Cermati Invest Weekly Update 1 September 2025
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | -0.36% | 7,830.49 |
| ISSI | -3.21% | 187.29 |
| IDX30 | -2.82% | 413.46 |
| FTSE Indonesia | -3.34% | 3,046.36 |
| MSCI Indonesia | -3.33% | 6,212.45 |
| USD/IDR | 0.92% | 16,490.00 |
Provided by Cermati Invest, last update 29 Agustus 2025
IHSG & Saham Pekan Ini
Indeks, Composite Index atau IHSG yang sempat mencetak all time high di 8022.758 akhirnya jenuh dan terkoreksi 121.59 poin atau (–)1.53% pada akhir pekan lalu ke posisi 7830.49 menutup support gap 7800. Suasana politik di Indonesia terutama Jakarta yang tidak kondusif sejak pertengahan Agustus 2025 akhirnya menggerakan IHSG keluar dari area sideways, turun menuju beberapa support gap yaitu 7630.10, 7291.56, 7216.81.
Jika melihat pergerakan data harian, tren naik jangka pendek patah, tetapi turunnya IHSG kemarin tertahan indikator EMA21. Pekan ini, mungkin IHSG terkoreksi secara data mingguan menuju support gap pertama. Jika turun di bawah itu, IHSG akan jatuh lebih dalam. Walau demikian, performa IHSG secara kuartalan masih bagus, (+)13.03% dan long term sudah kembali up trend dan selama masih di atas support 7216 - 7288, aman. Ke depannya, IHSG berpotensi mencapai resistance 8456 - 8481.
Rata-rata semua indeks konstituen pekan lalu arahnya turun. Walau demikian, performa indeks syariah satu-satunya yang positif paling tinggi dan berada di atas performa IHSG.
Saham, yang berada di sektor Teknologi, Infrastruktur, dan Industri. Khusus untuk sektor Industri, kuartal 3 ini indeksnya bergerak naik terus mendekati indeks sektor terbaik yaitu sektor Teknologi.
Pekan ini perhatikan: BHIT, AMFG, BNBR, MLIA, MDRN
Pergerakan Rupiah
Nilai tukar 1 dolar Amerika pekan lalu bergerak naik ke Rp16.500, masih dalam koridor Rp16.050 - Rp16.500. biasanya setelah mencapai resisten, rupiah kembali menguat, tetapi pekan ini mungkin berbeda. Jika rupiah tidak kembali menguat ke arah Rp16.050, maka akan lebih melemah ke arah Rp16.767.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | 2.25% | 3,448.00 |
| Crude Oil WTI | 0.55% | 64.01 |
| Palm Oil c3 F | 0.00% | 4,480.00 |
| Natural Gas | 11.08% | 3.00 |
| Newcastle Coal | 0.18% | 111.50 |
| Nickel | 2.71% | 15,403.88 |
| Tin | 3.79% | 35,103.00 |
| Copper | 1.46% | 9,923.00 |
| Aluminium | -0.09% | 2,620.15 |
| US Soybeans | -0.38% | 1,054.50 |
| Silver | 3.37% | 40.37 |
Provided by Cermati Invest, last update 29 Agustus 2025
Emas & Bitcoin (BTC)
Emas, pekan lalu akhirnya harga emas dunia kembali naik tinggi menyentuh resistance US$3448. Apakah pekan ini akan break resistance tersebut dan lanjut rally, atau koreksi kembali ke arah support US$3370? Harga emas dunia sejak awal tahun sudah bergerak naik 31.37%. Bersiap harga emas dunia rally naik membentuk harga tertinggi baru US$3575 per troy ounce.
Dalam rupiah, harga emas pekan lalu turut bergerak naik, ditambah dengan melemahnya rupiah, harga emas sempat ke Rp1.823.000 per gram, artinya sejak awal tahun emas sudah naik 34.35%. Pelemahan rupiah dan naiknya harga emas dunia akibat dari kondisi ekonomi Amerika dan politik Indonesia yang tidak kondusif saat ini dapat menyebabkan harga emas dalam negeri naik mencapai Rp1.843.000 - Rp1.934.000 per gram.
Memiliki emas digital lebih mudah daripada emas fisik, sehingga cocok dijadikan sebagai cadangan dana darurat yang sewaktu-waktu dapat dicairkan langsung ke rekening dengan harga terkini. Jadi beli emas digital sebelum harga naik lebih tinggi lagi, jangan lupa gunakan kode promonya.
Kripto, berbanding terbalik dengan harga emas dunia, pekan lalu kripto masih bergerak turun.
Ethereum (ETH), all time high US$4958 pada Agustus 2025. Pekan lalu ETH terkoreksi cukup dalam tetapi masih up trend. Pekan ini ada kecenderungan koreksi dalam area US$4092 (support) - US$5000 (resistance). Sejak awal tahun ETH sudah naik 33.75%.
Bitcoin (BTC), kembali terkoreksi dan akhirnya break support sesuai prediksi bahkan sampai ke US$107452. Pekan ini, BTC bergerak dalam area US$104000 - U$113622. Walaupun ke depan tidak menutup kemungkinan BTC mencapai resistance US$117350 - US$122054, tetapi ada potensi koreksi menuju support US$98385. Sejak awal tahun, bitcoin sudah naik 16.50%.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | -0.19% | 45,544.88 |
| S&P 500 | -0.10% | 6,460.26 |
| FTSE 100 | -1.44% | 9,187.34 |
| DAX | -1.89% | 23,902.21 |
| Nikkei 225 | 0.20% | 42,718.47 |
| Hang Seng | -1.03% | 25,077.62 |
| CSI 300 | 2.71% | 4,496.76 |
| KOSPI | 0.55% | 3,186.01 |
Provided by Cermati Invest, last update 29 Agustus 2025
Reksa Dana
Memasuki bulan terakhir di kuartal 3, beberapa reksadana terbaik kami pilihkan untuk Anda sesuai dengan jenisnya, pasar uang, pendapatan tetap, campuran, maupun saham. Khusus untuk reksa dana jenis saham dan campuran, dapat kembali masuk bila indeks konstituen sudah cukup koreksinya dan mulai kembali rebound (naik). Jangan lupa gunakan promo yang tersedia untuk investasi Anda di reksa dana. Sesuaikan dengan kriteria Anda. Jika Anda memerlukan Client Advisor kami, jangan sungkan untuk pilih menu Cermati Invest Prioritas.
Bingung cari investasi reksa dana yang aman dan menguntungkan? Cermati Invest solusinya!
Surat Berharga
Beberapa obligasi yang kami pilihkan untuk Anda di saat arah inflasi dan suku bunga cenderung turun dapat dilihat pada tabel di bawah atau di aplikasi Cermati.
Demo Semakin Panas, Pasar Investasi Kembali Diuji Jelang Rilis Data Ekonomi
Pasar keuangan Tanah Air bersiap menghadapi badai pada perdagangan awal September yang tepat jatuh pada hari ini. Kondisi beberapa kota di Indonesia yang makin mencekam akibat aksi anarkis demonstrasi dan ancaman demo untuk kembali berunjuk rasa pada 1 hingga 5 September 2025. Demo lanjutan ini pun dikhawatirkan semakin anarkis usai beberapa kantor kepolisian, Gedung DPR dan fasilitas umum dibakar oleh massa. Beralih ke rupiah, nilai tukar rupiah terhadap dolar AS pada Jumat (29/8/2025) ditutup melemah 0.89% di level Rp16.485/US$1. Pelemahan ini adalah yang tertajam dan menjadi level terendah rupiah sejak 1 Agustus 2025.
Demo yang berlangsung selama tiga hari beruntun mulai dari Kamis, Jumat, hingga Sabtu pekan lalu (30/8/2025) menjadi catatan demo paling anarkis tahun ini. Kekhawatiran mengenai aksi yang lebih buruk lagi dalam demo lanjutan pekan ini mulai dari 1 hingga 5 September 2025, dapat mendorong keluarnya aliran dana asing terutama di pasar saham. Pekan ini juga akan ada rilis data ekonomi penting, Badan Pusat Statistik (BPS) akan merilis data inflasi Indonesia dan neraca perdagangan bulan Juli 2025. Inflasi diperkirakan akan melandai pada Agustus 2025 seiring melemahnya harga sejumlah bahan pokok dan Bahan Bakar Minyak (BBM) non-subsidi. Bursa Efek Indonesia (BEI) akan menggelar konferensi pers terkait stabilitas pasar modal Indonesia. Konferensi pers ini diharapkan menjawab kekhawatiran investor saham terhadap kegaduhan politik dan aksi demo yang panas pekan lalu.
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 |
| Cipta Dana Cash | 1777.14 | 0.63% | 1.67% | 3.00% | 4.07% | 5.95% | 16.64% | 77.71% | 8 Jun 2015 | 263.98 B |
| Insight Money Syariah | 1697.22 | 0.52% | 1.61% | 3.09% | 3.97% | 6.09% | 17.20% | 69.72% | 30 Sep 2015 | 177.14 B |
| BRI Seruni Pasar Uang Syariah | 1379.57 | 0.49% | 1.48% | 2.78% | 3.75% | 5.49% | 15.53% | 37.96% | 19 Jul 2018 | 912.66 B |
| Danakita Stabil Pasar Uang | 1664.65 | 0.48% | 1.35% | 2.57% | 3.40% | 5.18% | 14.71% | 66.47% | 10 Sep 2015 | 73.68 B |
| BNI-AM Dana Likuid Kelas A | 1966.27 | 0.47% | 1.46% | 2.77% | 3.55% | 5.21% | 13.13% | 96.63% | 27 Dec 2012 | 392.90 B |
| Syailendra Dana Kas | 1742.15 | 0.47% | 1.44% | 2.65% | 3.46% | 5.25% | 14.74% | 74.22% | 12 Jun 2015 | 1.79 T |
| BRI Seruni Pasar Uang III | 1820.52 | 0.45% | 1.35% | 2.69% | 3.57% | 5.53% | 14.81% | 82.05% | 16 Feb 2010 | 2.54 T |
| Insight Retail Cash Fund | 1644.31 | 0.45% | 1.77% | 3.34% | 4.18% | 6.28% | 16.01% | 64.43% | 13 Apr 2018 | 7.15 B |
| Setiabudi Dana Pasar Uang | 1559.58 | 0.45% | 1.38% | 2.75% | 3.64% | 5.60% | 15.86% | 55.96% | 23 Dec 2016 | 556.59 B |
| Trimegah Kas Syariah | 1475.82 | 0.44% | 1.35% | 2.65% | 3.49% | 5.37% | 15.22% | 47.58% | 30 Dec 2016 | 1.31 T |
| Bahana Likuid Syariah Kelas G | 1246.54 | 0.43% | 1.31% | 2.60% | 3.46% | 5.33% | 14.65% | 24.65% | 12 Jul 2016 | 566.20 B |
| HPAM Ultima Money Market | 1665.61 | 0.43% | 1.31% | 2.63% | 3.43% | 5.32% | 15.18% | 66.56% | 10 Jun 2015 | 662.34 B |
| TRIM Kas 2 Kelas A | 1964.78 | 0.43% | 1.33% | 2.70% | 3.59% | 5.50% | 15.13% | 96.48% | 8 Apr 2008 | 5.41 T |
Provided by Cermati Invest, last update 29 Agustus 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1112.50 | 1.69% | 2.94% | 3.99% | 5.82% | 4.72% | - | 11.25% | 1 Sep 2022 | 90.52 B |
| Insight Renewable Energy Fund | 2441.55 | 1.56% | 3.33% | 5.37% | 6.49% | 9.69% | 22.39% | 144.15% | 22 Jun 2011 | 1.23 T |
| BRI Brawijaya Abadi Pendapatan Tetap | 1473.11 | 1.45% | 3.90% | 5.64% | 8.56% | 7.50% | 21.11% | 47.31% | 25 Feb 2019 | 76.66 B |
| Insight Haji Syariah | 5393.83 | 1.20% | 3.13% | 5.20% | 6.55% | 9.79% | 24.81% | 439.38% | 13 Jan 2005 | 2.17 T |
| HPAM Pendapatan Tetap Prima | 1087.81 | 1.09% | 1.22% | 1.68% | 2.71% | 2.96% | 6.97% | 8.78% | 29 Oct 2018 | 536.19 B |
| TRIM Dana Tetap 2 Kelas A | 3401.12 | 1.00% | 2.38% | 4.18% | 5.75% | 8.14% | 18.65% | 240.11% | 13 May 2008 | 2.38 T |
| Trimegah Fixed Income Plan | 1192.61 | 1.00% | 1.39% | 2.12% | 3.59% | 3.81% | 6.46% | 19.26% | 23 May 2019 | 3.40 T |
| Bahana Obligasi Ganesha Kelas D | 1028.48 | 0.97% | 1.79% | 2.64% | 3.11% | 4.80% | 4.33% | 2.85% | 26 Oct 2020 | 475.65 B |
| HPAM Government Bond | 1646.85 | -1.37% | 0.92% | 2.97% | 2.86% | 3.01% | 16.52% | 64.69% | 18 May 2016 | 22.52 B |
Provided by Cermati Invest, last update 29 Agustus 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Setiabudi Dana Campuran | 1553.88 | 1.57% | 4.16% | 17.54% | 7.84% | 4.37% | 19.35% | 55.39% | 25 Sep 2017 | 81.54 B |
| Syailendra Balanced Opportunity Fund | 3523.27 | 1.56% | 5.85% | 19.00% | 7.47% | 4.98% | 6.35% | 252.33% | 22 Apr 2008 | 64.24 B |
| HPAM Flexi Indonesia Sehat Kelas A | 2226.65 | -0.45% | 8.76% | 19.59% | 15.37% | 6.20% | 32.04% | 122.67% | 2 Mar 2011 | 68.28 B |
| TRIM Kombinasi 2 | 2934.21 | -1.09% | 10.93% | 21.79% | 7.96% | 7.58% | 12.21% | 193.42% | 10 Nov 2006 | 23.63 B |
| TRIM Syariah Berimbang | 3515.97 | -1.09% | 9.07% | 19.65% | 5.95% | 11.22% | 11.91% | 251.60% | 27 Dec 2006 | 29.37 B |
| Trimegah Balanced Absolute Strategy Kelas A | 1952.46 | -1.11% | 10.34% | 22.51% | 8.89% | 10.51% | 13.51% | 95.25% | 28 Dec 2018 | 267.29 B |
Provided by Cermati Invest, last update 29 Agustus 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Cipta Saham Unggulan | 3067.47 | 3.90% | 2.48% | 19.50% | 6.20% | 4.11% | 9.58% | 206.75% | 4 Dec 2018 | 37.31 B |
| SAM Indonesian Equity Fund | 2567.07 | 3.45% | 10.41% | 22.08% | 7.96% | 8.20% | 16.99% | 156.71% | 18 Oct 2011 | 1.03 T |
| Cipta Saham Unggulan Syariah | 2496.20 | 3.42% | 6.46% | 22.01% | 11.24% | 8.56% | 1.45% | 149.62% | 5 Sep 2018 | 14.99 B |
| Eastspring IDX ESG Leaders Plus Kelas A | 925.43 | 2.48% | -1.92% | 14.11% | 1.42% | -9.12% | -6.37% | -7.46% | 12 Jan 2022 | 131.20 B |
| Syailendra MSCI Indonesia Value Index Fund Kelas A | 1039.10 | 1.89% | -2.08% | 22.27% | 1.64% | -7.85% | -3.16% | 3.91% | 8 Jun 2018 | 694.68 B |
| Insight Sri Kehati Likuid - I Sri Likuid | 1069.91 | 1.85% | -2.90% | 18.21% | -0.40% | -9.96% | -2.29% | 6.99% | 29 Mar 2018 | 9.70 B |
| BNI-AM Indeks IDX Growth30 Kelas R1 | 1083.67 | 0.59% | -2.04% | 17.95% | -1.60% | -9.59% | -2.82% | 8.37% | 27 Jan 2022 | 2.07 B |
| Batavia Dana Saham Optimal | 2974.76 | 0.48% | -0.96% | 10.77% | -4.20% | -8.67% | -6.72% | 197.48% | 19 Oct 2006 | 208.20 B |
| Cipta Rencana Cerdas | 16441.72 | 0.25% | -2.77% | 12.42% | -1.98% | -8.13% | -3.77% | 1544.17% | 9 Jul 1999 | 57.84 B |
| Principal Indo Domestic Equity Fund | 732.01 | -0.37% | 4.31% | 18.79% | -0.09% | -9.09% | -13.93% | -26.80% | 11 Apr 2013 | 17.12 B |
| TRIM Kapital | 10875.40 | -0.50% | 1.51% | 15.50% | 0.01% | -5.54% | -5.50% | 987.54% | 19 Mar 1997 | 268.61 B |
| Principal Islamic Equity Growth Syariah | 1250.66 | -0.57% | 10.12% | 24.15% | 8.64% | 5.94% | 3.01% | 25.07% | 10 Sep 2007 | 77.67 B |
| Principal Total Return Equity Fund Kelas O | 3327.89 | -0.60% | 8.66% | 24.29% | 5.71% | 0.04% | -6.33% | 232.79% | 1 Jul 2005 | 23.81 B |
| TRIM Kapital Plus | 4484.72 | -1.39% | 1.51% | 17.65% | 1.36% | 1.16% | 9.64% | 348.47% | 18 Apr 2008 | 333.72 B |
| UOBAM Sustainable Equity Indonesia | 907.30 | -1.80% | 2.50% | 17.40% | -3.00% | -8.33% | -12.82% | -9.27% | 4 Aug 2021 | 102.95 B |
| BRI Syariah Saham | 733.91 | -2.62% | 6.69% | 20.57% | 1.58% | -3.23% | -20.13% | -26.61% | 18 Sep 2014 | 13.06 B |
| HPAM Ultima Ekuitas 1 | 3261.64 | -2.85% | 18.96% | 32.53% | 19.49% | 7.84% | 24.63% | 226.16% | 2 Nov 2009 | 912.81 B |
| Batavia Dana Saham | 54490.82 | -3.27% | -6.47% | 4.86% | -10.38% | -16.05% | -12.49% | 5349.08% | 16 Dec 1996 | 1.56 T |
| Bahana Primavera Plus | 12134.96 | -3.53% | 4.41% | 23.88% | 3.78% | -7.86% | -23.28% | 1113.50% | 27 May 1997 | 49.60 B |
| TRIM Syariah Saham | 1912.58 | -3.98% | 11.27% | 25.44% | 4.32% | 7.73% | -3.57% | 91.26% | 27 Dec 2006 | 97.31 B |
| HPAM Ekuitas Syariah Berkah | 2293.26 | -8.88% | 20.82% | 33.80% | 20.21% | 10.05% | 65.56% | 129.33% | 20 Jan 2020 | 1.53 T |
Provided by Cermati Invest, last update 29 Agustus 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 1.2895 | 4.86% | 30.81% | 37.97% | 37.87% | 32.99% | 22.94% | 28.95% | 28 Oct 2016 | 1.73 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.6913 | 1.41% | 12.61% | 6.72% | 15.02% | 22.47% | -9.64% | -30.87% | 15 Jun 2020 | 6.35 M |
| BRI Melati Premium Dollar | 1.4417 | 1.13% | 3.05% | 2.95% | 5.53% | 1.05% | 7.23% | 44.17% | 19 Feb 2007 | 1.97 M |
| Batavia Technology Sharia Equity USD | 1.2533 | 1.02% | 12.08% | 13.70% | 7.14% | 13.25% | 52.67% | 25.33% | 16 Feb 2022 | 68.23 M |
| STAR Fixed Income Dollar | 1.0576 | 0.56% | 1.27% | 2.19% | 2.80% | 4.32% | 15.16% | 5.76% | 10 Jul 2017 | 15.14 M |
| Batavia USD Bond Fund | 1.0613 | 0.53% | 1.30% | 2.36% | 3.75% | 0.76% | - | 6.13% | 18 Oct 2022 | 69.98 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.9816 | 0.40% | -0.05% | 0.97% | 2.52% | 0.12% | 5.80% | -1.84% | 8 Mar 2021 | 3.44 M |
| Batavia Global ESG Sharia Equity USD | 1.2119 | -0.66% | 3.34% | 5.67% | 5.93% | 2.95% | 25.65% | 21.19% | 27 Jan 2021 | 7.83 M |
| BRI G20 Sharia Equity Fund Dollar | 1.2261 | -1.38% | 2.74% | 4.62% | 3.57% | -1.30% | 25.95% | 22.61% | 3 Dec 2019 | 1.38 M |
Provided by Cermati Invest, last update 29 Agustus 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 | 101 | 100 | 6.28% | BBB |
| FR0097 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 102.3 | 101.3 | 6.90% | BBB |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 98.4 | 97.4 | 6.90% | BBB |
| BWPT01BCN2 | IDA0001522B2 | IDR | 11.00% | 26-Feb-28 | 101 | 100 | 10.56% | idA- |
| INKP05BCN1 | IDA0001485B2 | IDR | 10.75% | 4-Oct-29 | 101.25 | 100.25 | 10.38% | idA+ |
Provided by Cermati Invest, last update 29 Agustus 2025
Event Calendar
| Monday, 01 September 2025 | Previous | Consensus | Forecast | ||
| 6:50 AM | JP | Capital Spending YoY Q2 | 6.4% | 6.2% | 6.0% |
| 8:45 AM | CN | Caixin Manufacturing PMI AUG | 49.5 | 49.5 | 49.7 |
| 11:00 AM | ID | Balance of Trade JUL | $4.11B | $6.0B | |
| 11:00 AM | ID | Inflation Rate YoY AUG | 2.4% | 2.4% | |
| 1:00 PM | RU | S&P Global Manufacturing PMI AUG | 47.0 | 46.7 | |
| 1:00 PM | GB | Nationwide Housing Prices MoM AUG | 0.6% | 0.2% | 0.5% |
| 1:00 PM | GB | Nationwide Housing Prices YoY AUG | 2.4% | 4.2% | |
| 3:30 PM | GB | BoE Consumer Credit JUL | £1.417B | £1.3B | |
| 3:30 PM | GB | Mortgage Approvals JUL | 64.17K | 64K | 64.0K |
| 3:30 PM | GB | Mortgage Lending JUL | £5.34B | £2.5B | |
| Tuesday, 02 September 2025 | Previous | Consensus | Forecast | ||
| 8:30 AM | JP | BoJ Himino Speech | |||
| 9:00 PM | US | ISM Manufacturing PMI AUG | 48.0 | 48.6 | 48.2 |
| 9:00 PM | US | ISM Manufacturing Employment AUG | 43.4 | 43.2 | |
| Wednesday, 03 September 2025 | Previous | Consensus | Forecast | ||
| 8:45 AM | CN | Caixin Services PMI AUG | 52.6 | 52.5 | 52.4 |
| 2:30 PM | GB | BoE L Mann Speech | |||
| 6:00 PM | US | MBA 30-Year Mortgage Rate AUG/29 | 6.69% | ||
| 8:00 PM | US | Fed Musalem Speech | |||
| 9:00 PM | US | JOLTs Job Openings JUL | 7.437M | 7.5M | 7.3M |
| 9:00 PM | US | Factory Orders MoM JUL | -4.8% | -1.4% | -1.1% |
| Thursday, 04 September 2025 | Previous | Consensus | Forecast | ||
| 12:30 AM | US | Fed Kashkari Speech | |||
| 3:30 AM | US | API Crude Oil Stock Change AUG/29 | -0.974M | ||
| 3:30 PM | GB | S&P Global Construction PMI AUG | 44.3 | 45.2 | 45 |
| 7:15 PM | US | ADP Employment Change AUG | 104K | 72K | 65.0K |
| 7:30 PM | US | Balance of Trade JUL | $-60.2B | $-64.2B | $-65.0B |
| 7:30 PM | US | Exports JUL | $277.3B |
$276.0B
|
|
| 7:30 PM | US | Imports JUL | $337.5B |
$341.0B
|
|
| 7:30 PM | US | Initial Jobless Claims AUG/30 | 229K | 232K | 232.0K |
| 9:00 PM | US | ISM Services PMI AUG | 50.1 | 50.5 | 50.2 |
| 11:00 PM | US | EIA Crude Oil Stocks Change AUG/29 | -2.392M | ||
| 11:00 PM | US | EIA Gasoline Stocks Change AUG/29 | -1.236M | ||
| 11:05 PM | US | Fed Williams Speech | |||
| Friday, 05 September 2025 | Previous | Consensus | Forecast | ||
| 6:00 AM | US | Fed Goolsbee Speech | |||
| 6:30 AM | JP | Household Spending MoM JUL | -5.2% | 1.3% | 1.7% |
| 6:30 AM | JP | Household Spending YoY JUL | 1.3% | 2.3% | 1.5% |
| 1:00 PM | DE | Factory Orders MoM JUL | -1.0% | 0.5% | 1.5% |
| 1:00 PM | GB | Retail Sales MoM JUL | 0.9% | 0.2% | 0.3% |
| 1:00 PM | GB | Halifax House Price Index MoM AUG | 0.4% | 0.2% | 0.2% |
| 1:00 PM | GB | Halifax House Price Index YoY AUG | 2.4% | 2.3% | |
| 1:00 PM | GB | Retail Sales YoY JUL | 1.7% | 1.3% | 1.2% |
| 7:30 PM | US | Non Farm Payrolls AUG | 73K | 78K | 75.0K |
| 7:30 PM | US | Unemployment Rate AUG | 4.2% | 4.3% | 4.2% |
| 7:30 PM | US | Average Hourly Earnings MoM AUG | 0.3% | 0.3% | 0.3% |
| 7:30 PM | US | Average Hourly Earnings YoY AUG | 3.9% | 3.9% | |
| 7:30 PM | US | Participation Rate AUG | 62.2% | 62.1% | |
Source: BI, CNBC Indonesia, Bloomberg, Investing, Trading Economics, KSEI, Kaf Sekuritas, 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:
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