- Inward-focused, deficit-funded policies may help the US maintain above-trend GDP growth in the coming year but could come at the expense of other economies, as geopolitical shifts and tariff threats heighten uncertainties.
- A muted commodity market rally and a sluggish domestic business sector may continue to dampen demand and economic sentiment. Combined with high interest rates, these factors are likely to constrain loan demand.
- While FDIs have insofar does little to improve Indonesia’s strategic positions in the global supply chain, securing a trade deal with the US may open opportunities in more promising sectors.
