India berkomitmen untuk membeli produk AS senilai lebih dari USD 500 miliar, termasuk produk energi, teknologi, pertanian, dan batu bara. (Reuters)<\/p>\n\n\n\n<p>Kedatangan Turis Indonesia: Kedatangan turis asing ke Indonesia tumbuh sebesar 14,43% YoY menjadi 1,4 juta pada Desember 2025, lebih tinggi dari 9,79% YoY pada November 2025. Untuk tahun 2025, total kedatangan turis asing meningkat sebesar 10,8% YoY menjadi 15,4 juta, level tertingginya dalam enam tahun terakhir. Untuk tahun 2026, pemerintah menargetkan kedatangan turis sekitar 16,0-17,5 juta. (CNBC)<\/p>\n\n\n\n<p>Harga Emas: Harga emas global rebound secara signifikan ke sekitar level USD5.000\/ons setelah beberapa hari mengalami penurunan, ditopang oleh ketidakpastian terkait shutdown sebagian pemerintah AS. Tren kenaikan harga emas masih berlanjut dalam jangka panjang seiring pembelian bank sentral, arus masuk ETF, dan ekspektasi penurunan suku bunga Fed. (CNBC)<\/p>\n\n\n\n<p>Perkembangan Tensi Geopolitik: Fokusnya adalah pada kemungkinan negosiasi nuklir antara AS dan Iran. Presiden Donald Trump menyatakan pembicaraan dapat segera dimulai dan pasukan militer AS akan menjauh dari Iran, sehingga menurunkan kekhawatiran akan konflik di kawasan Timur Tengah. Sementara itu, Ukraina bersiap untuk memulai kembali negosiasi perdamaian setelah serangan terbaru dari Rusia. (Reuters)<\/p>\n\n\n\n<p>Suku Bunga Australia: The Reserve Bank of Australia (RBA) menaikkan suku bunganya sebesar 25 bp ke level 3,85% pada pertemuan kebijakan moneternya, sejalan dengan ekspektasi konsensus. Keputusan ini merupakan kenaikan suku bunga pertama kalinya sejak November 2023, menggarisbawahi tekanan inflasi yang kembali meningkat pada 2H25 di tengah tingginya inflasi sektor jasa dan pasar tenaga kerja yang ketat. Inflasi headline Australia tercatat sebesar 3,8% YoY pada Desember 2025, di atas target RBA sebesar 2%-3% YoY. (CNBC)<\/p>","protected":false},"excerpt":{"rendered":"<p>English US-India Trade Deal: US President Donald Trump has announced a trade deal with Indian Prime Minister Narendra Modi to [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[7],"tags":[],"class_list":["post-6514","post","type-post","status-publish","format-standard","hentry","category-market-research"],"_links":{"self":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/6514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/comments?post=6514"}],"version-history":[{"count":1,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/6514\/revisions"}],"predecessor-version":[{"id":6515,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/6514\/revisions\/6515"}],"wp:attachment":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/media?parent=6514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/categories?post=6514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/tags?post=6514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}