Cermati Invest Weekly Update 29 September 2025
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | 0.60% | 8,099.33 |
| ISSI | 1.28% | 199.74 |
| IDX30 | -0.25% | 421.51 |
| FTSE Indonesia | -1.19% | 3,029.38 |
| MSCI Indonesia | -1.59% | 6,209.19 |
| USD/IDR | 0.91% | 16,730.00 |
Provided by Cermati Invest, last update 26 September 2025
IHSG & Saham Pekan Ini
Indeks, all time high IHSG atau Composite Index ada di 8169.017. Tetapi, tidak diimbangi dengan kinerja emitennya. Banyak emiten yang backdoor listing akhir-akhir ini sehingga membuat harga saham yang jadi incaran pemilik baru bergerak naik tinggi. Kalaupun nantinya IHSG lelah naik dan koreksi wajar tujuannya support 7959—8071. Tetapi, sampai akhir 2025 resistance 9039—9154 sangat mungkin tercapai. Akan lebih cepat jika sektor Perbankan rebound. Performa IHSG sejak awal tahun naik +14.75% dan kuartal 3 naik +17.21%. Jadi, persiapkan investasi Anda untuk performa yang lebih baik lagi sampai akhir tahun. 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 dengan performa terbaik masih dari sektor Industri, Teknologi, Infrastruktur, Basic Industry, Kesehatan, dan Energy.
Emiten yang dapat dicermati: PANI, MPPA, BBCA, MAPA, COCO, DATA, LIVE, ISAT, ELIT, WIRG, HUMI EMTK, BMRI, RATU.
Pergerakan Rupiah
Sudah 8 hari rupiah melemah, saat ini nyaris Rp17.000 per 1 dolar Amerika, ke depannya rupiah akan bergerak di area Rp16.425 (support)—Rp16.975 (resistance). Simpan dolar Amerika? Bisa, selain itu ada beberapa aset dalam rupiah yang tidak kalah menarik untuk dicermati seperti emas, saham luar negeri, saham Indonesia yang income dalam dolar, kripto, reksa dana, dan sebagainya.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | 2.00% | 3,760.24 |
| Crude Oil WTI | 5.08% | 65.72 |
| Palm Oil c3 F | 0.00% | 4,480.00 |
| Natural Gas | 9.68% | 3.21 |
| Newcastle Coal | 0.39% | 103.75 |
| Nickel | -0.61% | 15,150.38 |
| Tin | 1.04% | 34,483.00 |
| Copper | 2.19% | 10,212.20 |
| Aluminium | -0.75% | 2,652.60 |
| US Soybeans | -1.15% | 1,013.75 |
| Silver | 7.18% | 46.66 |
Provided by Cermati Invest, last update 26 September 2025
Emas & Kripto
Emas, setiap pekan all time high, saat ini nyaris tembus US$3800 menuju resisten US$3905—US$4000 per troy ounce. Walaupun beberapa kali koreksi wajar, tetapi performa emas dunia sejak awal 2025 naik +44.46%. Jadi, jika ada kesempatan emas koreksi ke support, beli lebih banyak. Selain emas, ada yang tidak kalah menarik performanya, yaitu Perak dan Platinum.
Bagaimana dengan harga emas dalam negeri (Indonesia)? Pelemahan rupiah turut menyebabkan harga emas naik tinggi, mencetak harga tertinggi baru setiap hari bahkan performanya lebih dari performa harga emas dunia. Sejak awal 2025 harga emas sudah naik +50.81%. Saat ini harga emas murni sudah tembus Rp2.050.000/gram menuju resisten Rp2.630.000/gram, dengan demikian emas fisik atau logam mulia yang saat ini berkisar Rp2.150.000/gram akan naik jadi Rp2.730.000/gram. Kalaupun turun, harganya hanya ke kisaran support Rp1.960.000/gram untuk emas digital dan Rp2.060.000/gram untuk logam mulia (emas fisik).
Jangan ketinggalan membeli, menabung, dan berinvestasi emas, perlahan tapi pasti harga emas terus bergerak lebih tinggi. Menabung emas dapat dilakukan dengan membeli emas digital yang merupakan 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,
Ethereum (ETH), all time high di US$4958 pada Agustus 2025.
Pekan ini masih berpotensi koreksi dalam area US$3815 (support) - US$4455 (resistance). Walau demikian, di sepanjang kuartal 3 ini ETH sudah naik banyak +65.42% dan sejak awal tahun 2025 +23.15%.
Bitcoin (BTC), all time high di US$123806 pada Agustus 2025.
Pekan ini BTC cenderung koreksi dan bergerak dalam kisaran support US$104373—resistance US$117350. Kuartal 3 ini BTC naik +4.32% dan sejak awal tahun 2025 BTC naik +19.73%.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | -0.15% | 46,247.29 |
| S&P 500 | -0.31% | 6,643.70 |
| FTSE 100 | 0.74% | 9,284.83 |
| DAX | 0.42% | 23,739.47 |
| Nikkei 225 | 0.25% | 45,354.99 |
| Hang Seng | -1.57% | 26,128.20 |
| CSI 300 | 1.07% | 4,550.05 |
| KOSPI | -1.72% | 3,386.05 |
Provided by Cermati Invest, last update 26 September 2025
Reksa Dana
Pekan ini banyak data ekonomi rilis, inflasi Indonesia pada hari Rabu siang dan NFP Amerika pada Jumat malam (WIB), sehingga perlu diperhatikan nilai tukar rupiah terhadap dolar amerika yang saat ini sudah bergerak nyaris Rp17.000.
Walaupun suku bunga acuan Bank Indonesia cenderung turun di bawah 4.75%, tetapi ada beberapa reksa dana yang performanya jauh lebih tinggi dari pada deposito perbankan rata-rata. Misalkan, reksa dana pasar uang yang 1 tahun terakhir memiliki performa di atas 6%, reksa dana pendapatan tetap yang performanya 8% - 11% dalam 1 tahun terakhir. Selain itu, ada pilihan reksa dana campuran dan saham yang tidak kalah menarik dengan performa di atas 10% dalam 1 tahun terakhir, bahkan 20% sejak awal tahun 2025, sehingga performa kedua jenis reksa dana tersebut membaik dan positif.
Semua pilihan tersebut dapat Anda lihat dalam tabel. Jangan lupa gunakan promo yang tersedia untuk membeli reksa dana dan berinvestlah pada kelas aset 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 juga dapat dilihat dalam tabel atau langsung di aplikasi Cermati.
Menjelang Akhir Bulan, Banjir Rilis Data Ekonomi Penting
Menjelang pergantian bulan, pasar keuangan bersiap menghadapi banyak tantangan pekan ini karena akan banyak data ekonomi yang rilis yang dapat memengaruhi baik Indeks Harga Saham Gabungan (IHSG) maupun rupiah. Nilai tukar rupiah terhadap dolar AS terus melemah sepekan kemarin ke level Rp16.725/US$. Korelasi negatif antara sentimen global dan kelemahan struktur domestik menjadi tekanan valuta asing dan mendorong arus modal keluar secara agresif. Pada pekan ini, Badan Pusat Statistik (BPS) akan merilis data inflasi Indonesia periode September 2025. Sebelumnya, BPS mengumumkan Indeks Harga Konsumen (IHK) turun atau deflasi pada Agustus 2025 sebesar 0.08%. Selain itu, BPS juga akan merilis data neraca dagang RI periode Agustus beserta pertumbuhan ekspor dan impor. Data penting lainnya yaitu dari Amerika Serikat yang akan mengumumkan beberapa data tenaga kerja pada pekan ini. Laporan JOLTS (Job Openings and Labor Turnover Survey) Amerika Serikat (AS) periode Agustus 2025, data pengangguran September, dan Non-Farm Payroll.
Performance IHSG, XAUUSD (Gold), BTCUSD & USDIDR since Jan 2025 (YtD)
Reksa Dana
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PASAR UANG | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Ultima Money Market | 1674.3359 | 0.57% | 1.38% | 2.78% | 3.97% | 5.45% | 15.48% | 67.43% | 10 Jun 2015 | 1.21 T |
| Cipta Dana Cash | 1784.98 | 0.53% | 1.62% | 3.12% | 4.53% | 6.04% | 16.65% | 78.50% | 8 Jun 2015 | 279.27 B |
| Insight Money Syariah | 1705.0791 | 0.51% | 1.54% | 3.13% | 4.45% | 6.11% | 17.44% | 70.51% | 30 Sep 2015 | 138.78 B |
| Insight Retail Cash Fund | 1651.7159 | 0.50% | 1.73% | 3.33% | 4.65% | 6.30% | 16.23% | 65.17% | 13 Apr 2018 | 12.35 B |
| Syailendra Dana Kas | 1749.727 | 0.48% | 1.42% | 2.80% | 3.91% | 5.31% | 14.91% | 74.97% | 12 Jun 2015 | 1.97 T |
| Danakita Stabil Pasar Uang | 1671.41 | 0.45% | 1.36% | 2.63% | 3.82% | 5.17% | 14.95% | 67.14% | 10 Sep 2015 | 69.70 B |
| SAM Dana Kas | 1486.1597 | 0.45% | 1.64% | 2.96% | 4.23% | 4.94% | 13.78% | 48.62% | 10 Feb 2017 | 72.65 B |
| Setiabudi Dana Pasar Uang | 1565.9031 | 0.45% | 1.35% | 2.75% | 4.06% | 5.60% | 16.06% | 56.59% | 23 Dec 2016 | 563.42 B |
| BNI-AM Dana Likuid Kelas A | 1973.79 | 0.43% | 1.41% | 2.83% | 3.95% | 5.20% | 13.44% | 97.38% | 27 Dec 2012 | 462.39 B |
| BRI Seruni Pasar Uang III | 1827.5254 | 0.43% | 1.33% | 2.71% | 3.97% | 5.43% | 15.05% | 82.75% | 16 Feb 2010 | 3.08 T |
| Trimegah Kas Syariah | 1481.5124 | 0.43% | 1.32% | 2.67% | 3.89% | 5.34% | 15.36% | 48.15% | 30 Dec 2016 | 1.38 T |
| UOBAM ESG Pasar Uang Indonesia | 1178.6108 | 0.43% | 1.28% | 2.53% | 3.58% | 4.62% | 12.47% | 17.86% | 9 Oct 2020 | 479.32 B |
| TRIM Kas 2 Kelas A | 1972.2631 | 0.42% | 1.28% | 2.68% | 3.99% | 5.47% | 15.26% | 97.23% | 8 Apr 2008 | 5.52 T |
| Bahana Likuid Syariah Kelas G | 1251.17 | 0.41% | 1.26% | 2.58% | 3.84% | 5.30% | 14.85% | 25.12% | 12 Jul 2016 | 540.01 B |
| BRI Seruni Pasar Uang Syariah | 1384.4129 | 0.40% | 1.38% | 2.77% | 4.11% | 5.35% | 15.85% | 38.44% | 19 Jul 2018 | 1.03 T |
Provided by Cermati Invest, last update 26 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| UOBAM Inovasi Obligasi Nasional | 1096.0404 | 3.10% | 3.74% | 3.94% | 7.62% | 10.25% | 22.62% | 9.60% | 12 Jan 2021 | 93.40 B |
| Insight Haji Syariah | 5463.2158 | 1.40% | 3.59% | 5.99% | 7.92% | 10.12% | 25.81% | 446.32% | 13 Jan 2005 | 2.55 T |
| Insight Renewable Energy Fund | 2471.2919 | 1.38% | 3.79% | 6.07% | 7.79% | 10.44% | 23.66% | 147.13% | 22 Jun 2011 | 1.25 T |
| SAM Sukuk Syariah Sejahtera | 2486.1535 | 1.20% | 1.67% | 2.54% | 3.51% | 1.06% | 2.09% | 148.62% | 29 Oct 1997 | 47.37 B |
| TRIM Dana Tetap 2 Kelas A | 3436.28 | 1.18% | 2.73% | 4.95% | 6.84% | 8.13% | 19.93% | 243.63% | 13 May 2008 | 2.63 T |
| Trimegah Fixed Income Plan | 1204.2161 | 1.12% | 2.68% | 3.84% | 4.59% | 3.71% | 7.05% | 20.42% | 23 May 2019 | 3.85 T |
| Syailendra Pendapatan Tetap Premium | 1919.9052 | 1.09% | 2.77% | 5.66% | 6.23% | 6.10% | 18.13% | 91.99% | 27 Mar 2017 | 2.85 T |
| HPAM Pendapatan Tetap Prima | 1097.8863 | 1.08% | 1.49% | 2.10% | 3.66% | 3.21% | 7.06% | 9.79% | 29 Oct 2018 | 613.07 B |
| Eastspring Investments Yield Discovery Kelas A | 1668.82 | 0.91% | 2.68% | 4.37% | 5.20% | 3.06% | 5.40% | 66.88% | 29 May 2013 | 120.80 B |
| Danakita Obligasi Negara | 1185.4 | 0.59% | 2.61% | 5.48% | 6.73% | 6.02% | 18.66% | 18.54% | 26 Mar 2021 | 52.61 B |
| Bahana Obligasi Ganesha Kelas D | 1033.12 | 0.56% | 1.88% | 3.13% | 3.57% | 4.10% | 5.23% | 3.31% | 26 Oct 2020 | 557.91 B |
| BRI Brawijaya Abadi Pendapatan Tetap | 1477.1897 | 0.12% | 3.01% | 7.32% | 8.86% | 6.49% | 22.91% | 47.72% | 25 Feb 2019 | 81.08 B |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1112.34 | 0.08% | 2.81% | 3.99% | 5.81% | 3.78% | 11.94% | 11.23% | 1 Sep 2022 | 92.84 B |
| HPAM Government Bond | 1648.134 | -0.10% | -0.22% | 3.66% | 2.94% | 2.19% | 17.47% | 64.81% | 18 May 2016 | 23.37 B |
Provided by Cermati Invest, last update 26 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Syailendra Balanced Opportunity Fund | 3841.44 | 8.65% | 17.37% | 29.31% | 17.18% | 14.30% | 18% | 284.14% | 22 Apr 2008 | 64.82 B |
| TRIM Syariah Berimbang | 3737.06 | 4.84% | 19.88% | 37.51% | 12.61% | 10.37% | 20.78% | 273.71% | 27 Dec 2006 | 38.35 B |
| HPAM Flexi Indonesia Sehat Kelas A | 2337.2555 | 4.41% | 13.04% | 28.66% | 21.11% | 14.04% | 37.49% | 133.73% | 2 Mar 2011 | 66.93 B |
| Trimegah Balanced Absolute Strategy Kelas A | 2066.02 | 4.04% | 18.33% | 35.88% | 15.23% | 8.66% | 23.59% | 106.60% | 28 Dec 2018 | 284.27 B |
| TRIM Kombinasi 2 | 3077.83 | 3.44% | 17.65% | 34.88% | 13.24% | 6.75% | 19.48% | 207.78% | 10 Nov 2006 | 25.14 B |
| Setiabudi Dana Campuran | 1592.1231 | 0.99% | 9.59% | 17.28% | 10.49% | 4.40% | 22.30% | 59.21% | 25 Sep 2017 | 78.51 B |
Provided by Cermati Invest, last update 26 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Syailendra Equity Opportunity Fund | 4491.79 | 7.34% | 16.45% | 29.52% | 9.48% | 5.00% | 11.36% | 349.18% | 7 Jun 2007 | 135.83 B |
| TRIM Syariah Saham | 2078.39 | 6.82% | 24.37% | 46.48% | 13.37% | 7.50% | 6.28% | 107.84% | 27 Dec 2006 | 80.25 B |
| SAM Indonesian Equity Fund | 2697.09 | 3.15% | 20.87% | 36.76% | 13.42% | 13.25% | 23.18% | 169.71% | 18 Oct 2011 | 1.02 T |
| HPAM Ekuitas Syariah Berkah | 2407.2145 | 3.08% | 18.12% | 47.30% | 26.18% | 10.30% | 73.44% | 140.72% | 20 Jan 2020 | 1.43 T |
| BRI Syariah Saham | 767.7925 | 3.05% | 12.66% | 28.98% | 6.27% | -4.38% | -15.45% | -23.22% | 18 Sep 2014 | 12.96 B |
| Bahana Primavera Plus | 12460.44 | 2.57% | 9.99% | 23.79% | 6.56% | -9.09% | -18.54% | 1146.04% | 27 May 1997 | 48.93 B |
| Principal Islamic Equity Growth Syariah | 1290.26 | 2.25% | 14.72% | 30.77% | 12.08% | 5.10% | 6.12% | 29.03% | 10 Sep 2007 | 78.43 B |
| Eastspring Investments Value Discovery Kelas A | 1232.48 | 2.18% | 9.33% | 13.57% | -2.82% | -12.54% | -9.78% | 23.25% | 29 May 2013 | 241.06 B |
| Eastspring Investments Alpha Navigator Kelas A | 1484.76 | 1.31% | 6.24% | 13.14% | -2.47% | -12.53% | -2.19% | 48.48% | 29 Aug 2012 | 137.30 B |
| UOBAM Sustainable Equity Indonesia | 933.14 | 0.72% | 11.25% | 22.27% | -0.24% | -9.20% | -10.60% | -6.69% | 4 Aug 2021 | 101.46 B |
| BNI-AM Inspiring Equity Fund | 924.1182 | 0.60% | 8.15% | 18.29% | 1.82% | -10.80% | -14.66% | -7.59% | 7 Apr 2014 | 1.14 T |
| TRIM Kapital | 11131.9 | 0.07% | 9.53% | 16.10% | 2.37% | -4.89% | -3.74% | 1013.19% | 19 Mar 1997 | 194.94 B |
| TRIM Kapital Plus | 4590.72 | -0.07% | 9.35% | 19.23% | 3.75% | -0.68% | 11.44% | 359.07% | 18 Apr 2008 | 244.22 B |
| HPAM Ultima Ekuitas 1 | 3316.8554 | -0.35% | 15.51% | 38.82% | 21.51% | 5.77% | 24.42% | 231.69% | 2 Nov 2009 | 709.20 B |
| Cipta Saham Unggulan | 3099.66 | -0.51% | 7.77% | 13.50% | 7.31% | 3.54% | 9.43% | 209.97% | 4 Dec 2018 | 33.40 B |
| Principal Total Return Equity Fund Kelas O | 3346.7 | -0.75% | 10.03% | 25.67% | 6.30% | -1.99% | -6.20% | 234.67% | 1 Jul 2005 | 23.37 B |
| Batavia Dana Saham Optimal | 2981.19 | -2.13% | 4.99% | 9.93% | -3.99% | -12.33% | -6.71% | 198.12% | 19 Oct 2006 | 271.82 B |
| Cipta Rencana Cerdas | 16311.06 | -3.49% | 2.35% | 6.68% | -2.76% | -12.68% | -6.50% | 1531.11% | 9 Jul 1999 | 58.19 B |
| Cipta Saham Unggulan Syariah | 2419.23 | -3.84% | 6.38% | 16.34% | 7.81% | 0.02% | -2.11% | 141.92% | 5 Sep 2018 | 15.93 B |
Provided by Cermati Invest, last update 26 September 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 1.441951 | 11.04% | 30.98% | 57.88% | 54.17% | 44.82% | 56.55% | 44.20% | 28 Oct 2016 | 2.13 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.766455 | 8.52% | 17.95% | 20.38% | 27.52% | 27.23% | 17.19% | -23.35% | 15 Jun 2020 | 6.87 M |
| Batavia Technology Sharia Equity USD | 1.2777 | 5.02% | 7.84% | 19.51% | 9.22% | 12.39% | 79.68% | 27.77% | 16 Feb 2022 | 103.74 M |
| Batavia Global ESG Sharia Equity USD | 1.2309 | 2.14% | 3.40% | 7.83% | 7.59% | 2.83% | 41.99% | 23.09% | 27 Jan 2021 | 7.27 M |
| BRI G20 Sharia Equity Fund Dollar | 1.2425 | 2.01% | 2.76% | 6.68% | 4.96% | -0.92% | 41.42% | 24.25% | 3 Dec 2019 | 1.38 M |
| BRI Melati Premium Dollar | 1.451315 | 0.72% | 1.91% | 4.89% | 6.23% | 0.96% | 10.59% | 45.13% | 19 Feb 2007 | 2.15 M |
| STAR Fixed Income Dollar | 1.062348 | 0.51% | 1.44% | 2.32% | 3.26% | 4.29% | 15.28% | 6.23% | 10 Jul 2017 | 17.29 M |
| Batavia USD Bond Fund | 1.0638 | 0.26% | 0.87% | 2.63% | 4.00% | 0.61% | - | 6.38% | 18 Oct 2022 | 39.53 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.972879 | -0.87% | -0.44% | 0.11% | 1.61% | -1.14% | 6.38% | -2.71% | 8 Mar 2021 | 4.26 M |
Provided by Cermati Invest, last update 26 September 2025
Surat Utang/Obligasi
| INDIKASI | ||||||||
|---|---|---|---|---|---|---|---|---|
| NAMA OBLIGASI | ISIN | MATA UANG | KUPON | JATUH TEMPO | HARGA BELI | HARGA JUAL | YIELD | RATING |
| FR0103 | IDG000024506 | IDR | 6.75% | 15-Jul-35 | 101.6 | 100.6 | 6.53% | 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 26 September 2025
Event Calendar
| Monday, 29 September 2025 | Previous | Consensus | Forecast | ||
| 3:30 PM | GB | BoE Consumer Credit AUG | £1.622B | £1.5B | |
| 3:30 PM | GB | Mortgage Approvals AUG | 65.35K | 65K | 64.5K |
| 3:30 PM | GB | Mortgage Lending AUG | £4.52B | £4.0B | |
| 5:30 PM | IN | Industrial Production YoY AUG | 3.50% | 2.90% | |
| 5:30 PM | IN | Manufacturing Production YoY AUG | 5.40% | 5.00% | |
| 9:00 PM | US | Pending Home Sales MoM AUG | -0.40% | 0.10% | 1.70% |
| 9:00 PM | US | Pending Home Sales YoY AUG | 0.70% | 1.90% | |
| 9:30 PM | US | Dallas Fed Manufacturing Index SEP | -1.8 | -7.0 | |
| Tuesday, 30 September 2025 | Previous | Consensus | Forecast | ||
| 6:50 AM | JP | Industrial Production MoM Prel AUG | -1.20% | -0.80% | 0.80% |
| 6:50 AM | JP | Retail Sales YoY AUG | 0.30% | 1.00% | 0.50% |
| 8:30 AM | CN | NBS Manufacturing PMI SEP | 49.4 | 49.6 | 49.9 |
| 8:30 AM | CN | NBS Non Manufacturing PMI SEP | 50.3 | 50.3 | 50.7 |
| 8:45 AM | CN | RatingDog Manufacturing PMI SEP | 50.5 | 50.3 | 50.8 |
| 8:45 AM | CN | RatingDog Services PMI SEP | 53.0 | 52.3 | 52.6 |
| 12:00 PM | JP | Housing Starts YoY AUG | -9.70% | -4.80% | -6.00% |
| 1:00 PM | DE | Retail Sales MoM AUG | -1.50% | 0.60% | 0.90% |
| 1:00 PM | DE | Retail Sales YoY AUG | 1.90% | 2.20% | |
| 1:00 PM | GB | Current Account Q2 | £-23.5B | £-23.6B | £ -20.2B |
| 2:55 PM | DE | Unemployed Persons SEP | 2.957M | 2.95M | |
| 2:55 PM | DE | Unemployment Change SEP | -9K | 9K | -7.0K |
| 2:55 PM | DE | Unemployment Rate SEP | 6.30% | 6.30% | 6.40% |
| 7:00 PM | DE | Inflation Rate YoY Prel SEP | 2.20% | 2.30% | 2.30% |
| 7:00 PM | DE | Inflation Rate MoM Prel SEP | 0.10% | 0.10% | 0.10% |
| 8:00 PM | US | S&P/Case-Shiller Home Price YoY JUL | 2.10% | 2.30% | 1.90% |
| 8:45 PM | US | Chicago PMI SEP | 41.5 | 40.0 | 41.0 |
| 9:00 PM | US | JOLTs Job Openings AUG | 7.181M | 7.1M | 7.1M |
| 9:00 PM | US | CB Consumer Confidence SEP | 97.4 | 96.0 | 95.0 |
| Wednesday, 01 October 2025 | Previous | Consensus | Forecast | ||
| 3:30 AM | US | API Crude Oil Stock Change SEP/26 | -3.821M | ||
| 6:50 AM | JP | Tankan Large Manufacturers Index Q3 | 13.0 | 15.0 | 15.0 |
| 11:00 AM | ID | Balance of Trade SEP | $4.18B | $ 3.9B | |
| 11:00 AM | ID | Inflation Rate YoY SEP | 2.31% | 2.30% | |
| 11:30 AM | IN | RBI Interest Rate Decision | 5.50% | 5.50% | 5.50% |
| 1:00 PM | RU | S&P Global Manufacturing PMI SEP | 48.7 | 48.5 | |
| 1:00 PM | GB | Nationwide Housing Prices MoM SEP | -0.10% | 0.20% | 0.60% |
| 1:00 PM | GB | Nationwide Housing Prices YoY SEP | 2.10% | 2.10% | |
| 6:00 PM | US | MBA 30-Year Mortgage Rate SEP/26 | 6.34% | ||
| 7:15 PM | US | ADP Employment Change SEP | 54K | 30K | 40.0K |
| 9:00 PM | US | ISM Manufacturing PMI SEP | 48.7 | 49.2 | 49.0 |
| 9:00 PM | US | ISM Manufacturing Employment SEP | 43.8 | 44.0 | |
| 9:30 PM | US | EIA Crude Oil Stocks Change SEP/26 | -0.607M | ||
| 9:30 PM | US | EIA Gasoline Stocks Change SEP/26 | -1.08M | ||
| 11:00 PM | RU | Unemployment Rate AUG | 2.20% | 2.20% | 2.20% |
| Thursday, 02 October 2025 | Previous | Consensus | Forecast | ||
| 12:00 PM | JP | Consumer Confidence SEP | 34.9 | 35.2 | 35.5 |
| 1:35 PM | JP | BoJ Uchida Speech | |||
| 7:30 PM | US | Initial Jobless Claims SEP/27 | 218K | 220K | 223.0K |
| 9:00 PM | US | Factory Orders MoM AUG | -1.30% | 0.10% | 1.40% |
| Friday, 03 October 2025 | Previous | Consensus | Forecast | ||
| 6:30 AM | JP | Unemployment Rate AUG | 2.30% | 2.40% | 2.40% |
| 7:30 PM | US | Non Farm Payrolls SEP | 22K | 39K | 50.0K |
| 7:30 PM | US | Unemployment Rate SEP | 4.30% | 4.30% | 4.30% |
| 7:30 PM | US | Average Hourly Earnings MoM SEP | 0.30% | 0.30% | 0.20% |
| 7:30 PM | US | Average Hourly Earnings YoY SEP | 3.70% | 3.70% | |
| 7:30 PM | US | Participation Rate SEP | 62.30% | 62.30% | |
| 9:00 PM | US | ISM Services PMI SEP | 52.0 | 52.0 | 51.0 |
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 22 September 2025
- Cermati Invest Weekly Update 15 September 2025
- Cermati Invest Weekly Update 8 September 2025
- Cermati Invest Weekly Update 1 September 2025
