Cermati Invest Weekly Update 8 Juli 2024
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | 2.67% | 7,253.37 |
| LQ45 | 2.13% | 906.64 |
| IDX30 | 2.10% | 452.25 |
| FTSE Indonesia | 2.14% | 3,501.74 |
| MSCI Indonesia | 1.99% | 7,106.44 |
| USD/IDR | -0.71% | 16,253.50 |
Provided by Cermati Invest, last update 5 Juli 2024
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | 2.83% | 2,391.62 |
| Crude Oil WTI | 2.33% | 83.44 |
| Palm Oil c3 F | 3.22% | 4,042 |
| Natural Gas | -10.42% | 2.33 |
| Newcastle Coal | -1.84% | 131.00 |
| Nickel | 0.53% | 17,383 |
| Tin | 3.47% | 33,874 |
| Copper | 4.00% | 9,983 |
| Aluminium | 0.65% | 2,541 |
| US Soybeans | 3.02% | 1,167.75 |
| Silver | 6.65% | 31.53 |
Provided by Cermati Invest, last update 5 Juli 2024
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | 0.66% | 39,375.87 |
| S&P 500 | 1.95% | 5,567.19 |
| FTSE 100 | 0.49% | 8,203.93 |
| DAX | 1.24% | 18,461.29 |
| Nikkei 225 | 3.31% | 40,893.50 |
| Hang Seng | 0.60% | 17,825.08 |
| Shanghai | -0.59% | 2,949.93 |
| KOSPI | 2.30% | 2,862.29 |
Provided by Cermati Invest, last update 5 Juli 2024
Ulasan Pasar
IHSG & Saham Pekan Ini
IHSG, sudah 3 pekan rallies dari titik terendahnya 6698.848 (19 Juni 2024), ke posisi 7275.938 (5 Juli 2024), artinya IHSG sudah naik 577.0899 poin atau lebih dari 8.61% dalam 3 pekan, bahkan sudah aman berada di atas quarterly pivot yaitu 7105.776, tetapi karena IHSG berada di overbought area (jenuh beli), maka jika pekan ini terkoreksi, wajar saja.
Range IHSG sejak awal 2021 berada di antara 6639—6480 (Support) dan 7454.448 (Resistance).
Beberapa gap up yang terjadi dalam 3 pekan terakhir: 7196.754, 7125.142, 7063.577, 6967.95, 6905.642, 6882.704, 6819.32, dan 6726.918 suatu hari akan menjadi tujuan IHSG ketika koreksi/turun.
SAHAM, dari indeks konstituen terbaik yaitu indeks Pefindo Prime Bank, Bisnis27, Sri-Kehati, IDX30, MSCI Indonesia dengan fokus sektor Energy, Industry, Infrastructure.
Pergerakan Rupiah
Pekan lalu rupiah menguat signifikan, terutama pada Jumat pekan pertama, ketika data Non-Farm Payroll (NFP) Amerika rilis dengan penurunan angka. Pekan ini beberapa hal penting dari Amerika diumumkan menjelang rilis data inflasi Amerika yang konsesusnya diperkirakan mengalami peningkatan. Pekan ini kurs tengah rupiah berada di 16190 — 16360.
Emas
Pergerakan emas dunia pekan ini di area 2327 US dollar (Support) - 2430 US dollar (Resistance) per troy ounce. Sesungguhnya sejak April 2024, harga emas dunia masih berada di pola big sideways antara 2277.345 sebagai support kuat dan 2450.7 sebagai all time highnya. Kamis pekan ini rilis data inflasi Amerika.
Emas dalam rupiah, masih sama pergerakannya sejak April 2024, yaitu berkisar 1206400—1263000 rupiah per gram (kurs tengah).
Reksa Dana & Surat Berharga
Hampir 3 pekan, reksa dana saham ataupun yang berbasis indeks bergerak naik. Walau masih ada beberapa yang berada di area oversold, tetapi mayoritas reksa dana mulai berada di area jenuh beli (overbought), area di mana Anda jangan terlalu agresif membeli.
Biasanya bila reksa dana saham membaik, maka reksa dana campuran juga membaik. Yang berbeda adalah reksa dana pendapatan tetap, cenderung lebih stabil, tidak terlalu banyak naik NAB-nya. Beberapa pilihannya ada dalam lampiran tabel.
Bingung cari investasi Reksa Dana yang aman dan menguntungkan? Cermati Invest solusinya!
Ada Sentimen Positif yang Membangkitkan Pasar Investasi Indonesia, Simak Lengkapnya!
Pasar saham Indonesia akhirnya kembali bergairah, di mana bursa saham acuan Tanah Air tersebut berhasil membukukan penguatan selama empat hari pada pekan ini. Hanya pada perdagangan Selasa pekan lalu pasar saham Indonesia ditutup melemah. Indeks Harga Saham Gabungan (IHSG) kembali bergairah di tengah meningkatnya cadangan devisa (cadev) Indonesia pada Juni 2024. Bank Indonesia (BI) melaporkan cadangan devisa mengalami kenaikan sebesar US$ 1,2 miliar menjadi US$ 140,2 miliar pada periode Juni 2024. Asisten Gubernur BI, Erwin Haryono mengatakan kenaikan posisi cadangan devisa tersebut dipengaruhi oleh penerimaan pajak dan jasa serta penarikan pinjaman luar negeri pemerintah, di tengah kebutuhan stabilisasi nilai tukar rupiah sejalan dengan masih tingginya ketidakpastian pasar keuangan global. BI menilai cadangan devisa tersebut mampu mendukung ketahanan sektor eksternal serta menjaga stabilitas makroekonomi dan sistem keuangan. Hal ini tentu disambut positif oleh pelaku pasar mengingat dengan besarnya cadev, maka tekanan terhadap rupiah dapat diredam atau distabilisasi. Alhasil ketika rupiah kembali stabil, maka akan berdampak positif ke IHSG.
Dari sisi global, optimisme para pelaku pasar mengenai pemangkasan suku bunga di Amerika Serikat didorong dari data-data ekonomi. Data menunjukkan bahwa jumlah pekerja nonpertanian Amerika Serikat bertambah sebanyak 206.000 pekerjaan pada bulan Juni, sedikit lebih tinggi dari 190.000 pekerjaan baru yang diperkirakan oleh para ekonom yang disurvei oleh Reuters Laporan dan dirilis Departemen Tenaga Kerja AS yang menunjukkan pertumbuhan lapangan pekerjaan melambat pada Juni dan tingkat pengangguran meningkat ke level tertinggi dalam 2,5 tahun terakhir. Kondisi tersebut mendukung terjadinya pemangkasan suku bunga bank sentral Amerika atau Federal Reserve pada bulan September mendatang.
COMPOSITE INDEX compare to USDIDR & GOLD (Daily Performance) since 2024 (YtD)
Reksa Dana
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Flexi Plus | 1838.66 | 4.93% | 0.72% | 5.36% | 5.07% | 22.64% | 11.12% | 83.87% | 2 Mar 2011 | 43.85 B |
| Syailendra Balanced Opportunity Fund | 3263.62 | 3.27% | 1.59% | 5.61% | 5.69% | 4.54% | -4.11% | 226.36% | 22 Apr 2008 | 78.89 B |
| SAM Mutiara Nusantara Nusa Campuran | 1914.69 | 2.66% | -2.43% | 4.57% | 4.54% | 2.43% | 28.75% | 91.47% | 21 Dec 2017 | 29.85 B |
| Setiabudi Dana Campuran | 1412.49 | 2.12% | -0.48% | 4.06% | 4.34% | 5.50% | 41.49% | 41.25% | 25 Sep 2017 | 61.37 B |
| Danakita Investasi Fleksibel | 1444.61 | 1.68% | -1.14% | 0.05% | 0.24% | 2.23% | 12.06% | 44.46% | 8 Jun 2017 | 9.98 B |
| Batavia Dana Dinamis | 9132.07 | 1.40% | -3.10% | -3.07% | -2.75% | -2.46% | 13.90% | 813.21% | 3 Jun 2002 | 163.60 B |
| Sequis Balance Ultima | 1229.69 | 1.18% | -2.27% | -1.28% | -1.58% | 0.48% | 15.16% | 22.97% | 8 Sep 2016 | 100.05 B |
| TRIM Kombinasi 2 | 2585.21 | -0.09% | -3.97% | -3.50% | -2.63% | -1.26% | 7.39% | 158.52% | 10 Nov 2006 | 26.69 B |
| Trimegah Balanced Absolute Strategy Kelas A | 1672.28 | -0.18% | -4.28% | -3.50% | -2.69% | -1.06% | 8.18% | 67.23% | 28 Dec 2018 | 241.58 B |
Provided by Cermati Invest, last update 5 Juli 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PASAR UANG | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Insight Money Syariah | 1585.03 | 0.51% | 1.43% | 2.77% | 2.81% | 5.43% | 15.52% | 58.50% | 30 Sep 2015 | 104.60 B |
| Insight Retail Cash Fund | 1527.97 | 0.46% | 1.23% | 2.22% | 2.25% | 4.27% | 13.41% | 52.80% | 13 Apr 2018 | 3.63 B |
| Setiabudi Dana Pasar Uang | 1464.97 | 0.43% | 1.30% | 2.64% | 2.68% | 5.20% | 13.22% | 46.50% | 23 Dec 2016 | 790.50 B |
| Trimegah Kas Syariah | 1389.76 | 0.42% | 1.27% | 2.57% | 2.62% | 4.92% | 12.81% | 38.98% | 30 Dec 2016 | 771.99 B |
| BRI Seruni Pasar Uang III | 1710.25 | 0.42% | 1.27% | 2.54% | 2.58% | 4.66% | 11.53% | 71.03% | 16 Feb 2010 | 1.15 T |
| TRIM Kas 2 Kelas A | 1847.61 | 0.42% | 1.24% | 2.44% | 2.48% | 4.71% | 12.83% | 84.76% | 8 Apr 2008 | 3.34 T |
| HPAM Ultima Money Market | 1568.96 | 0.42% | 1.22% | 2.42% | 2.46% | 4.69% | 13.63% | 56.90% | 10 Jun 2015 | 878.57 B |
| BRI Seruni Pasar Uang Syariah | 1297.68 | 0.40% | 1.32% | 2.71% | 2.76% | 5.27% | 12.40% | 29.77% | 19 Jul 2018 | 81.02 B |
| Bahana Likuid Syariah Kelas G | 1174.66 | 0.40% | 1.27% | 2.61% | 2.65% | 4.79% | 11.33% | 17.47% | 12 Jul 2016 | 289.00 B |
| Cipta Dana Cash | 1663.37 | 0.39% | 1.31% | 2.69% | 2.73% | 5.22% | 14.18% | 66.34% | 8 Jun 2015 | 238.77 B |
| Syailendra Dana Kas | 1642.95 | 0.39% | 1.20% | 2.40% | 2.44% | 4.56% | 12.93% | 64.29% | 12 Jun 2015 | 2.94 T |
| Cipta Dana Kas Syariah | 1209.77 | 0.38% | 1.14% | 2.19% | 2.23% | 4.03% | 9.91% | 20.98% | 28 Jan 2019 | 10.13 B |
| Batavia Dana Kas Maxima | 1753.56 | 0.37% | 1.10% | 2.20% | 2.24% | 4.23% | 9.99% | 75.36% | 20 Feb 2007 | 11.86 T |
Provided by Cermati Invest, last update 5 Juli 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Insight Haji Syariah | 4862.21 | 0.57% | 1.62% | 3.18% | 3.23% | 6.14% | 22.00% | 386.22% | 13 Jan 2005 | 1.33 T |
| Insight Renewable Energy Fund | 2203.58 | 0.57% | 1.62% | 3.26% | 3.32% | 7.16% | 18.55% | 120.36% | 22 Jun 2011 | 364.28 B |
| SAM Sukuk Syariah Sejahtera - With Dividend | 2501.94 | 0.56% | 1.09% | 2.49% | 2.34% | 0.88% | 11.04% | 150.19% | 29 Oct 1997 | 45.80 B |
| HPAM Pendapatan Tetap Prima - With Dividend | 1096.74 | 0.54% | 1.61% | 3.26% | 4.51% | 6.70% | 11.30% | 9.67% | 29 Oct 2018 | 148.88 B |
| TRIM Dana Tetap 2 | 3105.43 | 0.44% | 1.15% | 2.40% | 2.44% | 4.64% | 14.64% | 210.54% | 13 May 2008 | 590.27 B |
| Trimegah Fixed Income Plan - With Dividend | 1180.26 | 0.43% | 0.93% | 2.18% | 2.22% | 4.15% | 17.74% | 18.03% | 23 May 2019 | 2.85 T |
| Bahana Obligasi Ganesha Kelas D - With Dividend | 990.33 | 0.19% | 0.46% | 0.78% | 0.79% | -0.81% | -0.02% | -0.97% | 13 May 2004 | 378.77 B |
| Eastspring Investments Yield Discovery Kelas A - With Dividend | 1643.12 | 0.17% | -0.09% | 1.05% | 0.79% | 1.84% | 6.02% | 64.31% | 29 May 2013 | 58.34 B |
| Danakita Obligasi Negara | 1087.68 | 0.07% | 0.04% | 1.16% | 0.93% | 1.58% | 8.14% | 8.77% | 26 Mar 2021 | 54.75 B |
| BRI Brawijaya Abadi Pendapatan Tetap | 1332.71 | -0.01% | -0.56% | 0.46% | 0.11% | -0.26% | 12.59% | 33.27% | 25 Feb 2019 | 7.84 B |
| Eastspring Investments IDR High Grade Kelas A - With Dividend | 1655.30 | -0.11% | 0.18% | 1.19% | 0.66% | 0.72% | 10.42% | 65.53% | 9 Jan 2013 | 71.04 B |
| Eastspring IDR Fixed Income Fund Kelas A | 1693.18 | -0.30% | -0.52% | 0.38% | 0.05% | 0.18% | 10.84% | 69.32% | 16 Mar 2015 | 150.97 B |
| Syailendra Fixed Income Fund Kelas A | 2514.79 | -0.33% | -0.70% | 0.17% | -0.01% | 0.81% | 11.55% | 151.48% | 8 Dec 2011 | 105.87 B |
Provided by Cermati Invest, last update 5 Juli 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| BRI MSCI Indonesia ESG Screened Kelas A | 1034.31 | 4.12% | -5.51% | -6.00% | -5.09% | -3.88% | - | 3.43% | 7 Sep 2022 | 71.84 B |
| UOBAM Indeks Bisnis-27 | 1371.22 | 3.90% | -5.58% | -5.29% | -4.83% | -4.10% | 30.33% | 37.12% | 15 Aug 2012 | 40.54 B |
| Insight Sri Kehati Likuid - I Sri Likuid | 1125.62 | 3.52% | -6.20% | -7.46% | -6.80% | -6.90% | 33.80% | 12.56% | 29 Mar 2018 | 12.33 B |
| BNI-AM Indeks IDX Growth30 Kelas R1 | 1136.66 | 3.35% | -6.30% | -4.88% | -4.09% | -0.69% | - | 13.67% | 27 Jan 2022 | 4.15 B |
| BNI-AM Indeks IDX30 - With Dividend | 835.51 | 3.16% | -5.69% | -6.69% | -6.09% | -5.51% | 9.29% | -16.45% | 28 Dec 2017 | 1.35 T |
| Syailendra Equity Opportunity Fund | 3992.32 | 3.15% | -3.87% | -3.42% | -2.78% | -2.51% | 3.05% | 299.23% | 7 Jun 2007 | 145.67 B |
| Principal Index IDX30 Kelas O | 1277.03 | 3.12% | -5.86% | -6.87% | -6.27% | -5.79% | 7.58% | 27.70% | 7 Dec 2012 | 61.79 B |
| Syailendra MSCI Indonesia Value Index Fund Kelas A | 1059.97 | 3.06% | -9.48% | -10.96% | -10.57% | -9.82% | 20.82% | 6% | 8 Jun 2018 | 751.53 B |
| Bahana Primavera Plus | 13077.17 | 3.05% | -2.84% | -0.61% | -0.30% | -1.44% | 7.44% | 1207.72% | 27 May 1997 | 59.14 B |
| Cipta Saham Unggulan | 2776.72 | 2.87% | -5.66% | -6.04% | -5.25% | -10.16% | 20.75% | 177.67% | 4 Dec 2018 | 44.71 B |
| Batavia Dana Saham | 62303.51 | 2.86% | -3.88% | -3.21% | -2.75% | -2.87% | 12.77% | 6130.35% | 16 Dec 1996 | 2.26 T |
| UOBAM Sustainable Equity Indonesia | 970.48 | 2.74% | -4.39% | -3.25% | -3.28% | -5.53% | - | -2.95% | 4 Aug 2021 | 119.52 B |
| Bahana Primavera 99 Kelas G | 1286.03 | 2.67% | -5.24% | -3.32% | -2.38% | -2.06% | 20.21% | 28.60% | 5 Sep 2014 | 22.66 B |
| BRI Mawar Konsumer 10 Kelas A | 1556.53 | 2.62% | -4.59% | -3.18% | -2.85% | -5.16% | 6.50% | 55.65% | 16 Feb 2011 | 231.20 B |
| Principal Indo Domestic Equity Fund | 771.90 | 2.62% | -5.60% | -2.73% | -2.25% | -5.61% | -1.49% | -22.81% | 11 Apr 2013 | 19.94 B |
| Cipta Sakura Equity | 1120.29 | 2.62% | -7.45% | -6.45% | -5.82% | -9.35% | 4.37% | 12.03% | 11 Dec 2014 | 24.60 B |
| Principal Total Return Equity Fund Kelas O | 3152.51 | 2.58% | -8.05% | -5.45% | -5.24% | -7.75% | -1.17% | 215.25% | 1 Jul 2005 | 28.00 B |
| Danakita Saham Prioritas | 1159.43 | 2.57% | -4.19% | -3.08% | -2.40% | -1.18% | 33.56% | 15.94% | 17 Oct 2018 | 9.97 B |
| TRIM Kapital Plus | 4232.66 | 2.29% | -4.43% | -4.55% | -4.01% | -1.75% | 18.53% | 323.27% | 18 Apr 2008 | 439.99 B |
| Batavia Dana Saham Optimal | 3087.62 | 2.02% | -5.08% | -5.17% | -4.97% | -5.66% | 11.53% | 208.76% | 19 Oct 2006 | 372.91 B |
| TRIM Kapital | 11317.74 | 1.88% | -5.46% | -6.36% | -5.99% | -6.49% | 14.61% | 1031.77% | 19 Mar 1997 | 451.02 B |
| Sequis Equity Maxima | 938.42 | 1.86% | -3.72% | -3.81% | -3.69% | -4.34% | 12.01% | -6.16% | 25 Aug 2016 | 257.79 B |
| Cipta Rencana Cerdas | 16686.06 | 1.78% | -6.82% | -6.80% | -6.23% | -9.33% | 15.46% | 1568.61% | 9 Jul 1999 | 74.64 B |
| HPAM Ekuitas Syariah Berkah | 1931.82 | 1.74% | 6.87% | 16.37% | 17.52% | 46.82% | 102.12% | 93.18% | 20 Jan 2020 | 1.54 T |
| Principal Islamic Equity Growth Syariah | 1136.10 | 1.48% | -4.46% | -3.44% | -3.70% | -6.98% | -1.72% | 13.61% | 10 Sep 2007 | 70.88 B |
| HPAM Ultima Ekuitas 1 | 2845.55 | 1.46% | -3.65% | 4.16% | 4.06% | 18.84% | 20.08% | 184.56% | 2 Nov 2009 | 261.93 B |
| Cipta Saham Unggulan Syariah | 2076.45 | 0.28% | -7.61% | -11.42% | -11.32% | -20.70% | 5.44% | 107.65% | 5 Sep 2018 | 17.34 B |
Provided by Cermati Invest, last update 5 Juli 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Batavia Global ESG Sharia Equity USD | 1.1615 | 1.81% | -0.09% | 4.67% | 4.06% | 7.50% | 8.66% | 16.15% | 27 Jan 2021 | 18.29 M |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 1.0209 | 4.44% | 4.60% | 9.35% | 7.34% | 5.21% | -27.55% | 2.09% | 28 Oct 2016 | 3.90 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.6250 | 2.21% | 2.90% | 5.95% | 3.24% | -4.65% | -48.67% | -37.50% | 15 Jun 2020 | 5.69 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.9504 | -0.04% | -0.10% | 0.25% | -0.52% | 3.21% | -5.05% | -4.96% | 8 Mar 2021 | 1.16 M |
| Batavia USD Bond Fund | 1.0305 | -0.18% | -0.06% | -0.33% | -0.87% | 0.57% | - | 3.05% | 18 Oct 2022 | 18.49 M |
Provided by Cermati Invest, last update 5 Juli 2024
Surat Utang/Obligasi
| NAMA OBLIGASI | ISIN | MATA UANG | KUPON | TANGGAL JATUH TEMPO | INDIKASI HARGA BELI | INDIKASI HARGA JUAL | INDIKASI YIELD | RATING |
|---|---|---|---|---|---|---|---|---|
| FR0087 | IDG000015207 | IDR | 6.50% | 15-Feb-31 | 98 | 97 | 6.88% | BBB |
| FR0097 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 100.8 | 99.8 | 7.05% | BBB |
| INKP03ACN4 | IDA0001298A1 | IDR | 10.50% | 27-Jan-26 | 101.5 | 100.5 | 9.46% | idA+ |
| LPPI02BCN1 | IDA0001331B8 | IDR | 11.00% | 4-Jul-28 | 101.7 | 100.7 | 10.47% | idA |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 98.9 | 97.9 | 6.85% | BBB |
Provided by Cermati Invest, last update 5 Juli 2024
Event Calendar
| Monday, 08 July 2024 | Previous | Consensus | Forecast | ||
| 6:50 AM | JP | Current Account MAY | ¥2051B | ¥2450B | ¥2100.0B |
| 1:00 PM | DE | Balance of Trade MAY | €22.1B | €20.3B | €22.5B |
| 1:00 PM | DE | Exports MoM MAY | 1.60% | ||
| Tuesday, 09 July 2024 | Previous | Consensus | Forecast | ||
| 6:01 AM | GB | BRC Retail Sales Monitor YoY JUN | 0.40% | 0.70% | |
| 8:15 PM | US | Fed Barr Speech | |||
| 10:00 PM | US | Fed Chair Powell Testimony | |||
| Wednesday, 10 July 2024 | Previous | Consensus | Forecast | ||
| 12:30 AM | US | Fed Bowman Speech | |||
| 3:30 AM | US | API Crude Oil Stock Change JUL/05 | -9.163M | ||
| 8:30 AM | CN | Inflation Rate YoY JUN | 0.30% | 0.40% | 0.30% |
| 8:30 AM | CN | Inflation Rate MoM JUN | -0.10% | - | -0.10% |
| 8:30 AM | CN | PPI YoY JUN | -1.40% | -0.80% | -1.00% |
| 8:30 PM | GB | BoE Pill Speech | |||
| 9:00 PM | US | Fed Chair Powell Speech | |||
| 9:30 PM | US | EIA Crude Oil Stocks Change JUL/05 | -12.157M | ||
| 9:30 PM | US | EIA Gasoline Stocks Change JUL/05 | -2.214M | ||
| Thursday, 11 July 2024 | Previous | Consensus | Forecast | ||
| 12:00 AM | US | 10-Year Note Auction | 4.44% | ||
| 1:30 AM | US | Fed Goolsbee Speech | |||
| 6:50 AM | JP | Machinery Orders MoM MAY | -2.90% | 1.00% | 1.50% |
| 6:50 AM | JP | Machinery Orders YoY MAY | 0.70% | 0.30% | |
| 1:00 PM | DE | Inflation Rate MoM Final JUN | 0.10% | 0.10% | 0.10% |
| 1:00 PM | DE | Inflation Rate YoY Final JUN | 2.40% | 2.20% | 2.20% |
| 1:00 PM | GB | GDP MoM MAY | - | 0.20% | 0.10% |
| 1:00 PM | GB | GDP 3-Month Avg MAY | 0.70% | 0.70% | |
| 1:00 PM | GB | Goods Trade Balance MAY | £-19.61B | £-16.1B | £-16.0B |
| 1:00 PM | GB | Goods Trade Balance Non-EU MAY | £-7.29B | £-5.1B | |
| 1:00 PM | GB | Industrial Production MoM MAY | -0.90% | 0.30% | 0.50% |
| 1:00 PM | GB | Manufacturing Production MoM MAY | -1.40% | 0.30% | 1.10% |
| 7:30 PM | US | Core Inflation Rate MoM JUN | 0.20% | 0.20% | 0.20% |
| 7:30 PM | US | Core Inflation Rate YoY JUN | 3.40% | 3.40% | 3.40% |
| 7:30 PM | US | Inflation Rate MoM JUN | - | 0.10% | 0.10% |
| 7:30 PM | US | Inflation Rate YoY JUN | 3.30% | 3.10% | 3.10% |
| 7:30 PM | US | CPI JUN | 314.07 | 314.3 | |
| 7:30 PM | US | CPI s.a JUN | 313.225 | 313.3 | |
| 7:30 PM | US | Initial Jobless Claims JUL/06 | 238K | 239K | 240.0K |
| 10:30 PM | US | Fed Bostic Speech | |||
| CN | New Yuan Loans JUN | CNY950B | CNY2200B | CNY2300.0B | |
| Friday, 12 July 2024 | Previous | Consensus | Forecast | ||
| 12:00 AM | US | 30-Year Bond Auction | 4.40% | ||
| 1:00 AM | US | Monthly Budget Statement JUN | $-347B | $-310.0B | |
| 10:00 AM | CN | Balance of Trade JUN | $82.62B | $85.2B | $ 85B |
| 10:00 AM | CN | Exports YoY JUN | 7.60% | 8.00% | 8.00% |
| 10:00 AM | CN | Imports YoY JUN | 1.80% | 2.90% | 3.00% |
| 1:00 PM | DE | Wholesale Prices MoM JUN | 0.10% | 0.20% | 0.10% |
| 1:00 PM | DE | Wholesale Prices YoY JUN | -0.70% | 1.40% | |
| 7:00 PM | IN | Industrial Production YoY MAY | 5.00% | 4.80% | |
| 7:00 PM | IN | Inflation Rate YoY JUN | 4.75% | 4.70% | |
| 7:00 PM | IN | Manufacturing Production YoY MAY | 3.90% | 3.80% | |
| 7:30 PM | US | PPI MoM JUN | -0.20% | 0.10% | 0.20% |
| 7:30 PM | US | Core PPI MoM JUN | - | 0.20% | 0.20% |
| 9:00 PM | US | Michigan Consumer Sentiment Prel JUL | 68.20 | 68.50 | 68.60 |
Source: BI, CNBC Indonesia, Bloomberg, Investing, Trading Economics, KSEI, Cermati, Artha Investa Teknologi (AIT)
Disclaimer:
Dokumen ini dibuat hanya untuk memberikan informasi. Isi dokumen ini tidak boleh ditafsirkan sebagai suatu bentuk penawaran untuk membeli/menjual/dijadikan dasar dari atau yang dapat dijadikan pedoman sehubungan dengan suatu perjanjian atau komitmen apa pun atau suatu nasehat investasi.
Baca Juga Cermati Invest Weekly Update Sebelumnya:
- Cermati Invest Weekly Update 1 Juli 2024
- Cermati Invest Weekly Update 24 Juni 2024
- Cermati Invest Weekly Update 19 Juni 2024
- Cermati Invest Weekly Update 10 Juni 2024
