• USD/IDR jumped higher in early dealings but stocks rally hold back gains
  
  
• Markets threatened by surprise BI rate cut and higher NDFs
  
  
• Rally in stocks and profit taking in NDFs capped IDR losses
  
  
• Pair last at 12790-12800, down from early spike to 12820 high
  
  
• 1month last at 12885-12915, down from 12930 early; JKSE +1.03%