Cermati Invest Weekly Update 22 September 2025
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | 2.51% | 8,051.12 |
| ISSI | 2.99% | 197.22 |
| IDX30 | 1.25% | 422.56 |
| FTSE Indonesia | 0.35% | 3,065.90 |
| MSCI Indonesia | 1.28% | 6,309.75 |
| USD/IDR | 1.17% | 16,590.00 |
Provided by Cermati Invest, last update 19 September 2025
IHSG & Saham Pekan Ini
Indeks, pada pekan lalu break new high dan mencatatkan angka tertinggi baru di 8068.009. Foreign net sell walau arah IHSG uptrend dengan beberapa support gap baru di 7854.81 dan 7726.37.
Performa IHSG sejak awal tahun naik (+)13.72% dan kuartal 3 naik (+)16.22%. Jelang kuartal 4, persiapkan investasi Anda untuk performa yang lebih baik lagi sampai akhir tahun, karena apapun yang terjadi, IHSG akan terus naik menuju resistance 8456 - 8481.
Sejak awal tahun 2025 sampai hari ini indeks syariah masih jadi yang terbaik dan bertahan paling tinggi di atas IHSG.
Saham, sejak awal tahun 2025 sampai hari ini urutan teratas sektor terbaik masih di Teknologi, Industri, Basic-Industry, Transportasi, Kesehatan, Infrastruktur, dan Energi. Tetapi, performa terbaik sektoral di kuartal 3 ini tetap Teknologi, Industri, dan Infrastruktur.
Sampai akhir kuartal 3, cermati: PADI, CBDK, RGAS, MTDL, CMNT, MDKA, ALII, DEWA, DEWI, ELTY, GIAA, ARCI, HRTA, DOOH, ANTM.
Pergerakan Rupiah
Setelah hampir 5 bulan nilai 1 dolar Amerika bergerak di kisaran Rp16.050 (support) - Rp16.500 (resistance), akhirnya pekan lalu rupiah benar-benar menembus resistennya dan bergerak menuju Rp16.975 per 1 dolar Amerika. Nilai tukar 1 dolar Amerika saat ini dihargai Rp16.575. Sehingga area baru pergerakan rupiah nantinya akan di sekitar Rp16.425 (support) - Rp16.975 (resistance). Jika rupiah terus melemah, investasi terbaik adalah yang memiliki nilai tukar dolar Amerika seperti emas, kripto, saham luar negeri, saham pertambangan, perkebunan, reksa dana dominasi dolar.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | 1.28% | 3,684.98 |
| Crude Oil WTI | 0.00% | 62.68 |
| Palm Oil c3 F | 0.00% | 4,480.00 |
| Natural Gas | -3.22% | 2.89 |
| Newcastle Coal | 2.63% | 103.35 |
| Nickel | -0.74% | 15,243.88 |
| Tin | -2.28% | 34,127.59 |
| Copper | -0.79% | 9,992.95 |
| Aluminium | -1.01% | 2,672.70 |
| US Soybeans | -0.02% | 1,025.50 |
| Silver | 0.51% | 42.95 |
Provided by Cermati Invest, last update 19 September 2025
Emas & Bitcoin (BTC)
Emas, setiap pekan all time high. Pekan lalu mencatatkan US$3707.55 sebagai harga tertinggi emas dunia, setelah The Fed mengumumkan turunnya suku bunga acuan sebesar 25 basis poin ke 4.25%. Sejak awal tahun 2025, emas dunia naik (+)40.85%, walaupun terkadang ada koreksi, tetapi harga emas segera naik kembali. Bahkan sejak break high pada Agustus lalu, harga emas dunia mencatatkan new high setiap pekannya. Prediksi harga emas dunia sampai akhir tahun 2025 dalam kisaran US$3575 (support) - US$3779 - US$3906 (resistance) per troy ounce. Jika turun ke support, beli lebih banyak.
Bagaimana dengan harga emas dalam negeri (Indonesia)?
Seperti harga emas dunia, harga emas dalam negeri ikut mencatatkan harga tertinggi baru (all time high). Pelemahan rupiah menambah tingginya harga emas di Indonesia, bahkan sejak awal tahun 2025 naik (+)44.93%. Harga emas murni saat ini tembus Rp2.000.000/gram, emas fisik atau logam mulia bahkan sudah Rp2.100.000/gram.
Jadi jangan ketinggalan menabung dan berinvestasi emas, perlahan tapi pasti harga emas terus bergerak lebih tinggi. Menabung emas dapat dilakukan dengan membeli emas digital, harga emas murni, prosesnya lebih mudah daripada membeli emas fisik, lebih aman, tidak perlu perawatan khusus, pertumbuhan nilai investasinya real time dapat dilihat dalam aplikasi. Menabung emas digital cocok dijadikan sebagai cadangan dana darurat yang sewaktu-waktu dapat dicairkan langsung ke rekening dengan harga terkini. Segera beli emas digital sebelum harga naik lebih tinggi lagi, jangan lupa gunakan kode promonya supaya lebih cuan.
Kripto, bergerak menuju puncak.
Ethereum (ETH), cenderung koreksi wajar setelah all time high di US$4958 pada Agustus 2025. Walaupun ada kecenderungan ETH naik menembus angka lebih tinggi, tetapi pekan ini hanya bergerak dalam area US$4050 (support) - US$5000 (resistance). Sejak awal tahun 2025 ETH naik ()+29.85% dan sepanjang kuartal 3 naik (+)74.17%, artinya kuartal 3 ini ETH naik signifikan.
Bitcoin (BTC), setelah all time high di US$123806 pada Agustus 2025, BTC cenderung koreksi wajar. Pekan ini, BTC bergerak dalam kisaran support US$113693 - resistance US$117350. Sejak awal tahun 2025 BTC naik (+)22.69% tapi hanya naik (+)6.81% di kuartal 3 ini.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | 1.05% | 46,315.27 |
| S&P 500 | 1.22% | 6,664.36 |
| FTSE 100 | -0.72% | 9,216.67 |
| DAX | -0.25% | 23,639.41 |
| Nikkei 225 | 0.62% | 45,045.81 |
| Hang Seng | 0.59% | 26,545.10 |
| CSI 300 | -0.44% | 4,501.92 |
| KOSPI | 1.46% | 3,445.24 |
Provided by Cermati Invest, last update 19 September 2025
Reksa Dana
Jelang kuartal 4, di mana suku bunga acuan BI terpangkas jadi 4.75% ditambah dengan pelemahan rupiah saat ini, ada beberapa reksa dana pilihan yang dapat dicermati. Reksa dana saham dan campuran kategori syariah dengan performa 6 bulan terakhir paling tinggi, sehingga performa kedua jenis reksa dana tersebut mulai membaik dan positif.
Reksa dana pasar uang pilih yang performanya di atas 5% setahun, sedangkan jenis pendapatan tetap bahkan ada yang mencapai 10% setahun terakhir. Semua pilihan tersebut dapat Anda lihat dalam tabel.
Jangan lupa gunakan promo yang tersedia untuk investasi Anda di reksa dana dan berinvestlah pada kelas asset yang sesuai 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.
Era Suku Bunga Tinggi Berakhir, Pasar Investasi Kembali Diuji
Pasar keuangan domestik menutup perdagangan pekan lalu dengan bergam. Indeks Harga Saham Gabungan (IHSG) berhasil menorehkan rekor penutupan tertinggi sepanjang masa di level 8.051,12 pada Jumat (19/9/2025). Namun di sisi lain, rupiah justru melemah ke posisi terendah dalam empat bulan terakhir. Tekanan pada rupiah dipicu kombinasi penguatan dolar Amerika Serikat serta keluarnya modal asing yang dipicu instabilitas politik dalam negeri. Bank Indonesia (BI) menurunkan suku bunga acuan sebesar 25 basis poin (bps) menjadi 4.75%. Langkah ini dinilai sebagai stimulus penting untuk mendorong pertumbuhan perekonomian nasional. Selain itu, BI juga meluncurkan kebijakan ekspansi likuiditas moneter dan makroprudensial yang longgar guna menurunkan biaya pinjaman, meningkatkan likuiditas, serta mendorong kredit dan pembiayaan.
Kebijakan ini memberi peluang besar bagi dunia usaha, terutama sektor produktif, untuk mendapatkan modal dengan biaya lebih rendah. Bank Sentral Amerika akhirnya memangkas suku bunga sebanyak 25 basis poin menjadi 4 - 4.25% setelah tertahan selama sembilan bulan terakhir. Dampak pemangkasan ini yaitu aliran modal asing berpotensi kembali masuk ke pasar negara berkembang, termasuk Indonesia.
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 | 1783.120 | 0.59% | 1.63% | 3.07% | 4.42% | 6.01% | 16.61% | 78.31% | 8 Jun 2015 | 279.27 B |
| Insight Money Syariah | 1703.143 | 0.51% | 1.55% | 3.13% | 4.33% | 6.10% | 17.38% | 70.31% | 30 Sep 2015 | 138.78 B |
| HPAM Ultima Money Market | 1671.507 | 0.50% | 1.35% | 2.75% | 3.79% | 5.38% | 15.36% | 67.15% | 10 Jun 2015 | 1.21 T |
| Insight Retail Cash Fund | 1649.889 | 0.50% | 1.75% | 3.34% | 4.53% | 6.30% | 16.17% | 64.99% | 13 Apr 2018 | 12.35 B |
| Danakita Stabil Pasar Uang | 1669.960 | 0.48% | 1.37% | 2.63% | 3.73% | 5.19% | 14.86% | 67.00% | 10 Sep 2015 | 69.70 B |
| Syailendra Dana Kas | 1747.830 | 0.48% | 1.42% | 2.76% | 3.80% | 5.29% | 14.86% | 74.78% | 12 Jun 2015 | 1.97 T |
| BNI-AM Dana Likuid Kelas A | 1972.190 | 0.47% | 1.44% | 2.82% | 3.87% | 5.22% | 13.29% | 97.22% | 27 Dec 2012 | 462.39 B |
| BRI Seruni Pasar Uang III | 1826.008 | 0.46% | 1.35% | 2.71% | 3.88% | 5.50% | 14.96% | 82.60% | 16 Feb 2010 | 3.08 T |
| BRI Seruni Pasar Uang Syariah | 1383.521 | 0.45% | 1.43% | 2.77% | 4.04% | 5.38% | 15.74% | 38.35% | 19 Jul 2018 | 1.03 T |
| Setiabudi Dana Pasar Uang | 1564.317 | 0.45% | 1.36% | 2.75% | 3.95% | 5.60% | 16.00% | 56.43% | 23 Dec 2016 | 563.42 B |
| Bahana Likuid Syariah Kelas G | 1250.070 | 0.44% | 1.27% | 2.60% | 3.75% | 5.30% | 14.80% | 25.01% | 12 Jul 2016 | 540.01 B |
| TRIM Kas 2 Kelas A | 1970.417 | 0.43% | 1.29% | 2.70% | 3.89% | 5.48% | 15.23% | 97.04% | 8 Apr 2008 | 5.52 T |
| Trimegah Kas Syariah | 1480.107 | 0.43% | 1.32% | 2.67% | 3.79% | 5.35% | 15.33% | 48.01% | 30 Dec 2016 | 1.38 T |
Provided by Cermati Invest, last update 19 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| UOBAM Inovasi Obligasi Nasional | 1081.878 | 2.35% | 2.69% | 3.31% | 6.23% | 7.00% | 19.33% | 8.19% | 12 Jan 2021 | 93.40 B |
| BRI Melati Pendapatan Utama | 2014.528 | 1.94% | 4.11% | 6.64% | 7.76% | 6.67% | 18.31% | 101.45% | 27 Sep 2012 | 55.01 B |
| SAM Sukuk Syariah Sejahtera | 2496.043 | 1.91% | 2.23% | 2.56% | 3.92% | 1.77% | 2.24% | 149.60% | 29 Oct 1997 | 47.37 B |
| Syailendra Fixed Income Fund Kelas A | 2779.630 | 1.90% | 4.38% | 6.97% | 8.46% | 6.90% | 20.93% | 177.96% | 8 Dec 2011 | 282.51 B |
| Eastspring Investments Yield Discovery Kelas A | 1676.710 | 1.77% | 3.42% | 4.53% | 5.70% | 3.92% | 5.33% | 67.67% | 29 May 2013 | 120.80 B |
| Insight Renewable Energy Fund | 2467.792 | 1.63% | 3.92% | 6.08% | 7.64% | 10.44% | 23.63% | 146.78% | 22 Jun 2011 | 1.25 T |
| Insight Haji Syariah | 5455.864 | 1.57% | 3.62% | 6.00% | 7.78% | 10.39% | 25.79% | 445.59% | 13 Jan 2005 | 2.55 T |
| Eastspring IDR Fixed Income Fund Kelas A | 1859.270 | 1.54% | 3.87% | 6.39% | 7.75% | 6.23% | 19.07% | 85.93% | 16 Mar 2015 | 327.19 B |
| Sequis Bond Optima | 1585.798 | 1.53% | 3.80% | 6.16% | 7.50% | 5.87% | 14.56% | 58.58% | 8 Sep 2016 | 43.86 B |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1119.990 | 1.47% | 3.87% | 4.41% | 6.54% | 4.96% | 11.80% | 12.00% | 1 Sep 2022 | 92.84 B |
| TRIM Dana Tetap 2 Kelas A | 3436.210 | 1.47% | 2.88% | 5.01% | 6.84% | 8.52% | 19.63% | 243.62% | 13 May 2008 | 2.63 T |
| Principal Total Return Bond Fund | 2691.700 | 1.46% | 1.89% | 4.27% | 5.58% | 2.03% | 2.90% | 169.17% | 21 Aug 2008 | 17.04 B |
| Trimegah Fixed Income Plan | 1204.199 | 1.40% | 1.81% | 2.88% | 4.59% | 4.10% | 7.13% | 20.42% | 23 May 2019 | 3.85 T |
| Danakita Obligasi Negara | 1189.370 | 1.37% | 3.24% | 5.38% | 7.09% | 6.79% | 18.12% | 18.94% | 26 Mar 2021 | 52.61 B |
| BRI Brawijaya Abadi Pendapatan Tetap | 1485.459 | 1.34% | 4.01% | 7.03% | 9.47% | 7.55% | 22.69% | 48.55% | 25 Feb 2019 | 81.08 B |
| HPAM Government Bond | 1659.301 | 1.33% | 0.94% | 3.89% | 3.64% | 3.02% | 17.52% | 65.93% | 18 May 2016 | 23.37 B |
| HPAM Pendapatan Tetap Prima | 1096.447 | 1.18% | 1.54% | 2.11% | 3.52% | 3.33% | 7.03% | 9.64% | 29 Oct 2018 | 613.07 B |
| Bahana Obligasi Ganesha Kelas D | 1034.690 | 1.06% | 2.14% | 3.46% | 3.73% | 4.82% | 4.95% | 3.47% | 26 Oct 2020 | 557.91 B |
| Eastspring Investments IDR High Grade Kelas A | 1696.480 | 1.06% | 2.38% | 3.98% | 4.06% | 1.26% | 12.77% | 69.65% | 9 Jan 2013 | 4.40 T |
Provided by Cermati Invest, last update 19 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Syailendra Balanced Opportunity Fund | 3721.430 | 6.57% | 12.80% | 28.03% | 13.51% | 10.06% | 12.16% | 272.14% | 22 Apr 2008 | 64.82 B |
| TRIM Syariah Berimbang | 3600.700 | 2.60% | 9.64% | 32.24% | 8.50% | 9.32% | 14.52% | 260.07% | 27 Dec 2006 | 38.35 B |
| HPAM Flexi Indonesia Sehat Kelas A | 2277.859 | 2.09% | 9.99% | 24.31% | 18.03% | 9.59% | 34.57% | 127.79% | 2 Mar 2011 | 66.93 B |
| Trimegah Balanced Absolute Strategy Kelas A | 1982.760 | 1.71% | 8.19% | 32.56% | 10.58% | 7.19% | 15.91% | 98.28% | 28 Dec 2018 | 284.27 B |
| Setiabudi Dana Campuran | 1583.658 | 1.08% | 7.71% | 18.65% | 9.90% | 4.09% | 20.48% | 58.37% | 25 Sep 2017 | 78.51 B |
| TRIM Kombinasi 2 | 2953.390 | 1.07% | 7.85% | 31.45% | 8.67% | 4.51% | 11.92% | 195.34% | 10 Nov 2006 | 25.14 B |
Provided by Cermati Invest, last update 19 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Cipta Saham Unggulan | 3123.780 | 3.71% | 7.82% | 17.11% | 8.15% | 3.64% | 8.91% | 212.38% | 4 Dec 2018 | 33.40 B |
| Syailendra Equity Opportunity Fund | 4279.450 | 3.51% | 9.06% | 24.35% | 4.30% | -1.72% | 5.51% | 327.95% | 7 Jun 2007 | 135.83 B |
| TRIM Syariah Saham | 1994.220 | 2.96% | 13.03% | 41.20% | 8.78% | 6.76% | 0.16% | 99.42% | 27 Dec 2006 | 80.25 B |
| SAM Indonesian Equity Fund | 2680.070 | 2.76% | 17.38% | 36.57% | 12.71% | 10.97% | 19.02% | 168.01% | 18 Oct 2011 | 1.02 T |
| Principal Islamic Equity Growth Syariah | 1277.890 | 2.21% | 11.69% | 29.78% | 11.01% | 6.11% | 3.21% | 27.79% | 10 Sep 2007 | 78.43 B |
| Cipta Saham Unggulan Syariah | 2490.550 | 1.74% | 9.11% | 20.96% | 10.99% | 3.65% | -0.11% | 149.06% | 5 Sep 2018 | 15.93 B |
| Principal Total Return Equity Fund Kelas O | 3347.680 | 1.36% | 8.05% | 27.26% | 6.33% | -2.32% | -7.05% | 234.77% | 1 Jul 2005 | 23.37 B |
| BRI Syariah Saham | 756.357 | 0.95% | 8.78% | 27.14% | 4.68% | -4.13% | -18.28% | -24.36% | 18 Sep 2014 | 12.96 B |
| TRIM Kapital Plus | 4596.980 | 0.41% | 7.09% | 22.01% | 3.90% | -1.19% | 8.67% | 359.70% | 18 Apr 2008 | 244.22 B |
| HPAM Ekuitas Syariah Berkah | 2375.492 | -0.99% | 17.18% | 44.97% | 24.52% | 7.92% | 71.38% | 137.55% | 20 Jan 2020 | 1.43 T |
| HPAM Ultima Ekuitas 1 | 3278.314 | -1.79% | 14.98% | 37.91% | 20.10% | 1.98% | 22.43% | 227.83% | 2 Nov 2009 | 709.20 B |
Provided by Cermati Invest, last update 19 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 1.42369 | 11.97% | 33.23% | 53.37% | 52.22% | 47.52% | 48.39% | 42.37% | 28 Oct 2016 | 2.13 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.75785 | 9.07% | 19.17% | 13.82% | 26.09% | 32.77% | 9.28% | -24.22% | 15 Jun 2020 | 6.87 M |
| Batavia Technology Sharia Equity USD | 1.29510 | 5.63% | 12.02% | 25.85% | 10.71% | 17.52% | 71.65% | 29.51% | 16 Feb 2022 | 103.74 M |
| Batavia Global ESG Sharia Equity USD | 1.23370 | 2.20% | 4.27% | 10.54% | 7.83% | 4.37% | 34.67% | 23.37% | 27 Jan 2021 | 7.27 M |
| BRI G20 Sharia Equity Fund Dollar | 1.24840 | 2.06% | 3.00% | 8.78% | 5.46% | 0.86% | 35.71% | 24.84% | 3 Dec 2019 | 1.38 M |
| BRI Melati Premium Dollar | 1.45452 | 0.94% | 2.97% | 4.60% | 6.47% | 0.71% | 9.10% | 45.45% | 19 Feb 2007 | 2.15 M |
| STAR Fixed Income Dollar | 1.06144 | 0.56% | 1.42% | 2.29% | 3.18% | 4.36% | 15.30% | 6.14% | 10 Jul 2017 | 17.29 M |
| Batavia USD Bond Fund | 1.06470 | 0.47% | 1.23% | 2.63% | 4.09% | 0.50% | - | 6.47% | 18 Oct 2022 | 39.53 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.97375 | -0.62% | -0.17% | 0.15% | 1.70% | -1.19% | 5.68% | -2.63% | 8 Mar 2021 | 4.26 M |
Provided by Cermati Invest, last update 19 September 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 19 September 2025
Event Calendar
| Monday, 22 September 2025 | Previous | Consensus | Forecast | ||
| 8:15 AM | CN | Loan Prime Rate 1Y | 3.0% | 3.0% | 3.0% |
| 8:15 AM | CN | Loan Prime Rate 5Y SEP | 3.5% | 3.5% | 3.5% |
| 7:30 PM | US | Chicago Fed National Activity Index AUG | -0.19 | -0.17 | |
| Tuesday, 23 September 2025 | Previous | Consensus | Forecast | ||
| 1:00 AM | GB | BoE Gov Bailey Speech | |||
| 12:00 PM | IN | HSBC Composite PMI Flash SEP | 63.2 | 62.9 | |
| 12:00 PM | IN | HSBC Manufacturing PMI Flash SEP | 59.3 | 59.5 | |
| 12:00 PM | IN | HSBC Services PMI Flash SEP | 62.9 | 62.5 | |
| 2:30 PM | DE | HCOB Manufacturing PMI Flash SEP | 49.8 | 50.1 | 50.0 |
| 2:30 PM | DE | HCOB Composite PMI Flash SEP | 50.5 | 50.5 | 50.1 |
| 2:30 PM | DE | HCOB Services PMI Flash SEP | 49.3 | 49.5 | 49.9 |
| 3:30 PM | GB | S&P Global Manufacturing PMI Flash SEP | 47.0 | 47.2 | 47.5 |
| 3:30 PM | GB | S&P Global Services PMI Flash SEP | 54.2 | 53.6 | 53.8 |
| 4:00 PM | GB | BoE Pill Speech | |||
| 5:00 PM | GB | CBI Industrial Trends Orders SEP | -33.0 | -30.0 | -30.0 |
| 7:30 PM | US | Current Account Q2 | $-450.2B | $-270B | $-315.0B |
| 8:45 PM | US | S&P Global Composite PMI Flash SEP | 55.1 | 54.6 | 54.1 |
| 8:45 PM | US | S&P Global Manufacturing PMI Flash SEP | 53.0 | 51.6 | 52.0 |
| 8:45 PM | US | S&P Global Services PMI Flash SEP | 54.5 | 53.0 | 53.0 |
| 11:35 PM | US | Fed Chair Powell Speech | |||
| Wednesday, 24 September 2025 | Previous | Consensus | Forecast | ||
| 3:30 AM | US | API Crude Oil Stock Change SEP/19 | -3.42M | ||
| 7:30 AM | JP | S&P Global Manufacturing PMI Flash SEP | 49.7 | 50.2 | 50.3 |
| 7:30 AM | JP | S&P Global Services PMI Flash SEP | 53.1 | 53.4 | |
| 3:00 PM | DE | Ifo Business Climate SEP | 89.0 | 89.5 | 89.2 |
| 6:00 PM | US | MBA 30-Year Mortgage Rate SEP/19 | 6.39% | ||
| 9:00 PM | US | New Home Sales AUG | 0.652M | 0.65M | 0.64M |
| 9:00 PM | US | New Home Sales MoM AUG | -0.6% | -1.8% | |
| 9:30 PM | US | EIA Crude Oil Stocks Change SEP/19 | -9.285M | ||
| 9:30 PM | US | EIA Gasoline Stocks Change SEP/19 | -2.347M | ||
| 11:30 PM | GB | BoE Greene Speech | |||
| Thursday, 25 September 2025 | Previous | Consensus | Forecast | ||
| 6:50 AM | JP | BoJ Monetary Policy Meeting Minutes | |||
| 1:00 PM | DE | GfK Consumer Confidence OCT | -23.6 | -23.0 | -23.0 |
| 5:00 PM | GB | CBI Distributive Trades SEP | -32.0 | -26.0 | -28.0 |
| 7:30 PM | US | Durable Goods Orders MoM AUG | -2.8% | -0.4% | -0.7% |
| 7:30 PM | US | GDP Growth Rate QoQ Final Q2 | -0.5% | 3.3% | 3.3% |
| 7:30 PM | US | Durable Goods Orders Ex Transp MoM AUG | 1.1% | -0.1% | - |
| 7:30 PM | US | GDP Price Index QoQ Final Q2 | 3.8% | 2.0% | 2.0% |
| 7:30 PM | US | Goods Trade Balance Adv AUG | $-103.6B | $-95.2B | $-93.0B |
| 7:30 PM | US | Initial Jobless Claims SEP/20 | 231K | 240K | 240.0K |
| 7:30 PM | US | Retail Inventories Ex Autos MoM Adv AUG | 0.1% | -0.2% | |
| 7:30 PM | US | Wholesale Inventories MoM Adv AUG | 0.1% | 0.1% | -0.1% |
| 9:00 PM | US | Existing Home Sales AUG | 4.01M | 3.98M | 4.0M |
| 9:00 PM | US | Existing Home Sales MoM AUG | 2.0% | -0.2% | |
| Friday, 26 September 2025 | Previous | Consensus | Forecast | ||
| 12:30 PM | JP | BoJ Noguchi Speech | |||
| 7:30 PM | US | Core PCE Price Index MoM AUG | 0.3% | 0.2% | 0.3% |
| 7:30 PM | US | Personal Income MoM AUG | 0.4% | 0.3% | 0.3% |
| 7:30 PM | US | Personal Spending MoM AUG | 0.5% | 0.5% | 0.3% |
| 7:30 PM | US | PCE Price Index MoM AUG | 0.2% | 0.3% | |
| 7:30 PM | US | PCE Price Index YoY AUG | 2.6% | 2.8% | |
| 9:00 PM | US | Michigan Consumer Sentiment Final SEP | 58.2 | 55.9 | 55.4 |
| Saturday, 27 September 2025 | Previous | Consensus | Forecast | ||
| 12:00 AM | US | Fed Bowman Speech | |||
| 12:30 AM | US | Fed Musalem Speech | |||
| 5:00 AM | US | Fed Bostic Speech | |||
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 15 September 2025
- Cermati Invest Weekly Update 8 September 2025
- Cermati Invest Weekly Update 1 September 2025
- Cermati Invest Weekly Update 25 Agustus 2025
