Cermati Invest Weekly Update 24 Februari 2025
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | 2.48% | 6,803.00 |
| ISSI | 3.90% | 212.11 |
| IDX30 | 0.30% | 401.97 |
| FTSE Indonesia | 0.46% | 3,010.89 |
| MSCI Indonesia | 0.67% | 6,274.44 |
| USD/IDR | 0.28% | 16,300.00 |
Provided by Cermati Invest, last update 21 Februari 2025
IHSG & Saham Pekan Ini
IHSG (Indeks Harga Saham Gabungan), naik 0.22% menjadi 6803 pada penutupan perdagangan Jumat (21/2/2025).
Pekan lalu IHSG berhasil naik dan menutup semua resistance gap-nya sampai 6875.536 bahkan naik sampai 6908.7, tetapi belum mampu mencapai resistance gap 7324.78, sedangkan support gap masih ada 6647.41, 6641.24, 6531.99, jadi wajar bila masih akan terkoreksi, turun.
Year to date, IHSG dan semua indeks konstituen berada di area negatif, tetapi di antara yang negatif tersebut, Indeks Saham Syariah Indonesia (ISSI) dan Jakarta Islamic Index 70 (JII70) lebih perform dari IHSG dan berada di posisi teratas.
Dari sisi sektoral juga sama, mayoritas di area negatif, hanya sektor Teknologi yang positif dan terlihat paling bagus performanya sejak akhir kuartal 3 tahun lalu dan sepertinya akan berlanjut lebih tinggi lagi tahun 2025 ini. Sektor teknologi memimpin dengan kenaikan hingga 6.51%. Sektor teknologi ini meliputi bisnis unit: Perangkat Lunak dan Layanan Teknologi Informasi, Cloud Computing & AI, e-Commerce dan Marketplace, Telekomunikasi dan Jaringan, Fintech.
Dari sisi status papan perdagangan, Papan Utama (berisi saham dengan kinerja keuangan yang baik), Papan Pengembangan (berisi saham yang masih dapat meningkat nilainya seiring berjalannya waktu), Papan Pemantauan Khusus (berisi saham dengan likuiditas rendah, ekuitas negatif, dituntut pailit, dan tidak memenuhi persyaratan bursa), Papan Akselerasi (berisi saham masih berskala kecil atau menengah, yang bahkan belum memenuhi persyaratan untuk menuju papan ‘Pengembangan’), Papan Ekonomi Baru (berisi saham-saham yang sudah setara dengan ‘Utama’ dengan karakteristik khusus yang telah ditentukan oleh bursa).
Saham, pilihan stock’s universe untuk investasi tahun 2025: GOTO, BUKA, DCII, MTDL, LPPF, WIRG, AKRA, DOOH, STAA, DMMX, TOBA, GJTL, SCMA, MAPA, NAYZ, DATA, WIFI, TBIG, BUKA, ELPI, MAPI, BBSS, BIKE, BRIS, KING, MDKA, NICL, PSAB, PGJO, PANI, SAME, CNKO.
Pergerakan Rupiah
Pekan terakhir Feb 2025 ini, 1 dolar Amerika akan berkisar di antara Rp16.169— Rp16.470. Pekan depan sudah memasuki awal bulan Ramadan, biasanya rupiah melemah.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | 1.83% | 2,936.03 |
| Crude Oil WTI | -0.69% | 70.22 |
| Palm Oil c3 F | 1.57% | 4,664.00 |
| Natural Gas | 13.66% | 4.23 |
| Newcastle Coal | -0.73% | 102.00 |
| Nickel | 0.04% | 15,493.63 |
| Tin | 3.11% | 33,677.00 |
| Copper | 0.86% | 9,555.40 |
| Aluminium | 1.37% | 2,675.10 |
| US Soybeans | 0.34% | 1,039.50 |
| Silver | 0.48% | 33.01 |
Provided by Cermati Invest, last update 21 Februari 2025
Emas
Target resisten US$2,946.719 tercapai, harga emas dunia memang naik terus dan selalu mampu mencetak all time high. Secara year to date 2025 ini sudah naik (+)12.08%. Target selanjutnya naik menuju US$3,043. untuk support ada di US$2,912.
Harga emas digital pekan lalu sideways, konsolidasi di sekitar Rp1.500.000—Rp1.550.000. Pekan ini kisarannya 1.520.000—Rp.1.600.000. Secara year to date harga emas sudah naik (+)13.56%.
Berbeda dengan emas fisik yang dapat langsung dipegang tangan, emas digital adalah harga emas murni yang bergerak setiap waktu, tergantung pada naik atau turunnya harga emas dunia dan nilai tukar US dolar terhadap rupiah. Jadi, dengan membeli atau memiliki rekening emas digital, berarti kamu membeli harga emasnya, tanpa perlu membayar komisi atau ongkos cetak fisiknya. Emas digital dapat dikonversi menjadi emas fisik dengan menambah biaya cetak.
Harga emas fisik biasanya lebih tinggi Rp60.000—Rp100.000 per gramnya dari harga emas digital, karena ada ongkos cetak fisik dan sertifikasi logam mulia atau emas murni 99.99%.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | -2.51% | 43,428.02 |
| S&P 500 | -1.66% | 6,013.13 |
| FTSE 100 | -0.84% | 8,659.37 |
| DAX | -1.00% | 22,287.56 |
| Nikkei 225 | -0.81% | 38,784.00 |
| Hang Seng | 3.79% | 23,477.92 |
| CSI 300 | 1.00% | 3,978.44 |
| KOSPI | 2.45% | 2,654.58 |
Provided by Cermati Invest, last update 21 Februari 2025
Reksa Dana & Surat Berharga
Reksa dana, reksa dana jenis pendapatan tetap sejak awal 2025 mulai membaik, stabil naik dan mulai memperlihatkan performanya yang tidak kalah dari reksa dana jenis pasar uang, cocok untuk memulai investasimu karena masih kuartal 1. Untuk reksa dana campuran dan saham, belum ada yang menarik, karena rata-rata memiliki saham perbankan dalam asset portfolionya, sedangkan beberapa kuartal terakhir justru saham sektor perbankan kurang diminati investor asing dan tentunya institusi besar.
Reksa dana saham ataupun campuran yang berbasis syariah dan teknologi sepertinya lebih menarik untuk saat ini. Reksa dana saham yang memiliki kriteria tersebut, biasanya ada di jenis reksa dana dengan dominasi mata uang dolar (USD).
Surat berharga, dapat cermati beberapa obligasi yang kami pilihkan dalam tabel.
Danantara Diresmikan, Bagaimana Reaksi Pasar Investasi?
Pasar keuangan Indonesia mayoritas mengakhiri perdagangan di zona hijau pada akhir perdagangan pekan lalu. Indeks Harga Saham Gabungan (IHSG) dan nilai tukar rupiah akhirnya menguat. Pada pekan lalu, Rapat Dewan Gubernur (RDG) Bank Indonesia pada 18-19 Februari 2025 memutuskan untuk mempertahankan BI-Rate sebesar 5.75%. Keputusan ini konsisten dengan upaya menjaga prakiraan inflasi 2025 dan 2026 tetap terkendali dalam sasaran 2,5±1%, stabilisasi nilai tukar rupiah sesuai dengan fundamental di tengah ketidakpastian global yang masih tinggi, dan turut mendorong pertumbuhan ekonomi. Sementara itu, kebijakan makroprudensial dan sistem pembayaran terus diarahkan untuk mendukung pertumbuhan ekonomi yang berkelanjutan. Kebijakan Insentif Likuiditas Makroprudensial (KLM) ditingkatkan untuk lebih mendorong kredit/pembiayaan perbankan kepada sektor-sektor prioritas pertumbuhan dan penciptaan lapangan kerja sejalan dengan program Asta Cita Pemerintah. Pada pekan ini, Presiden RI, Prabowo Subianto dijadwalkan akan meresmikan Daya Anagata Nusantara (Danantara) pada hari ini Senin (24/2/2025). Menurut Prabowo, Danantara akan menjadi pendorong perekonomian Indonesia lebih cepat dari sebelumnya. Termasuk untuk mengejar target pertumbuhan ekonomi 8%. Hasil awal evaluasi awal menunjukkan nilai dana yang akan dikelola atau Assets Under Management (AUM) oleh Danantara hampir sebesar US$980 miliar atau Rp15.974 triliun (kurs Rp16.300).
Sedangkan dari global, pada Kamis (27/02/2025), Amerika Serikat (AS) akan merilis estimasi kedua pertumbuhan ekonomi kuartal 4 2024, di mana sebelumnya PDB AS tumbuh 3.1%. Jika angka terbaru lebih rendah, ekspektasi pemangkasan suku bunga The Fed bisa semakin meningkat. Dengan berbagai rilis data ekonomi penting, pekan ini akan menjadi periode yang menentukan bagi pasar keuangan global dan domestik.
COMPOSITE INDEX compare to USDIDR & GOLD since 2025 (YtD)
Reksa Dana
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PASAR UANG | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| SAM Dana Kas | 1438.651 | 0.57% | 1.13% | 2.06% | 0.89% | 4.18% | 11.75% | 43.87% | 10 Feb 2017 | 20.82 B |
| Principal Cash Fund Syariah 2 | 1136.15 | 0.55% | 1.28% | 2.46% | 0.94% | 4.78% | 10.92% | 13.62% | 1 Dec 2020 | 12.41 B |
| Cipta Dana Cash | 1723.24 | 0.54% | 1.53% | 2.89% | 0.92% | 5.61% | 15.15% | 72.32% | 8 Jun 2015 | 235.05 B |
| BRI Seruni Pasar Uang Syariah | 1341.0408 | 0.48% | 1.25% | 2.64% | 0.85% | 5.41% | 13.44% | 34.10% | 19 Jul 2018 | 457.17 B |
| Principal Cash Fund | 1868.46 | 0.48% | 1.13% | 2.30% | 0.77% | 4.50% | 11.18% | 86.85% | 23 Dec 2011 | 102.06 B |
| Setiabudi Dana Pasar Uang | 1516.2115 | 0.47% | 1.39% | 2.79% | 0.76% | 5.51% | 14.53% | 51.62% | 23 Dec 2016 | 677.01 B |
| TRIM Kas 2 Kelas A | 1911.1195 | 0.47% | 1.38% | 2.74% | 0.76% | 5.32% | 14.00% | 91.11% | 8 Apr 2008 | 3.94 T |
| BRI Seruni Pasar Uang III | 1771.1261 | 0.46% | 1.35% | 2.79% | 0.76% | 5.51% | 13.06% | 77.11% | 16 Feb 2010 | 1.96 T |
| Insight Money Syariah | 1644.5568 | 0.46% | 1.44% | 2.93% | 0.74% | 5.90% | 16.37% | 64.46% | 30 Sep 2015 | 191.61 B |
| Bahana Likuid Syariah Kelas G | 1213.64 | 0.45% | 1.31% | 2.68% | 0.73% | 5.24% | 13.13% | 21.36% | 12 Jul 2016 | 594.24 B |
| BNI-AM Dana Lancar Syariah | 1786.41 | 0.45% | 1.08% | 2.24% | 0.76% | 4.26% | 11.60% | 78.64% | 28 Jun 2013 | 105.72 B |
| Insight Retail Cash Fund | 1589.5429 | 0.45% | 1.38% | 2.87% | 0.71% | 5.79% | 14.81% | 58.95% | 13 Apr 2018 | 16.93 B |
| Trimegah Kas Syariah | 1436.2649 | 0.45% | 1.31% | 2.66% | 0.71% | 5.30% | 14.08% | 43.63% | 30 Dec 2016 | 1.69 T |
| Danakita Stabil Pasar Uang | 1621.39 | 0.44% | 1.26% | 2.56% | 0.72% | 4.92% | 13.54% | 62.14% | 10 Sep 2015 | 87.22 B |
| HPAM Ultima Money Market | 1620.9815 | 0.43% | 1.25% | 2.62% | 0.66% | 5.17% | 14.31% | 62.10% | 10 Jun 2015 | 493.37 B |
| Syailendra Dana Kas | 1695.6893 | 0.43% | 1.27% | 2.56% | 0.70% | 5.10% | 13.82% | 69.57% | 12 Jun 2015 | 2.37 T |
| BNI-AM Dana Likuid Kelas A | 1911.62 | 0.42% | 1.17% | 2.36% | 0.68% | 4.56% | 11.31% | 91.16% | 27 Dec 2012 | 262.79 B |
| Sequis Liquid Prima | 1443.5825 | 0.42% | 1.23% | 2.44% | 0.69% | 4.81% | 12.02% | 44.36% | 8 Sep 2016 | 165.33 B |
Provided by Cermati Invest, last update 21 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| BRI Brawijaya Abadi Pendapatan Tetap | 1401.722 | 3.85% | 3.24% | 2.46% | 3.30% | 5.06% | 14.52% | 40.17% | 25 Feb 2019 | 3.50 B |
| HPAM Government Bond | 1639.7193 | 2.73% | 2.71% | 2.68% | 2.42% | 5.59% | 15.38% | 63.97% | 18 May 2016 | 19.49 B |
| Principal Total Return Bond Fund | 2604.02 | 2.54% | 2.12% | -0.40% | 2.14% | 2.33% | -1.94% | 160.40% | 21 Aug 2008 | 18.06 B |
| Cipta Bond | 1834.26 | 2.30% | 2.11% | 1.48% | 2.18% | 4.41% | 11.02% | 83.43% | 2 Jan 2019 | 16.62 B |
| Eastspring IDR Fixed Income Fund Kelas A | 1760.56 | 2.20% | 1.91% | 1.32% | 2.03% | 3.73% | 11.68% | 76.06% | 16 Mar 2015 | 140.73 B |
| BNI-AM Pendapatan Tetap Quality Long Duration Fund | 1632.76 | 2.19% | -0.37% | -1.24% | 1.57% | 0.46% | 9.80% | 63.28% | 16 Jun 2016 | 29.64 B |
| Sequis Bond Optima | 1504.4513 | 2.08% | 1.85% | 1.22% | 1.98% | 3.64% | 8.74% | 50.45% | 8 Sep 2016 | 39.68 B |
| Syailendra Fixed Income Fund Kelas A | 2618.86 | 1.97% | 2.19% | 1.39% | 2.18% | 3.68% | 12.37% | 161.89% | 8 Dec 2011 | 110.69 B |
| Eastspring Investments IDR High Grade Kelas A | 1652.31 | 1.88% | 1.04% | -1.07% | 1.35% | 0.32% | 7.93% | 65.23% | 9 Jan 2013 | 664.26 B |
| BRI Melati Pendapatan Utama | 1901.6845 | 1.77% | 1.80% | 1.66% | 1.73% | 3.90% | 10.57% | 90.17% | 27 Sep 2012 | 57.54 B |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1076.68 | 1.69% | 1.07% | 1.40% | 2.42% | 1.95% | - | 7.67% | 1 Sep 2022 | 6.83 B |
| Danakita Obligasi Negara | 1132.27 | 1.64% | 1.82% | 2.32% | 1.94% | 4.57% | 10.51% | 13.23% | 26 Mar 2021 | 51.34 B |
| BNI-AM Dana Pendapatan Tetap Syariah Ardhani | 1581.87 | 1.33% | -0.80% | -0.43% | 1.00% | -0.46% | 6.33% | 58.19% | 16 Aug 2016 | 319.28 B |
| SAM Sukuk Syariah Sejahtera | 2440.3754 | 1.27% | 0.27% | 0.20% | 1.60% | 0.24% | -0.86% | 144.04% | 29 Oct 1997 | 46.63 B |
| Bahana Mes Syariah Fund Kelas G | 1540.19 | 1.25% | 0.89% | 1.05% | 0.92% | 2.93% | 9.48% | 54.02% | 11 Nov 2016 | 151.54 B |
| Batavia Dana Obligasi Ultima | 2916.55 | 1.15% | 0.70% | 0.24% | 1.04% | 0.33% | -0.20% | 191.66% | 20 Dec 2006 | 941.09 B |
| Eastspring Syariah Fixed Income Amanah Kelas A | 1499.12 | 1.08% | 1.27% | 2.02% | 1.06% | 4.26% | 9.56% | 49.91% | 17 Apr 2017 | 194.87 B |
| Eastspring Investments Yield Discovery Kelas A | 1608.85 | 1.05% | 0.92% | 0.21% | 1.42% | 0.51% | -1.12% | 60.89% | 29 May 2013 | 68.76 B |
| TRIM Dana Tetap 2 Kelas A | 3262.09 | 0.98% | 1.69% | 3.88% | 1.42% | 6.91% | 16.06% | 226.21% | 13 May 2008 | 755.65 B |
| Syailendra Pendapatan Tetap Premium | 1824.4662 | 0.97% | 0.59% | 1.73% | 0.95% | 4.14% | 18.41% | 82.45% | 27 Mar 2017 | 2.76 T |
| Trimegah Fixed Income Plan | 1166.9728 | 0.95% | 0.57% | 1.73% | 1.36% | 2.38% | 5.90% | 16.70% | 23 May 2019 | 2.14 T |
| Principal Income Fund Syariah | 1156.21 | 0.90% | 1.38% | 1.96% | 0.89% | 4.25% | 10.13% | 15.62% | 21 Oct 2020 | 10.97 B |
| Insight Haji Syariah | 5120.1068 | 0.81% | 2.00% | 4.38% | 1.14% | 7.80% | 22.96% | 412.01% | 13 Jan 2005 | 2.18 T |
| Insight Renewable Energy Fund | 2313.7226 | 0.60% | 1.93% | 4.10% | 0.92% | 7.49% | 19.59% | 131.37% | 22 Jun 2011 | 1.58 T |
| HPAM Pendapatan Tetap Prima | 1068.532 | 0.57% | 0.46% | 1.31% | 0.89% | 2.08% | 5.87% | 6.85% | 29 Oct 2018 | 285.21 B |
| UOBAM Inovasi Obligasi Nasional | 1040.3761 | 0.57% | 3.07% | 3.34% | 2.15% | 5.80% | 9.49% | 4.04% | 12 Jan 2021 | 93.72 B |
| Bahana Obligasi Ganesha Kelas D | 999.76 | 0.38% | 0.45% | 2.08% | 0.23% | 1.95% | 1.10% | -0.02% | 26 Oct 2020 | 344.07 B |
Provided by Cermati Invest, last update 21 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Flexi Indonesia Sehat Kelas A | 1908.8573 | -1.24% | -1.95% | -5.38% | -1.09% | 11.50% | 1.46% | 90.89% | 2 Mar 2011 | 81.36 B |
Provided by Cermati Invest, last update 21 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Ekuitas Syariah Berkah | 1796.9421 | -2.70% | -8.26% | -9.09% | -5.81% | 12.98% | 31.27% | 79.69% | 20 Jan 2020 | 1.67 T |
| SAM Indonesian Equity Fund | 2325.3 | -5.74% | 2.55% | -2.07% | -2.21% | -3.05% | 14.43% | 132.53% | 18 Oct 2011 | 1.04 T |
Provided by Cermati Invest, last update 21 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.6505 | 6.51% | 5.50% | 10.25% | 8.23% | 7.82% | -31.99% | -34.95% | 15 Jun 2020 | 5.27 M |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 0.9622 | 2.04% | 1.28% | -1.77% | 2.88% | 1.22% | -20.41% | -3.78% | 28 Oct 2016 | 2.70 M |
| BRI Melati Premium Dollar | 1.3848 | 1.03% | 0.02% | -2.86% | 1.36% | 1.30% | -0.37% | 38.48% | 19 Feb 2007 | 2.00 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.9689 | 0.81% | 0.89% | -0.78% | 1.20% | 2.42% | 0.75% | -3.11% | 8 Mar 2021 | 1.31 M |
| Batavia USD Bond Fund | 1.0323 | 0.47% | 0.21% | -1.75% | 0.92% | 0.37% | - | 3.23% | 18 Oct 2022 | 36.38 M |
| Batavia Global ESG Sharia Equity USD | 1.177 | 0.39% | 0.04% | -0.26% | 2.88% | 5.39% | 14.48% | 17.70% | 27 Jan 2021 | 11.91 M |
| STAR Fixed Income Dollar | 1.034 | 0.32% | 0.95% | 2.12% | 0.51% | 5.68% | 9.23% | 3.40% | 10 Jul 2017 | 8.39 M |
| BRI G20 Sharia Equity Fund Dollar | 1.2094 | -0.58% | -1.62% | -3.37% | 2.16% | 2.30% | 15.02% | 20.94% | 3 Dec 2019 | 1.54 M |
| Batavia Technology Sharia Equity USD | 1.1837 | -0.99% | 2.85% | 4.39% | 1.19% | 12.56% | 20.70% | 18.37% | 16 Feb 2022 | 83.52 M |
Provided by Cermati Invest, last update 21 Februari 2025
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 | 100.4 | 99.4 | 6.42% | BBB |
| FR0097 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 102.6 | 101.6 | 6.87% | BBB |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 98.5 | 97.5 | 6.89% | BBB |
| INKP01CCN1 | IDA0001069C2 | IDR | 11.00% | 5-Jun-25 | 101.5 | 100.5 | 7.55% | idA+ |
| LPPI02ACN1 | IDA0001331A0 | IDR | 10.50% | 4-Jul-26 | 101.25 | 100.25 | 9.61% | idA |
Provided by Cermati Invest, last update 21 Februari 2025
Event Calendar
| Monday, 24 February 2025 | Previous | Consensus | Forecast | ||
| 4:00 PM | DE | Ifo Business Climate FEB | 85.10 | 85.80 | 85.50 |
| 8:30 PM | US | Chicago Fed National Activity Index JAN | 0.15 | 0.21 | |
| 10:30 PM | US | Dallas Fed Manufacturing Index FEB | 14.10 | 18.00 | |
| Tuesday, 25 February 2025 | Previous | Consensus | Forecast | ||
| 1:00 AM | GB | BoE Dhingra Speech | |||
| 8:00 AM | KR | Interest Rate Decision | 3.00% | 2.75% | 2.75% |
| 2:00 PM | DE | GDP Growth Rate QoQ Final Q4 | 0.10% | -0.20% | -0.20% |
| 2:00 PM | DE | GDP Growth Rate YoY Final Q4 | -0.30% | -0.20% | -0.20% |
| 4:20 PM | US | Fed Logan Speech | |||
| 6:00 PM | GB | CBI Distributive Trades FEB | -24.00 | -25.00 | -28.00 |
| 9:00 PM | GB | BoE Pill Speech | |||
| 9:00 PM | US | S&P/Case-Shiller Home Price YoY DEC | 4.30% | 4.50% | 4.40% |
| 10:00 PM | US | CB Consumer Confidence FEB | 104.10 | 102.10 | 103.00 |
| 11:45 PM | US | Fed Barr Speech | |||
| Wednesday, 26 February 2025 | Previous | Consensus | Forecast | ||
| 1:00 AM | US | Fed Barkin Speech | |||
| 4:30 AM | US | API Crude Oil Stock Change FEB/21 | 3.34M | ||
| 2:00 PM | DE | GfK Consumer Confidence MAR | -22.40 | -21.10 | -23.00 |
| 3:30 PM | HK | GDP Growth Rate YoY Final Q4 | 1.90% | 2.40% | |
| 7:00 PM | US | MBA 30-Year Mortgage Rate FEB/21 | 6.93% | ||
| 8:30 PM | US | Fed Barkin Speech | |||
| 10:00 PM | US | New Home Sales JAN | 0.698M | 0.69M | 0.68M |
| 10:00 PM | US | New Home Sales MoM JAN | 3.60% | -2.60% | |
| 10:30 PM | US | EIA Crude Oil Stocks Change FEB/21 | 4.633M | ||
| 10:30 PM | US | EIA Gasoline Stocks Change FEB/21 | -0.151M | ||
| 11:30 PM | GB | BoE Dhingra Speech | |||
| Thursday, 27 February 2025 | Previous | Consensus | Forecast | ||
| 12:00 AM | US | Fed Bostic Speech | |||
| 8:30 PM | US | Durable Goods Orders MoM JAN | -2.20% | 1.30% | 1.20% |
| 8:30 PM | US | GDP Growth Rate QoQ 2nd Est Q4 | 3.10% | 2.30% | 2.30% |
| 8:30 PM | US | Durable Goods Orders Ex Transp MoM JAN | 0.30% | 0.40% | 0.30% |
| 8:30 PM | US | GDP Price Index QoQ 2nd Est Q4 | 1.90% | 2.20% | 2.20% |
| 8:30 PM | US | Initial Jobless Claims FEB/22 | 219K | 220K | 225.0K |
| 10:00 PM | US | Fed Barr Speech | |||
| 10:00 PM | US | Pending Home Sales MoM JAN | -5.50% | -1.30% | -0.90% |
| 10:00 PM | US | Pending Home Sales YoY JAN | -5.00% | 6.00% | |
| 11:45 PM | US | Fed Bowman Speech | |||
| Friday, 28 February 2025 | Previous | Consensus | Forecast | ||
| 1:15 AM | US | Fed Hammack Speech | |||
| 3:15 AM | US | Fed Harker Speech | |||
| 6:50 AM | JP | Industrial Production MoM Prel JAN | 0.30% | -0.90% | 0.00% |
| 6:50 AM | JP | Retail Sales YoY JAN | 3.70% | 4.00% | 4.10% |
| 10:15 AM | US | Fed Goolsbee Speech | |||
| 12:00 PM | JP | Housing Starts YoY JAN | -2.50% | -2.60% | |
| 2:00 PM | DE | Retail Sales MoM JAN | -1.60% | 0.00% | 0.90% |
| 2:00 PM | DE | Retail Sales YoY JAN | 1.80% | 2.10% | |
| 2:00 PM | GB | BoE Ramsden Speech | |||
| 2:00 PM | GB | Nationwide Housing Prices MoM FEB | 0.10% | 0.20% | 0.30% |
| 2:00 PM | GB | Nationwide Housing Prices YoY FEB | 4.10% | 3.90% | |
| 3:55 PM | DE | Unemployed Persons FEB | 2.88M | 2.891M | |
| 3:55 PM | DE | Unemployment Change FEB | 11K | 15K | 15.0K |
| 3:55 PM | DE | Unemployment Rate FEB | 6.20% | 6.20% | 6.20% |
| 7:00 PM | IN | GDP Growth Rate YoY Q4 | 5.40% | 6.30% | 6.30% |
| 7:00 PM | IN | Fiscal Year GDP Growth 2nd Est 2024-25 | 8.20% | 6.40% | 6.40% |
| 8:00 PM | DE | Inflation Rate YoY Prel FEB | 2.30% | 2.30% | 2.20% |
| 8:00 PM | DE | Inflation Rate MoM Prel FEB | -0.20% | 0.40% | 0.30% |
| 8:30 PM | US | Core PCE Price Index MoM JAN | 0.20% | 0.30% | 0.40% |
| 8:30 PM | US | Personal Income MoM JAN | 0.40% | 0.40% | 0.30% |
| 8:30 PM | US | Personal Spending MoM JAN | 0.70% | 0.20% | 0.30% |
| 8:30 PM | US | Goods Trade Balance Adv JAN | $-122.11B | $-114.7B | $ -116.0B |
| 8:30 PM | US | PCE Price Index MoM JAN | 0.30% | 0.40% | |
| 8:30 PM | US | PCE Price Index YoY JAN | 2.60% | 2.50% | |
| 8:30 PM | US | Retail Inventories Ex Autos MoM Adv JAN | -0.10% | 0.10% | |
| 8:30 PM | US | Wholesale Inventories MoM Adv JAN | -0.50% | 0.10% | 0.20% |
| 9:45 PM | US | Chicago PMI FEB | 39.50 | 40.30 | 42.00 |
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.
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