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Bank Danamon chief economist Irman Faiz said escalating Middle East tensions were a bigger driver of rupiah weakness than the pending MSCI review of Indonesia’s market status. He said geopolitical risk can lift oil prices and inflation, support higher-for-longer interest rates and strengthen the dollar, while MSCI’s final decision is not due until June 2027.
Higher oil prices and a stronger dollar can pressure Indonesia’s currency and raise the local cost of imported feed and other commodities. The article describes a broad risk channel rather than a direct change in feed supply or demand.
macroherald.comÖzge AdıgüzelNov 7, 2026After 656 past bullish geopolitics events, Crude Oil (Brent) moved a median +1.9% over 5 sessions (63% higher; middle half -2.7% to +6.6%), and +0.7% over 20.
After 626 past bullish geopolitics events, Crude Oil (WTI) moved a median +2.1% over 5 sessions (62% higher; middle half -2.3% to +8.5%), and +1.6% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
