The Rupiah Is Telling You What the Dollar Does Next #inflationhedge #inflationstrategies #politics

Ajouté : 2026-05-27

[00:00:10]That's what Indonesia's [music] president said as the rupiah hit a record low. 17,600 [music] per dollar. 5.4% gone this year. Second worst [music] currency in Asia.

[00:00:24]Three forces hitting at once. A war driving capital into the dollar, a new [music] Fed chair tightening the squeeze, and Indonesia's own reserves falling for four straight months.

[00:00:34][music] BI used every tool it has. The rupiah still crossed 17,600.

[00:00:41]The president's response? [music] He criticized his own central bank governor, then said, "Don't worry about the [music] rupiah as long as the finance minister is smiling."

[00:00:50]The rate spread between Indonesia and the US, 100 basis points. [music] That's the cushion that keeps foreign capital in Jakarta bonds. The new Fed chair wants regime change. If that spread narrows, the money leaves.

[00:01:05]Analysts say 18,000 [music] is next. Some see a path to 22,000.

[00:01:11]Indonesia imports oil. Every 1% the rupiah falls, energy costs rise. That widens the deficit, which weakens the rupiah further.

[00:01:21]Seven new measures. A bond fund, [music] dollar caps, export repatriation. Still 17,600.

[00:01:29][music] Villagers don't use dollars. No, but they use everything dollars buy.

[00:01:36]>> [music]