# BCA - TFP W26 2025: Back in sync, but remains apart

> A BCA research note says US financial markets have not reacted strongly to the Iran nuclear crisis despite higher oil prices. It notes the dollar index is moving in step with US Treasury yields again, which may pressure the rupiah.

- Date: 2025-06-23 · published 2025-06-23T12:00:00.000Z
- Category: macro · region Indonesia · magnitude low
- Page: https://feedsoft.ai/events/24521-bca-tfp-w26-2025-back-in-sync-but-remains-apart
- Commodities: [Indonesian Rupiah (IDR per USD)](https://feedsoft.ai/c/USDIDR.md)

## Why it matters

A firmer dollar and higher US yields tighten financing conditions for emerging-market importers, including Indonesian feed buyers. The note gives no direct grain or oilseed price signal.

## Sources

- bca.co.id: https://www.bca.co.id/en/tentang-bca/media-riset/news-and-features/berita-bca/2025/06/24/01/54/tfp-w26-2025-back-in-sync-but-remains-apart

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.