Cermati Invest Weekly Update 3 Maret 2025
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | -7.83% | 6,270.60 |
| ISSI | -7.22% | 196.80 |
| IDX30 | -9.31% | 364.55 |
| FTSE Indonesia | -9.33% | 2,729.84 |
| MSCI Indonesia | -9.41% | 5,683.74 |
| USD/IDR | 1.69% | 16,575.00 |
Provided by Cermati Invest, last update 28 Februari 2025
IHSG & Saham Pekan Ini
IHSG (Indeks Harga Saham Gabungan), akhir pekan lalu tutup di 6270.6 artinya turun (-)7.83% dalam sepekan dan (-)11.43% sejak awal tahun 2025. IHSG downtrend, bergerak dalam tren turun sejak kuartal 4 tahun 2024, bahkan pekan lalu tercatat support lebih rendah dari support Oktober 2021 dan menutup semua support gap yang ada. Foreign net sell tercatat lebih dari Rp19 triliun sejak awal tahun 2025.
IHSG, semua indeks konstituen dan indeks sektoral berada di area negatif sejak awal tahun 2025. Walau demikian Indeks Saham Syariah Indonesia (ISSI) dan indeks sektor Teknologi terlihat lebih perform dari IHSG dan indeks lainnya. Bahkan indeks sektor teknologi sendirian memimpin dengan performa positif 54.06%.
Dilihat dari pergerakannya, kemungkinan pekan ini IHSG berpotensi berhenti koreksi, kemudian menguat walau hanya beberapa hari.
Saham, koreksi yang terjadi selama beberapa pekan ini menyebabkan harga saham rontok berhari-hari, sehingga ada potensi rebound pekan ini. Saham yang berpotensi berhenti turun dan melakukan perlawanan antara lain: BBCA, BMRI, RATU, RAJA, BIRD, SSIA, CMNT, SUNI, MYOR, ISAT, ULTJ.
Pergerakan Rupiah
Pekan terakhir Februari 2025 ini, 1 dolar Amerika menguat ke posisi Rp16.600, artinya rupiah melemah sekitar 1.69% sepekan atau 3.1% sejak awal tahun 2025. Sesuai perkiraan bahwa memasuki bulan Ramadan, biasanya rupiah melemah. Maka dari itu, pelemahan rupiah pekan ini ada di kisaran Rp16.400 - Rp16.850.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | -2.64% | 2,858.60 |
| Crude Oil WTI | -0.91% | 69.76 |
| Palm Oil c3 F | -2.36% | 4,554.00 |
| Natural Gas | -9.45% | 3.83 |
| Newcastle Coal | 0.05% | 102.05 |
| Nickel | -0.20% | 15,461.88 |
| Tin | -3.78% | 32,404.00 |
| Copper | -1.99% | 9,364.90 |
| Aluminium | -2.51% | 2,608.05 |
| US Soybeans | -2.69% | 1,011.50 |
| Silver | -5.05% | 31.35 |
Provided by Cermati Invest, last update 28 Februari 2025
Emas
Harga emas dunia pekan lalu akhirnya turun dalam dari all time high US$2,960 ke US$2,832, koreksi wajar setelah naik sejak November 2024 lalu. Sejak awal tahun 2025, emas dunia sudah naik (+)8.91%. Pergerakan pekan ini di sekitar US$2,799 - US$2,896. Resisten tahun 2025 ini ada di kisaran US$3,043.
Harga emas digital pekan lalu akhirnya terkoreksi, turun dari Rp1.600.000 ke Rp1.520.000. Pekan ini diperkirakan berada di kisaran Rp1.480.000 - Rp1.550.000. Sejak awal tahun (YTD) 2025 harga emas sudah naik (+)12.15%.
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 Anda 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 | 0.95% | 43,840.91 |
| S&P 500 | -0.98% | 5,954.50 |
| FTSE 100 | 1.74% | 8,809.74 |
| DAX | 1.18% | 22,551.43 |
| Nikkei 225 | -4.19% | 37,152.50 |
| Hang Seng | -2.29% | 22,941.32 |
| CSI 300 | -2.22% | 3,890.05 |
| KOSPI | -4.59% | 2,532.78 |
Provided by Cermati Invest, last update 28 Februari 2025
Reksa Dana & Surat Berharga
Reksa dana, reksa dana jenis pendapatan tetap sejak awal 2025 mulai membaik dan cenderung stabil naik. Reksa dana jenis ini juga mulai memperlihatkan performanya yang tidak kalah dari reksa dana jenis pasar uang, cocok untuk memulai investasimu di kuartal 1 ketika pasar saham tidak kondusif.
Reksa dana saham dan campuran performanya masih minus, tetapi ada beberapa reksa dana saham berbasis syariah dominasi mata uang dolar Amerika (USD) performanya positif sejak awal tahun 2025.
Surat berharga, dapat cermati beberapa obligasi yang kami pilihkan dalam tabel.
Perang Dagang Memanas, Tantangan Pasar di Bulan Ramadan Masih Tinggi
Pasar keuangan Indonesia ditutup dengan sangat mengecewakan pada Jumat (28/02/2025). Indeks Harga Saham Gabungan (IHSG) anjlok, nilai tukar rupiah terhadap dolar Amerika Serikat (AS) juga terpuruk. Pada perdagangan kemarin, investor asing tampak melakukan net sell sebesar Rp2,91 triliun. Alhasil sejak awal tahun, net sell investor asing tercatat sebesar Rp21,9 triliun. Di saat yang bersamaan, nilai tukar rupiah terhadap dolar AS mengakhiri perdagangan pada akhir pekan lalu di posisi Rp16.575/US$, dalam sehari melemah 0.79%, begitu pula dalam sepekan terakhir, rupiah tampak terdepresiasi sebesar 1.69%. Sentimen yang memengaruhi pasar yakni soal tarif Trump yang mengumumkan tarif baru terhadap Meksiko dan Kanada sebesar 25% akan mulai berlaku pada awal bulan Maret. Sementara China akan dikenakan tambahan tarif 10% pada awal bulan Maret, sehingga total tarif yang dikenakan terhadap impor China akan meningkat menjadi 20% mulai 4 Maret. Keputusan ini memperkuat kebijakan proteksionisme ekonomi yang menjadi ciri khas pemerintahannya, sekaligus menambah ketidakpastian di pasar global.
Pada pekan ini dari dalam negeri akan mengumumkan data Purchasing Managers' Index (PMI) Manufaktur serta data Indeks Harga Konsumen (IHK). PMI Manufaktur Indonesia periode Januari 2025 terpantau berada di zona ekspansif (>50) dengan angka 51,9. Ini adalah pertumbuhan aktivitas pabrik selama dua bulan berturut-turut dan laju terkuat sejak Mei 2024, dengan output meningkat selama tiga bulan dan menandai peningkatan terkuat sejak Mei lalu. Selain itu, pesanan baru terus meningkat di tengah peningkatan pesanan luar negeri selama dua bulan berturut-turut. Selain itu, Badan Pusat Statistik (BPS) akan merilis data IHK periode Februari 2025 yang diproyeksi akan turun atau mengalami deflasi secara bulanan. Pekan ini ini menjadi minggu pertama Ramadan di bursa perdagangan Indonesia. Datangnya Ramadan diharapkan ikut menjadi pendorong positif bagi pasar keuangan Indonesia. Pasalnya, gairah ekonomi biasanya melaju kencang pada bulan tersebut. Konsumsi masyarakat juga akan mencapai puncaknya selama Ramadan. Kondisi ini akan mendorong penjualan barang dan jasa hingga ekonomi.
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 | 1725.46 | 0.60% | 1.56% | 2.89% | 1.05% | 5.65% | 15.26% | 72.55% | 8 Jun 2015 | 235.05 B |
| SAM Dana Kas | 1439.73 | 0.56% | 1.16% | 2.06% | 0.97% | 4.15% | 11.80% | 43.97% | 10 Feb 2017 | 20.82 B |
| Principal Cash Fund Syariah 2 | 1137.24 | 0.54% | 1.25% | 2.52% | 1.03% | 4.80% | 11.00% | 13.72% | 1 Dec 2020 | 12.41 B |
| Setiabudi Dana Pasar Uang | 1517.8288 | 0.53% | 1.39% | 2.79% | 0.86% | 5.52% | 14.61% | 51.78% | 23 Dec 2016 | 677.01 B |
| TRIM Kas 2 Kelas A | 1913.1623 | 0.53% | 1.39% | 2.74% | 0.87% | 5.33% | 14.08% | 91.32% | 8 Apr 2008 | 3.94 T |
| Insight Money Syariah | 1646.3539 | 0.52% | 1.44% | 2.93% | 0.85% | 5.91% | 16.43% | 64.64% | 30 Sep 2015 | 191.61 B |
| Bahana Likuid Syariah Kelas G | 1214.92 | 0.51% | 1.32% | 2.68% | 0.83% | 5.25% | 13.22% | 21.49% | 12 Jul 2016 | 594.24 B |
| BRI Seruni Pasar Uang Syariah | 1342.2513 | 0.51% | 1.22% | 2.64% | 0.94% | 5.42% | 13.50% | 34.23% | 19 Jul 2018 | 457.17 B |
| HPAM Ultima Money Market | 1622.8655 | 0.51% | 1.26% | 2.63% | 0.77% | 5.21% | 14.40% | 62.29% | 10 Jun 2015 | 493.37 B |
| Insight Retail Cash Fund | 1591.2356 | 0.51% | 1.34% | 2.87% | 0.82% | 5.82% | 14.88% | 59.12% | 13 Apr 2018 | 16.93 B |
| BRI Seruni Pasar Uang III | 1772.8524 | 0.50% | 1.35% | 2.78% | 0.86% | 5.51% | 13.14% | 77.29% | 16 Feb 2010 | 1.96 T |
| Trimegah Kas Syariah | 1437.7095 | 0.50% | 1.31% | 2.66% | 0.81% | 5.31% | 14.15% | 43.77% | 30 Dec 2016 | 1.69 T |
| Danakita Stabil Pasar Uang | 1622.95 | 0.49% | 1.27% | 2.56% | 0.81% | 4.92% | 13.62% | 62.30% | 10 Sep 2015 | 87.22 B |
| Syailendra Dana Kas | 1697.2062 | 0.48% | 1.27% | 2.55% | 0.79% | 5.10% | 13.88% | 69.72% | 12 Jun 2015 | 2.37 T |
| BNI-AM Dana Lancar Syariah | 1787.89 | 0.47% | 1.08% | 2.24% | 0.85% | 4.27% | 11.67% | 78.79% | 28 Jun 2013 | 105.72 B |
| Sequis Liquid Prima | 1444.9051 | 0.47% | 1.23% | 2.44% | 0.78% | 4.82% | 12.09% | 44.49% | 8 Sep 2016 | 165.33 B |
| BNI-AM Dana Likuid Kelas A | 1913.29 | 0.45% | 1.17% | 2.36% | 0.76% | 4.59% | 11.38% | 91.33% | 27 Dec 2012 | 262.79 B |
| Eastspring Investment Cash Reserve Kelas A | 1690.61 | 0.43% | 1.08% | 2.25% | 0.79% | 3.89% | 9.23% | 69.06% | 3 Jul 2013 | 23.75 B |
Provided by Cermati Invest, last update 28 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| UOBAM Inovasi Obligasi Nasional | 1053.7537 | 2.47% | 3.09% | 4.32% | 3.47% | 7.16% | 11.33% | 5.38% | 12 Jan 2021 | 93.72 B |
| BRI Brawijaya Abadi Pendapatan Tetap | 1394.4332 | 2.15% | 2.79% | 1.86% | 2.77% | 4.20% | 13.86% | 39.44% | 25 Feb 2019 | 3.50 B |
| BNI-AM Pendapatan Tetap Quality Long Duration Fund | 1626.98 | 1.27% | -0.66% | -1.67% | 1.21% | -0.09% | 9.36% | 62.70% | 16 Jun 2016 | 29.64 B |
| Principal Total Return Bond Fund | 2586.84 | 1.15% | 1.48% | -1.24% | 1.46% | 1.48% | -2.50% | 158.68% | 21 Aug 2008 | 18.06 B |
| Eastspring IDR Fixed Income Fund Kelas A | 1749.21 | 0.98% | 1.30% | 0.68% | 1.37% | 2.83% | 10.91% | 74.92% | 16 Mar 2015 | 140.73 B |
| Sequis Bond Optima | 1495.0875 | 0.90% | 1.29% | 0.58% | 1.35% | 2.78% | 8.10% | 49.51% | 8 Sep 2016 | 39.68 B |
| Insight Haji Syariah | 5127.0361 | 0.89% | 1.98% | 4.38% | 1.28% | 7.82% | 22.99% | 412.70% | 13 Jan 2005 | 2.18 T |
| TRIM Dana Tetap 2 Kelas A | 3264.62 | 0.86% | 1.75% | 3.83% | 1.50% | 6.90% | 16.12% | 226.46% | 13 May 2008 | 755.65 B |
| Trimegah Fixed Income Plan | 1167.8749 | 0.84% | 0.64% | 1.68% | 1.44% | 2.36% | 5.94% | 16.79% | 23 May 2019 | 2.14 T |
| BRI Melati Pendapatan Utama | 1893.8216 | 0.82% | 1.34% | 1.12% | 1.31% | 3.24% | 10.06% | 89.38% | 27 Sep 2012 | 57.54 B |
| Cipta Bond | 1820.61 | 0.78% | 1.29% | 0.94% | 1.42% | 3.45% | 10.02% | 82.06% | 2 Jan 2019 | 16.62 B |
| Syailendra Fixed Income Fund Kelas A | 2599.86 | 0.77% | 1.44% | 0.67% | 1.44% | 2.68% | 11.50% | 159.99% | 8 Dec 2011 | 110.69 B |
| Danakita Obligasi Negara | 1127.76 | 0.76% | 1.56% | 1.89% | 1.54% | 3.81% | 10.16% | 12.78% | 26 Mar 2021 | 51.34 B |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1069.83 | 0.75% | 0.60% | 0.78% | 1.76% | 1.08% | - | 6.98% | 1 Sep 2022 | 6.83 B |
| Insight Renewable Energy Fund | 2317.0244 | 0.69% | 1.89% | 4.11% | 1.06% | 7.51% | 19.54% | 131.70% | 22 Jun 2011 | 1.58 T |
| HPAM Pendapatan Tetap Prima | 1069.8718 | 0.64% | 0.46% | 1.28% | 1.01% | 2.08% | 6.00% | 6.99% | 29 Oct 2018 | 285.21 B |
| SAM Sukuk Syariah Sejahtera | 2428.3311 | 0.56% | -0.22% | -0.38% | 1.10% | -0.40% | -1.38% | 142.83% | 29 Oct 1997 | 46.63 B |
| BNI-AM Dana Pendapatan Tetap Syariah Ardhani | 1575.06 | 0.54% | -1.25% | -0.93% | 0.56% | -1.05% | 5.85% | 57.51% | 16 Aug 2016 | 319.28 B |
| Bahana Obligasi Ganesha Kelas D | 1002.03 | 0.52% | 0.56% | 2.15% | 0.46% | 2.04% | 1.30% | 0.20% | 26 Oct 2020 | 344.07 B |
| Batavia Dana Obligasi Ultima | 2906.89 | 0.50% | 0.39% | -0.13% | 0.71% | -0.18% | -0.51% | 190.69% | 20 Dec 2006 | 941.09 B |
| Eastspring Investments IDR High Grade Kelas A | 1638.76 | 0.32% | 0.12% | -1.83% | 0.52% | -0.74% | 7.11% | 63.88% | 9 Jan 2013 | 664.26 B |
| Syailendra Pendapatan Tetap Premium | 1819.7471 | 0.07% | 0.41% | 1.25% | 0.69% | 3.74% | 18.03% | 81.97% | 27 Mar 2017 | 2.76 T |
| HPAM Government Bond | 1599.2803 | -0.66% | 0.03% | 0.15% | -0.11% | 2.69% | 12.56% | 59.93% | 18 May 2016 | 19.49 B |
Provided by Cermati Invest, last update 28 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Flexi Indonesia Sehat Kelas A | 1861.8567 | -4.38% | -4.98% | -11.30% | -3.53% | 9.20% | 1.51% | 86.19% | 2 Mar 2011 | 81.36 B |
Provided by Cermati Invest, last update 28 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Ekuitas Syariah Berkah | 1713.9712 | -7.91% | -10.80% | -16.64% | -10.16% | 7.39% | 32.02% | 71.40% | 20 Jan 2020 | 1.67 T |
Provided by Cermati Invest, last update 28 Februari 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.6649 | 7.91% | 10.95% | 16.85% | 10.63% | 9.93% | -26.34% | -33.51% | 15 Jun 2020 | 5.27 M |
| BRI Melati Premium Dollar | 1.4004 | 2.33% | 0.12% | -1.95% | 2.51% | 2.41% | 1.02% | 40.04% | 19 Feb 2007 | 2.00 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.9722 | 1.17% | 0.75% | -0.86% | 1.54% | 2.77% | 1.12% | -2.78% | 8 Mar 2021 | 1.31 M |
| Batavia USD Bond Fund | 1.0368 | 0.99% | 0.25% | -1.61% | 1.36% | 0.87% | - | 3.68% | 18 Oct 2022 | 36.38 M |
| STAR Fixed Income Dollar | 1.0349 | 0.37% | 0.96% | 2.09% | 0.60% | 5.74% | 11.02% | 3.49% | 10 Jul 2017 | 8.39 M |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 0.9555 | 0.29% | 1.26% | -1.59% | 2.16% | 0.16% | -17.93% | -4.45% | 28 Oct 2016 | 2.70 M |
| Batavia Global ESG Sharia Equity USD | 1.1373 | -3.71% | -4.27% | -3.98% | -0.59% | 0.49% | 10.31% | 13.73% | 27 Jan 2021 | 11.91 M |
| BRI G20 Sharia Equity Fund Dollar | 1.1624 | -5.13% | -6.20% | -7.06% | -1.81% | -3.31% | 9.48% | 16.24% | 3 Dec 2019 | 1.54 M |
| Batavia Technology Sharia Equity USD | 1.0909 | -10.49% | -7.09% | -2.84% | -6.74% | 0.88% | 8.96% | 9.09% | 16 Feb 2022 | 83.52 M |
Provided by Cermati Invest, last update 28 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 | 99.2 | 98.2 | 6.66% | BBB |
| FR0097 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 101.6 | 100.6 | 6.97% | BBB |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 97.5 | 96.5 | 6.99% | BBB |
| INKP02CCN1 | IDA0001183C1 | IDR | 11.00% | 30-Sep-26 | 101.25 | 100.25 | 9.17% | idA+ |
| LPPI02ACN1 | IDA0001331A0 | IDR | 10.50% | 4-Jul-26 | 101.25 | 100.25 | 9.61% | idA |
Provided by Cermati Invest, last update 28 Februari 2025
Event Calendar
| Monday, 03 March 2025 | Previous | Consensus | Forecast | ||
| 7:30 AM | JP | Jibun Bank Manufacturing PMI Final FEB | 48.70 | 48.90 | 48.90 |
| 8:45 AM | CN | Caixin Manufacturing PMI FEB | 50.10 | 50.30 | 50.60 |
| 11:00 AM | ID | Inflation Rate YoY FEB | 0.76% | 0.41% | 0.50% |
| 1:00 PM | RU | S&P Global Manufacturing PMI FEB | 53.10 | 53.50 | |
| 3:55 PM | DE | HCOB Manufacturing PMI Final FEB | 45.00 | 46.10 | 46.10 |
| 4:30 PM | GB | BoE Consumer Credit JAN | £1.045B | £1.1B | |
| 4:30 PM | GB | Mortgage Approvals JAN | 66.53K | 65.65K | 65.7K |
| 4:30 PM | GB | Mortgage Lending JAN | £3.57B | £3.2B | |
| 4:30 PM | GB | S&P Global Manufacturing PMI Final FEB | 48.30 | 46.40 | 46.40 |
| 9:45 PM | US | S&P Global Manufacturing PMI Final FEB | 51.20 | 51.60 | 51.60 |
| 10:00 PM | US | ISM Manufacturing PMI FEB | 50.90 | 50.80 | 51.00 |
| 10:00 PM | US | ISM Manufacturing Employment FEB | 50.30 | 50.60 | |
| Tuesday, 04 March 2025 | Previous | Consensus | Forecast | ||
| 6:30 AM | JP | Unemployment Rate JAN | 2.40% | 2.40% | 2.40% |
| 6:50 AM | JP | Capital Spending YoY Q4 | 8.10% | 5.00% | |
| 7:30 AM | KR | S&P Global Manufacturing PMI FEB | 50.30 | 49.90 | |
| 12:00 PM | JP | Consumer Confidence FEB | 35.20 | 35.70 | 35.70 |
| Wednesday, 05 March 2025 | Previous | Consensus | Forecast | ||
| 2:20 AM | US | Fed Williams Speech | |||
| 4:30 AM | US | API Crude Oil Stock Change FEB/28 | -0.640M | ||
| 6:00 AM | KR | GDP Growth Rate QoQ Final Q4 | 0.10% | 0.10% | 0.50% |
| 7:30 AM | JP | Jibun Bank Services PMI Final FEB | 53.00 | 53.10 | 53.10 |
| 8:30 AM | JP | BOJ Uchida Speech | |||
| 8:45 AM | CN | Caixin Services PMI FEB | 51.00 | 51.20 | |
| 3:55 PM | DE | HCOB Composite PMI Final FEB | 50.50 | 51.00 | 51.00 |
| 3:55 PM | DE | HCOB Services PMI Final FEB | 52.50 | 52.20 | 52.20 |
| 4:30 PM | GB | S&P Global Services PMI Final FEB | 50.80 | 51.10 | 51.10 |
| 7:00 PM | US | MBA 30-Year Mortgage Rate FEB/28 | 6.88% | ||
| 8:15 PM | US | ADP Employment Change FEB | 183K | 140K | 160.0K |
| 9:45 PM | US | S&P Global Composite PMI Final FEB | 52.70 | 50.40 | 50.40 |
| 9:45 PM | US | S&P Global Services PMI Final FEB | 52.90 | 49.70 | 49.70 |
| 10:00 PM | US | ISM Services PMI FEB | 52.80 | 53.00 | 52.70 |
| 10:00 PM | US | Factory Orders MoM JAN | -0.90% | 1.50% | 0.80% |
| 10:30 PM | US | EIA Crude Oil Stocks Change FEB/28 | -2.332M | ||
| 10:30 PM | US | EIA Gasoline Stocks Change FEB/28 | 0.369M | ||
| 11:00 PM | RU | Unemployment Rate JAN | 2.30% | 2.30% | 2.30% |
| CN | National People’s Congress | ||||
| Thursday, 06 March 2025 | Previous | Consensus | Forecast | ||
| 6:00 AM | KR | Inflation Rate YoY FEB | 2.20% | 1.95% | 2.00% |
| 3:30 PM | DE | HCOB Construction PMI FEB | 42.50 | 44.00 | |
| 4:30 PM | GB | S&P Global Construction PMI FEB | 48.10 | 49.00 | |
| 8:30 PM | US | Balance of Trade JAN | $-98.4B | $-123B | |
| 8:30 PM | US | Exports JAN | $266.5B |
$273.0B
|
|
| 8:30 PM | US | Imports JAN | $364.9B |
$396.0B
|
|
| 8:30 PM | US | Initial Jobless Claims MAR/01 | 242K | 340K | 250.0K |
| Friday, 07 March 2025 | Previous | Consensus | Forecast | ||
| 3:30 AM | US | Fed Waller Speech | |||
| 7:00 AM | US | Fed Bostic Speech | |||
| 10:00 AM | CN | Balance of Trade JAN-FEB | $104.84B | $120.0B | |
| 10:00 AM | CN | Exports YoY JAN-FEB | 10.70% | 15.00% | |
| 10:00 AM | CN | Imports YoY JAN-FEB | 1.00% | 3.00% | |
| 2:00 PM | DE | Factory Orders MoM JAN | 6.90% | -3.20% | |
| 2:00 PM | GB | Halifax House Price Index MoM FEB | 0.70% | 0.30% | |
| 2:00 PM | GB | Halifax House Price Index YoY FEB | 3.00% | 3.00% | |
| 8:30 PM | US | Non Farm Payrolls FEB | 143K | 133K | 150.0K |
| 8:30 PM | US | Unemployment Rate FEB | 4.00% | 4.00% | 4.00% |
| 8:30 PM | US | Average Hourly Earnings MoM FEB | 0.50% | 0.30% | 0.30% |
| 8:30 PM | US | Average Hourly Earnings YoY FEB | 4.10% | 4.10% | 4.10% |
| 8:30 PM | US | Participation Rate FEB | 62.60% | 62.60% | |
| 10:15 PM | US | Fed Bowman Speech | |||
| 10:45 PM | US | Fed Williams Speech | |||
| Saturday, 08 March 2025 | Previous | Consensus | Forecast | ||
| 12:20 AM | US | Fed Kugler Speech | |||
| 12:30 AM | US | Fed Chair Powell Speech | |||
| 1:00 AM | US | Fed Kugler Speech | |||
| Sunday, 09 March 2025 | Previous | Consensus | Forecast | ||
| 8:30 AM | CN | Inflation Rate YoY FEB | 0.50% | 0.10% | |
| 8:30 AM | CN | Inflation Rate MoM FEB | 0.70% | 0.50% | |
| 8:30 AM | CN | PPI YoY FEB | -2.30% | -2.00% | |
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.
Baca Juga Cermati Invest Weekly Update Sebelumnya:
- Cermati Invest Weekly Update 24 Februari 2025
- Cermati Invest Weekly Update 17 Februari 2025
- Cermati Invest Weekly Update 10 Februari 2025
- Cermati Invest Weekly Update 3 Februari 2025
