Cermati Invest Weekly Update 29 Juli 2024

INDONESIA
Ticker W (-/+) % Price
IHSG -0.90% 7,288.17
LQ45 0.09% 920.39
IDX30 -0.05% 459.50
FTSE Indonesia 0.17% 3,560.91
MSCI Indonesia 0.16% 7,242.45
USD/IDR 0.61% 16,284.40

Provided by Cermati Invest, last update 26 Juli 2024

COMMODITY
Ticker W (-/+) % Price
XAU/USD -0.57% 2,387.07
Crude Oil WTI -4.61% 76.44
Palm Oil c3 F -0.48% 3,942
Natural Gas -5.68% 2.04
Newcastle Coal -0.19% 134.85
Nickel -2.65% 15,826
Tin -4.76% 29,571
Copper -2.41% 9,086
Aluminium -3.04% 2,280
US Soybeans -5.04% 1,042.00
Silver -4.19% 28.07

Provided by Cermati Invest, last update 26 Juli 2024

REGIONAL
Ticker W (-/+) % Price
Dow Jones 0.75% 40,589.34
S&P 500 -0.83% 5,459.10
FTSE 100 1.59% 8,285.71
DAX 1.35% 18,417.55
Nikkei 225 -6.01% 37,654.00
Hang Seng -2.28% 17,021.31
Shanghai -3.07% 2,890.90
KOSPI -2.27% 2,731.90

Provided by Cermati Invest, last update 26 Juli 2024

Ulasan Pasar

IHSG & Saham Pekan Ini

IHSG, akhir pekan lalu ditutup menguat 0.66% ke posisi 7288.17, tentunya masih up trend sejak 19 Juni 2024. Beberapa hari terakhir, IHSG memiliki pola short term seperti akan membentuk huruf “W yang artinya pergerakan IHSG saat ini membentuk “double bottomdi sekitar 7196.754 (Support1) dan sedang menuju 7355.299 (Resistance1).

Batasan support IHSG di 7196.754 (Support1) dan 6968.136 (Support2), ini adalah angka gap up sejak rebound. Bila ada gap, biasanya harga akan kembali untuk menutupnya suatu hari nanti.

Sejak 2022, big picture IHSG berada di antara 6698.848 (Support3, low price 19 Juni 2024) sampai 7454.448 (Resistance2, all time high IHSG).

Kuartal III ini, IHSG masih aman selama di atas 7105.776 (quarterly pivot).

SAHAM, pilih yang terbaik dari indeks konstituen Pefindo PrimeBank10, Sri-Kehati, Bisnis27, IDX30, LQ45 dan FTSE Indonesia karena sejak rebound 19 Juni 2024 lalu, performanya mengungguli IHSG.

Sektor apakah yang terbaik, mengungguli IHSG? Sektor Industry, Transportasi, Energy, Infrastructure dan Technology.

Mulai Investasi Saham Sekarang!  

Pergerakan Rupiah

Pekan lalu rupiah melemah dari kisaran 16085 ke 16307 per 1 dolar Amerika, melemah 0.61%. Bila melihat arah pergerakan rupiah periode jangka menengah masih melemah. Sedangkan untuk sepekan ke depan, rupiah terlihat cenderung melemah ke 16500 per 1 dolar Amerika.

Emas

Pekan lalu emas benar terkoreksi nyaris ke 2352.356 US dollar per troy ounce. Pekan ini pengumuman suku bunga The Fed (Kamis dini hari), apakah Amerika akan menurunkan suku bunga atau tetap di 5.5%? Bila dilihat dari pergerakan akhir pekan lalu, kemungkinan harga emas pekan ini akan naik ke kisaran 2428 US dollar, kemudian turun kembali ke kisaran 2354.80 US dollar.

Emas dalam negeri juga bergerak sama, bila pekan lalu sempat terkoreksi ke area supportnya 1209000—1230000 rupiah, pekan ini kemungkinan bergerak naik ke area 1315000—1348380 rupiah.

Mulai Investasi Emas Sekarang!

Reksa Dana & Surat Berharga

Reksa dana yang memiliki performa terbaik di kuartal III ini adalah:

  • Reksa Dana Pasar Uang: Insight Retail Cash Fund dan Insight Money Syariah.
  • Reksa Dana Pendapatan Tetap: Cipta Bond, HPAM Pendapatan Tetap Prima, Insight Renewable Energy.
  • Reksa Dana Saham Berbasis Indeks: Insight Sri Kehati, UOBAM Indeks Bisnis-27, BRI MSCI Indonesia ESG Screened Kelas A, Trimegah FTSE Indonesia Low Volatility Factor Index.
  • Reksa Dana Campuran: HPAM Flexi Plus, Syailendra Balanced Opportunity Fund.

Bingung cari investasi Reksa Dana yang aman dan menguntungkan? Cermati solusinya!

Mulai Berinvestasi Sekarang!  

Data Inflasi Amerika Membaik, Kabar Baik untuk Pasar Investasi

Pergerakan pasar investasi pada pekan lalu mayoritas dipengaruhi oleh sentimen luar negeri, teruma dari Amerika Serikat. Biro Analisis Ekonomi AS melaporkan indeks harga pengeluaran konsumsi pribadi ( Personal Consumption Expenditure/PCE) pada Juni lalu mencapai 2.5% secara tahunan (year-on-year/yoy), lebih rendah dari posisi Mei lalu yang mencapai 2.6%. Angka ini tentunya sesuai ekspektasi pasar yang sebelumnya memprediksi inflasi PCE tahunan mencapai 2.5% dan 0.1% secara bulanan. Dengan data inflasi Amerika Serikat yang sudah sesuai dengan ekspektasi pasar, maka harapan pasar akan pemangkasan suku bunga bank sentral AS (Federal Reserve/The Fed) yang dapat dilakukan pada pertemuan September mendatang pun semakin terbuka lebar. Sejauh ini, peluang penurunan suku bunga The Fed masih tinggi. Berdasarkan CME FedWatch Tool, pasar melihat peluang 87.6% untuk pemangkasan suku bunga pada September. Namun, angka ini mengalami penurunan dari beberapa hari sebelumnya yang mencapai 93.3%. Perlu diketahui bahwa tingkat suku bunga bank sentral Amerika yang tinggi akan mempengaruhi nilai mata uang dalam negeri dan juga penyesuaian tingkat suku bunga dalam negeri yang tinggi yang dapat berdampak pada pertumbuhan ekonomi, karena perputaran uang di masyarakat akan cenderung lebih tertahan, karena masyarakat akan cenderung lebih memilih menabung untuk mendapatkan keuntungan bunga yang tinggi.

Dari dalam negeri, Badan Pusat Statistik (BPS) dijadwalkan merilis realisasi pertumbuhan ekonomi kuartal II-2024 pada 5 Agustus 2024. Didasari pada kondisi Indeks Keyakinan Konsumen (IKK) yang masih konsisten di kisaran 120 hingga Juni 2024 dan perbaikan kinerja ekspor pada Mei dan Juni 2024, pertumbuhan ekonomi Indonesia diyakini masih dapat dipertahankan di atas 5% pada kuartal II-2024.

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COMPOSITE INDEX compare to USDIDR & GOLD (Daily Performance) since 2024 (YtD)

Reksa Dana

                Inception  
Reksa Dana PASAR UANG NAV 1M 3M 6M YTD 1Y 3Y % Date AUM
Insight Retail Cash Fund 1538.36 0.82% 1.68% 2.67% 2.95% 4.72% 13.96% 53.84% 13 Apr 2018 3.60 B
Insight Money Syariah 1590.65 0.51% 1.49% 2.82% 3.18% 5.52% 15.65% 59.07% 30 Sep 2015 96.53 B
BRI Seruni Pasar Uang III 1716.44 0.49% 1.38% 2.63% 2.95% 4.80% 11.71% 71.64% 16 Feb 2010 597.90 B
Cipta Dana Cash 1669.30 0.48% 1.35% 2.70% 3.10% 5.23% 14.26% 66.93% 8 Jun 2015 226.85 B
Setiabudi Dana Pasar Uang 1469.44 0.43% 1.31% 2.63% 2.99% 5.24% 13.31% 46.94% 23 Dec 2016 858.77 B
TRIM Kas 2 Kelas A 1853.25 0.43% 1.27% 2.47% 2.79% 4.78% 12.91% 85.32% 8 Apr 2008 3.30 T
Trimegah Kas Syariah 1393.94 0.43% 1.28% 2.58% 2.93% 4.97% 12.94% 39.39% 30 Dec 2016 885.03 B
BRI Seruni Pasar Uang Syariah 1301.37 0.42% 1.41% 2.63% 3.05% 5.30% 12.50% 30.14% 19 Jul 2018 73.34 B

Provided by Cermati Invest, last update 26 Juli 2024

                Inception  
Reksa Dana PENDAPATAN TETAP NAV 1M 3M 6M YTD 1Y 3Y % Date AUM
Cipta Bond 1770.44 1.16% 2.42% 1.37% 1.06% 2.52% 8.78% 77.04% 2 Jan 2019 25.24 B
Syailendra Fixed Income Fund Kelas A 2533.58 1.13% 2.33% 0.58% 0.74% 1.46% 11.04% 153.36% 8 Dec 2011 100.59 B
BNI-AM Short Duration Bonds Index Kelas R1 - With Dividend 1085.87 0.98% 2.17% 1.91% 2.02% 2.73% - 8.59% 1 Sep 2022 4.83 B
Eastspring Investments IDR High Grade Kelas A - With Dividend 1666.24 0.98% 2.08% 1.61% 1.32% 1.69% 9.58% 66.62% 9 Jan 2013 114.23 B
HPAM Government Bond 1557.63 0.92% 2.01% 0.77% 0.65% 1.66% 11.58% 55.76% 18 May 2016 20.74 B
Eastspring IDR Fixed Income Fund Kelas A 1702.84 0.87% 2.18% 0.74% 0.62% 0.89% 10.26% 70.28% 16 Mar 2015 150.37 B
Eastspring Investments Yield Discovery Kelas A - With Dividend 1641.07 0.84% 1.88% 1.22% 1.38% 2.49% 6.08% 64.11% 29 May 2013 61.35 B
Sequis Bond Optima 1459.24 0.80% 1.99% 0.88% 0.74% 1.22% 7.66% 45.92% 8 Sep 2016 39.09 B
Batavia Dana Obligasi Ultima - With Dividend 2978.23 0.79% 1.51% 0.96% 1.17% 1.80% 7.91% 197.82% 20 Dec 2006 1.22 T
SAM Sukuk Syariah Sejahtera - With Dividend 2512.89 0.78% 2.34% 2.45% 2.79% 1.60% 10.75% 151.29% 29 Oct 1997 45.92 B
Danakita Obligasi Negara 1093.70 0.77% 2.06% 1.46% 1.49% 2.22% 8.68% 9.37% 26 Mar 2021 54.81 B
Principal Total Return Bond Fund - With Dividend 2558.14 0.77% 2.93% 0.97% 0.78% 0.00% 4.03% 155.81% 21 Aug 2008 20.19 B
BRI Melati Pendapatan Utama 1837.66 0.73% 1.79% 0.97% 0.53% 0.06% 8.68% 83.77% 27 Sep 2012 47.34 B
BNI-AM Pendapatan Tetap Quality Long Duration Fund 1618.26 0.56% 1.19% 0.02% -0.26% 0.16% 11.09% 61.83% 16 Jun 2016 12.45 B
Insight Haji Syariah 4881.34 0.56% 1.68% 3.22% 3.64% 6.14% 22.02% 388.13% 13 Jan 2005 1.29 T
Insight Renewable Energy Fund 2212.00 0.55% 1.67% 3.25% 3.72% 7.07% 18.85% 121.20% 22 Jun 2011 364.28 B
HPAM Pendapatan Tetap Prima - With Dividend 1100.74 0.54% 1.60% 3.25% 4.90% 6.69% 11.60% 10.07% 29 Oct 2018 201.96 B
BRI Brawijaya Abadi Pendapatan Tetap 1335.83 0.49% 2.28% 0.50% 0.34% 0.22% 10.97% 33.58% 25 Feb 2019 8.34 B
TRIM Dana Tetap 2 3114.92 0.44% 1.53% 2.44% 2.75% 4.59% 14.06% 211.49% 13 May 2008 621.43 B
Eastspring Syariah Fixed Income Amanah Kelas A 1459.18 0.39% 1.50% 1.92% 2.12% 2.01% 9.52% 45.92% 17 Apr 2017 175.55 B

Provided by Cermati Invest, last update 26 Juli 2024

                Inception  
Reksa Dana CAMPURAN NAV 1M 3M 6M YTD 1Y 3Y % Date AUM
HPAM Flexi Plus 1874.68 8.02% 7.12% 10.86% 7.13% 20.78% 13.01% 87.47% 2 Mar 2011 44.36 B
Setiabudi Dana Campuran 1434.71 4.53% 4.97% 7.29% 5.98% 4.46% 41.90% 43.47% 25 Sep 2017 64.46 B
Batavia Dana Dinamis 9271.45 4.27% 2.81% -0.26% -1.27% -1.07% 13.89% 827.15% 3 Jun 2002 169.54 B
Syailendra Balanced Opportunity Fund 3284.54 3.72% 6.31% 6.06% 6.37% 5.92% -2.44% 228.45% 22 Apr 2008 80.61 B
Danakita Investasi Fleksibel 1462.48 3.41% 2.05% 1.92% 1.48% 3.29% 11.86% 46.25% 8 Jun 2017 10.13 B
SAM Mutiara Nusantara Nusa Campuran 1898.69 2.39% 2.32% 3.36% 3.67% 2.09% 27.03% 89.87% 21 Dec 2017 29.26 B

Provided by Cermati Invest, last update 26 Juli 2024

                Inception  
Reksa Dana SAHAM NAV 1M 3M 6M YTD 1Y 3Y % Date AUM
Insight Sri Kehati Likuid - I Sri Likuid 1149.58 7.52% 2.32% -3.44% -4.82% -6.26% 37.24% 14.96% 29 Mar 2018 13.84 B
UOBAM Indeks Bisnis-27 1394.42 7.25% 2.70% -0.47% -3.22% -4.51% 32.64% 39.44% 15 Aug 2012 36.10 B
BRI MSCI Indonesia ESG Screened Kelas A 1051.16 7.14% 2.37% -1.00% -3.54% -4.19% - 5.12% 7 Sep 2022 72.30 B
Trimegah FTSE Indonesia Low Volatility Factor Index 1256.29 6.77% 1.40% -0.29% -2.60% -3.39% 38.30% 25.63% 3 Nov 2020 69.99 B
Batavia Dana Saham Optimal 3173.74 6.63% 3.92% -0.36% -2.31% -2.40% 13.26% 217.37% 19 Oct 2006 378.60 B
Batavia Dana Saham 63695.02 6.49% 3.23% 0.98% -0.58% -0.32% 14.16% 6269.50% 16 Dec 1996 1.96 T
Batavia Disruptive Equity 1057.29 6.46% 3.00% 0.25% -1.51% 0.70% - 5.73% 15 Dec 2021 24.55 B
Cipta Rencana Cerdas 17066.05 6.33% 1.51% -2.83% -4.09% -8.77% 17.70% 1606.61% 9 Jul 1999 77.15 B
Eastspring IDX ESG Leaders Plus Kelas A 1009.90 6.26% 7.26% 1.44% -1.23% 2.43% - 0.99% 12 Jan 2022 96.67 B
Cipta Saham Unggulan 2801.95 6.05% 2.18% -3.77% -4.39% -11.08% 21.60% 180.20% 4 Dec 2018 44.30 B
Danakita Saham Prioritas 1179.49 5.93% 2.75% 0.51% -0.71% -0.71% 35.10% 17.95% 17 Oct 2018 10.14 B
Bahana Primavera Plus 13181.29 5.75% 2.05% 1.01% 0.49% -0.93% 6.93% 1218.13% 27 May 1997 58.74 B
Eastspring Investments Alpha Navigator Kelas A 1564.03 5.49% 3.20% 2.19% 1.22% -0.22% 15.80% 56.40% 29 Aug 2012 88.29 B
Sequis Equity Maxima 952.59 4.89% 3.20% -0.05% -2.24% -4.33% 12.36% -4.74% 25 Aug 2016 257.17 B
TRIM Kapital Plus 4263.93 4.86% 1.66% -0.82% -3.31% -2.88% 17.38% 326.39% 18 Apr 2008 458.93 B
Cipta Saham Unggulan Syariah 2117.68 4.83% 3.50% -9.83% -9.56% -20.69% 6.50% 111.77% 5 Sep 2018 17.35 B
Syailendra Equity Opportunity Fund 4021.61 4.83% 1.66% -0.87% -2.07% -2.53% 4.55% 302.16% 7 Jun 2007 131.46 B
Principal Total Return Equity Fund Kelas O 3207.79 4.58% 1.03% -1.65% -3.58% -7.89% -1.70% 220.78% 1 Jul 2005 28.03 B
SAM Indonesian Equity Fund - With Dividend 2321.46 4.47% -2.39% -3.57% -2.37% 4.30% 31.06% 132.15% 18 Oct 2011 978.75 B
Batavia Dana Saham Syariah 1598.39 4.42% 3.94% -3.55% -5.80% -11.29% -1.31% 59.84% 19 Jul 2007 310.78 B
TRIM Kapital 11319.84 3.78% -0.19% -3.37% -5.97% -7.71% 12.59% 1031.98% 19 Mar 1997 372.98 B
HPAM Ultima Ekuitas 1 2848.54 3.58% 0.97% 8.94% 4.17% 15.76% 20.54% 184.85% 2 Nov 2009 658.57 B
Principal Islamic Equity Growth Syariah 1152.83 3.56% 3.33% -1.94% -2.28% -7.40% -1.63% 15.28% 10 Sep 2007 71.26 B
HPAM Ekuitas Syariah Berkah 1926.97 3.08% 8.54% 13.35% 17.22% 44.45% 97.85% 92.70% 20 Jan 2020 1.50 T
BRI Syariah Saham 747.77 2.67% 5.80% 1.81% 1.08% -9.28% -14.67% -25.22% 18 Sep 2014 12.94 B

Provided by Cermati Invest, last update 26 Juli 2024

                Inception  
Reksa Dana USD NAV 1M 3M 6M YTD 1Y 3Y % Date AUM
Batavia Global ESG Sharia Equity USD 1.1290 -1.79% -0.39% 0.76% 1.15% 2.50% 5.91% 12.90% 27 Jan 2021 16.93 M
Batavia USD Bond Fund 1.0342 0.20% 1.27% 0.13% -0.51% 0.85% - 3.42% 18 Oct 2022 1.14 M
Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A 0.9885 -2.49% 2.91% 6.66% 3.93% 0.46% -27.05% -1.15% 28 Oct 2016 10.42 M
Eastspring Syariah Fixed Income USD Kelas A 0.9567 0.52% 2.29% 0.78% 0.14% 3.85% -4.59% -4.33% 8 Mar 2021 4.00 M
Eastspring Syariah Greater China Equity USD Kelas A 0.5884 -5.91% -4.26% -0.49% -2.81% -11.90% -47.47% -41.16% 15 Jun 2020 5.87 M

Provided by Cermati Invest, last update 26 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 98.8 97.8 6.73% BBB
FR0097 IDG000020900 IDR 7.13% 15-Jun-43 100.8 99.8 7.05% BBB
PBS005 IDP000001505 IDR 6.75% 15-Apr-43 99.5 98.5 6.80% BBB
INKP01CCN1 IDA0001069C2 IDR 11.00% 5-Jun-25 101.5 100.5 9.23% idA+
WISL03B IDA0001450B6 IDR 8.75% 5-Jul-27 100.5 99.5 8.56% idA+

Provided by Cermati Invest, last update 26 Juli 2024

Event Calendar

Monday, 29 July 2024 Previous Consensus Forecast
3:30 PM GB BoE Consumer Credit JUN £1.513B   £ 1.6B
3:30 PM GB Mortgage Approvals JUN 59.99K 60K 62.0K
3:30 PM GB Mortgage Lending JUN £1.21B   £0.82B
5:00 PM GB CBI Distributive Trades JUL - 24.00 - 20.00 - 9.00
9:30 PM US Dallas Fed Manufacturing Index JUL - 15.10   - 12.00
  CN FDI (YTD) YoY JUN -28.20%   -28.80%
Tuesday, 30 July 2024 Previous Consensus Forecast
2:00 AM US Treasury Refunding Financing Estimates      
6:30 AM JP Unemployment Rate JUN 2.60% 2.60% 2.60%
3:00 PM DE GDP Growth Rate QoQ Flash Q2 0.20% 0.10% 0.10%
3:00 PM DE GDP Growth Rate YoY Flash Q2 -0.20%   0.40%
7:00 PM DE Inflation Rate YoY Prel JUL 2.20% 2.20% 2.20%
7:00 PM DE Inflation Rate MoM Prel JUL 0.10%   0.20%
8:00 PM US S&P/Case-Shiller Home Price MoM MAY 1.40%   1.20%
8:00 PM US S&P/Case-Shiller Home Price YoY MAY 7.20% 7.40% 6.90%
9:00 PM US JOLTs Job Openings JUN 8.14M   8.05M
9:00 PM US CB Consumer Confidence JUL 100.4 99.9 100.0
Wednesday, 31 July 2024 Previous Consensus Forecast
3:30 AM US API Crude Oil Stock Change JUL/26 -3.9M    
6:50 AM JP Industrial Production MoM Prel JUN 3.60% -4.20% -0.50%
6:50 AM JP Retail Sales YoY JUN 3.00% 3.30% 2.20%
8:30 AM CN NBS Manufacturing PMI JUL 49.5 49.3 49.2
8:30 AM CN NBS Non Manufacturing PMI JUL 50.5 50.2 50.1
11:00 AM JP BoJ Interest Rate Decision 0.10% 0.10% 0.10%
12:00 PM JP Consumer Confidence JUL 36.4 36.5 36.1
12:00 PM JP Housing Starts YoY JUN -5.30% -2.00% -3.60%
2:55 PM DE Unemployed Persons JUL 2.781M   2.796M
2:55 PM DE Unemployment Change JUL 19K 16K 15.0K
2:55 PM DE Unemployment Rate JUL 6.00% 6.00% 6.00%
3:30 PM HK GDP Growth Rate QoQ Adv Q2 2.30%   0.50%
3:30 PM HK GDP Growth Rate YoY Adv Q2 2.70%   3.00%
7:15 PM US ADP Employment Change JUL 150K 166K 140.0K
7:30 PM US Employment Cost - Benefits QoQ Q2 1.10%   1.00%
7:30 PM US Employment Cost - Wages QoQ Q2 1.10%   1.00%
7:30 PM US Employment Cost Index QoQ Q2 1.20% 1.00% 1.10%
8:45 PM US Chicago PMI JUL 47.4 44.1 47.8
9:00 PM US Pending Home Sales MoM JUN -2.10% 1.60% 0.80%
9:00 PM US Pending Home Sales YoY JUN -6.60%   -2.00%
9:30 PM US EIA Crude Oil Stocks Change JUL/26 -3.741M    
9:30 PM US EIA Gasoline Stocks Change JUL/26 -5.572M    
11:00 PM RU Unemployment Rate JUN 2.60% 2.60% 2.70%
Thursday, 01 August 2024 Previous Consensus Forecast
1:00 AM US Fed Interest Rate Decision 5.50% 5.50% 5.50%
1:30 AM US Fed Press Conference      
7:30 AM JP Jibun Bank Manufacturing PMI Final JUL 50.0   49.2
8:45 AM CN Caixin Manufacturing PMI JUL 51.8   51.5
11:00 AM ID Inflation Rate YoY JUL 2.51%   2.50%
1:00 PM RU S&P Global Manufacturing PMI JUL 54.9   54.6
1:00 PM GB Nationwide Housing Prices MoM JUL 0.20% 0.20% -0.30%
1:00 PM GB Nationwide Housing Prices YoY JUL 1.50%   1.70%
2:55 PM DE HCOB Manufacturing PMI Final JUL 43.5 42.6 42.6
3:30 PM GB S&P Global Manufacturing PMI Final JUL 50.9 51.8 51.8
6:00 PM GB BoE Interest Rate Decision 5.25% 5.00% 5.00%
6:00 PM GB BoE MPC Vote Cut 2-Sep    
6:00 PM GB BoE MPC Vote Hike 0/9    
6:00 PM GB BoE MPC Vote Unchanged 7-Sep    
7:30 PM US Initial Jobless Claims JUL/27 235K 239K 241.0K
7:30 PM US Nonfarm Productivity QoQ Prel Q2 0.20% 1.50% 0.30%
7:30 PM US Unit Labour Costs QoQ Prel Q2 4.00% 1.60% 3.00%
8:45 PM US S&P Global Manufacturing PMI Final JUL 51.6 49.5 49.5
9:00 PM US ISM Manufacturing PMI JUL 48.5 48.8 48.2
9:00 PM US ISM Manufacturing Employment JUL 49.3   49.3
Friday, 02 August 2024 Previous Consensus Forecast
7:30 PM US Non Farm Payrolls JUL 206K 185K 190.0K
7:30 PM US Unemployment Rate JUL 4.10% 4.10% 4.10%
7:30 PM US Average Hourly Earnings MoM JUL 0.30% 0.30% 0.30%
7:30 PM US Average Hourly Earnings YoY 3.90%   3.90%
7:30 PM US Participation Rate JUL 62.60%   62.50%
9:00 PM US Factory Orders MoM JUN -0.50% 0.50% -3.00%

Source: BI, CNBC Indonesia, Bloomberg, Investing, Trading Economics, KSEI, Cermati, Artha Investa Teknologi (AIT), Marulitua.com

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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