Cermati Invest Weekly Update 5 Mei 2025
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | 2.05% | 6,815.73 |
| ISSI | 2.08% | 216.42 |
| IDX30 | 1.84% | 396.88 |
| FTSE Indonesia | 2.27% | 2,965.08 |
| MSCI Indonesia | 2.83% | 6,190.95 |
| USD/IDR | -2.35% | 16,435.00 |
Provided by Cermati Invest, last update 2 Mei 2025
IHSG & Saham Pekan Ini
Pekan lalu IHSG lanjut bergerak naik, bahkan sejak awal kuartal 2 tahun ini, IHSG sudah naik 319 poin atau (+)4.92% dari posisi terendahnya 5882 ke 6853.
Untuk kuartal 2 ini, IHSG aman selama di atas 6724. Diperkirakan pasar saham masih akan terus naik menuju 6978 walaupun masih ada support di 6613.47, 6538.32, 6368.51, 6092.41, dan 5967.98.
Bagi dividen hunter, berikut adalah beberapa emiten yang cum date mulai awal pekan ini: TLDN (31), ELPI (13.5), NICL (12), GOOD (9.5), TOBA (US$0.00122), ABMM (153), UNTR (1484), BALI (50), PJAA (24), EMTK (33), AKRA (50), PRDA (172.92), TAPG (76), SCMA (18), ASGR (50), AALI (184), DMAS (29), TGKA (300), SMSM (25), AUTO (133), BIKE (15), UNTD (5), LPGI (6), TUGU (78.84), TPMA (US$0.0048), MCOL (195).
Indeks Konstituen dengan performa terbaik 2025 ini masih Indeks Saham Syariah Indonesia (ISSI) lalu Indeks Srikehati. Pekan ini beberapa sektor unggulan yang menggerakan IHSG antara lain Teknologi, Keuangan dan Kesehatan. Perhatikan juga sektor Basic-Industry, sektor ini sempat menyumbang penurunan terbesar di awal 2025, saat ini berusaha naik kembali untuk menguasai IHSG.
Pergerakan Rupiah
Pergerakan rupiah semakin kuat, pekan lalu akhirnya tembus ke bawah Rp16.500. Pekan ini rupiah bergerak menguat dalam area Rp16.419 - Rp16.169 - Rp15.725 per 1 dolar Amerika.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | -2.37% | 3,240.88 |
| Crude Oil WTI | -7.51% | 58.29 |
| Palm Oil c3 F | 0.00% | 4,480.00 |
| Natural Gas | 23.60% | 3.63 |
| Newcastle Coal | 4.53% | 98.00 |
| Nickel | 0.30% | 15,529.88 |
| Tin | -4.33% | 30,487.02 |
| Copper | -0.07% | 9,398.25 |
| Aluminium | 0.12% | 2,440.40 |
| US Soybeans | -0.12% | 1,058.00 |
| Silver | -2.30% | 32.25 |
Provided by Cermati Invest, last update 2 Mei 2025
Emas
Sejak 22 April 2025, harga emas dunia turun, dari US$3500 ke US$3201 per troy ounce. Pekan lalu harga emas dunia berhenti turun dan berusaha rebound. Emas dunia jangka pendek diprediksikan turun menuju US$3176 per troy ounce. Sehingga pekan ini pergerakan harga emas dunia berkisar US$3176 - US$3311.
Bagaimana dengan harga emas dalam negeri?
Sesuai prediksi pekan lalu, kurs dolar yang menguat, dan harga emas dunia yang cenderung turun, menyebabkan harga emas di Indonesia juga turun. Pekan ini harga emas akan berkisar Rp1.670.500 - Rp1.783.285 per gram. Harga emas selalu menyesuaikan antara perubahan harga emas dunia dan nilai tukar dolar terhadap rupiah.
Sebagai salah satu aset investasi, memiliki emas digital maupun emas fisik sangatlah menarik. Setiap kali harga koreksi (turun), tidak perlu lama harga emas segera kembali naik. Harga emas fisik biasanya lebih tinggi Rp60.000 - Rp100.000 per gramnya dari harga emas digital.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | 3.00% | 41,317.43 |
| S&P 500 | 2.92% | 5,686.67 |
| FTSE 100 | 2.15% | 8,596.35 |
| DAX | 3.80% | 23,086.65 |
| Nikkei 225 | 3.38% | 36,830.69 |
| Hang Seng | 2.38% | 22,504.68 |
| CSI 300 | -0.43% | 3,770.57 |
| KOSPI | 0.53% | 2,559.79 |
Provided by Cermati Invest, last update 2 Mei 2025
Reksa Dana & Surat Berharga
Pertengahan kuartal 2 ini, semakin banyak reksa dana menarik. Beberapa reksa dana pasar uang memiliki performa bersih 1 tahun lebih dari 5.25%. Reksa dana pendapatan tetap juga ada yang memiliki performa bersih 1 tahun lebih dari 7.25%. Sedangkan reksa dana campuran dan reksa dana saham, performa 1 bulan sangat menarik dan positif dikarenakan harga saham yang rebound sejak awal April 2025. Di antara kedua jenis reksa dana ini reksa dana HPAM Flexi Indonesia Sehat Kelas A, Cipta Saham Unggulan, dan Cipta Saham Unggulan Syariah bahkan performa 1 tahun sudah positif. Reksa dana dapat mulai dibeli pada kuartal ini untuk investasi long term (minimal 1 tahun ke depan).
Surat berharga, beberapa obligasi kami pilihkan dalam tabel.
Pasar Saham Kembali Pulih, Pantau Laporan Data Ekonomi Penting Pekan Ini
Pasar keuangan Indonesia ditutup positif pada pekan lalu. Indeks Harga Saham Gabungan (IHSG) naik, nilai tukar rupiah terhadap dolar Amerika Serikat (AS) mengalami apresiasi, hal ini didukung dari sentimen seperti Indeks Keyakinan Konsumen (IKK) yang masih berada di level optimis, inflasi yang masih terkendali, hingga kebijakan Presiden Prabowo Subianto yang akan mencabut outsourcing memberikan sentimen positif bagi pasar keuangan domestik. Namun, pada pekan ini pasar masih akan bergerak volatile karena salah satu penyebabnya yaitu ekonomi Amerika Serikat (AS) berkontraksi dalam tiga bulan pertama tahun 2025 karena lonjakan impor di awal masa jabatan kedua Presiden Donald Trump saat ia melancarkan perang dagang yang berpotensi merugikan negaranya sendiri.
Selain itu, pekan ini akan ada rilis data ekonomi yang penting, dari dalam negeri Badan Pusat Statistik (BPS) akan mengumumkan data pertumbuhan ekonomi kuartal 1 2025, kemudian Bank Indonesia (BI) akan mengumumkan cadangan devisa RI dan Indeks Kepercayaan Konsumen (IKK) periode April 2025. Dari sisi global, pekan ini akan ada rapat bank sentral Amerika Serikat atau The Federal Reserve (The Fed) yakni Federal Open Market Committee (FOMC) pada Kamis dini hari waktu Indonesia. Keputusan The Fed akan kebijakan suku bunga sangat ditunggu pelaku pasar hari ini di tengah panasnya perang dagang yang dibuat oleh Presiden AS Donald Trump.
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 |
| Insight Money Syariah | 1662.782 | 0.56% | 1.44% | 2.91% | 1.86% | 6.03% | 16.56% | 66.28% | 30 Sep 2015 | 183.49 B |
| Insight Retail Cash Fund | 1607.591 | 0.55% | 1.46% | 2.90% | 1.85% | 6.22% | 15.15% | 60.76% | 13 Apr 2018 | 13.62 B |
| BRI Seruni Pasar Uang III | 1789.117 | 0.53% | 1.34% | 2.70% | 1.78% | 5.62% | 13.73% | 78.91% | 16 Feb 2010 | 1.74 T |
| BNI-AM Dana Likuid Kelas A | 1929.870 | 0.52% | 1.25% | 2.42% | 1.64% | 4.77% | 11.90% | 92.99% | 27 Dec 2012 | 230.75 B |
| Cipta Dana Cash | 1740.330 | 0.52% | 1.36% | 2.89% | 1.92% | 5.63% | 15.62% | 74.03% | 8 Jun 2015 | 252.40 B |
| TRIM Kas 2 Kelas A | 1930.975 | 0.52% | 1.38% | 2.76% | 1.81% | 5.47% | 14.53% | 93.10% | 8 Apr 2008 | 4.29 T |
| BRI Seruni Pasar Uang Syariah | 1354.188 | 0.51% | 1.31% | 2.52% | 1.84% | 5.36% | 14.23% | 35.42% | 19 Jul 2018 | 596.55 B |
| Setiabudi Dana Pasar Uang | 1531.957 | 0.50% | 1.37% | 2.78% | 1.80% | 5.56% | 15.04% | 53.20% | 23 Dec 2016 | 667.35 B |
| Bahana Likuid Syariah Kelas G | 1225.700 | 0.48% | 1.32% | 2.64% | 1.73% | 5.27% | 13.78% | 22.57% | 12 Jul 2016 | 588.12 B |
| HPAM Ultima Money Market | 1637.119 | 0.48% | 1.30% | 2.52% | 1.66% | 5.26% | 14.68% | 63.71% | 10 Jun 2015 | 565.98 B |
| Trimegah Kas Syariah | 1450.179 | 0.48% | 1.29% | 2.61% | 1.69% | 5.31% | 14.52% | 45.02% | 30 Dec 2016 | 1.69 T |
| Syailendra Dana Kas | 1710.314 | 0.47% | 1.20% | 2.46% | 1.57% | 5.00% | 14.07% | 71.03% | 12 Jun 2015 | 2.35 T |
| Danakita Stabil Pasar Uang | 1636.400 | 0.46% | 1.24% | 2.50% | 1.65% | 4.97% | 13.97% | 63.64% | 10 Sep 2015 | 75.03 B |
| SAM Dana Kas | 1450.574 | 0.46% | 1.22% | 2.15% | 1.73% | 4.26% | 12.26% | 45.06% | 10 Feb 2017 | 23.48 B |
| Sequis Liquid Prima | 1456.377 | 0.43% | 1.19% | 2.42% | 1.58% | 4.84% | 12.49% | 45.64% | 8 Sep 2016 | 230.17 B |
Provided by Cermati Invest, last update 2 Mei 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| UOBAM Inovasi Obligasi Nasional | 1073.152 | 2.18% | 4.52% | 5.74% | 5.37% | 7.38% | 18.64% | 7.32% | 12 Jan 2021 | 74.29 B |
| BRI Brawijaya Abadi Pendapatan Tetap | 1409.837 | 1.64% | 2.97% | 3.75% | 3.90% | 8.14% | 17.54% | 40.98% | 25 Feb 2019 | 2.63 B |
| Principal Total Return Bond Fund | 2611.360 | 1.64% | 2.01% | 2.29% | 2.43% | 5.28% | 0.40% | 161.14% | 21 Aug 2008 | 16.46 B |
| Cipta Bond | 1844.810 | 1.59% | 2.19% | 2.45% | 2.76% | 6.99% | 13.82% | 84.48% | 2 Jan 2019 | 14.61 B |
| Eastspring IDR Fixed Income Fund Kelas A | 1767.930 | 1.48% | 2.00% | 2.32% | 2.46% | 6.29% | 14.31% | 76.79% | 16 Mar 2015 | 135.64 B |
| HPAM Government Bond | 1620.963 | 1.43% | 0.77% | 1.46% | 1.25% | 6.66% | 16.00% | 62.10% | 18 May 2016 | 17.88 B |
| BNI-AM Pendapatan Tetap Quality Long Duration Fund | 1639.840 | 1.38% | 1.99% | -0.06% | 2.01% | 2.77% | 12.21% | 63.98% | 16 Jun 2016 | 29.48 B |
| Sequis Bond Optima | 1510.423 | 1.29% | 1.88% | 2.21% | 2.39% | 5.65% | 10.21% | 51.04% | 8 Sep 2016 | 39.95 B |
| Syailendra Fixed Income Fund Kelas A | 2636.340 | 1.29% | 2.20% | 2.75% | 2.87% | 6.68% | 15.13% | 163.63% | 8 Dec 2011 | 92.58 B |
| BRI Melati Pendapatan Utama | 1912.854 | 1.26% | 1.87% | 2.31% | 2.32% | 6.16% | 13.93% | 91.29% | 27 Sep 2012 | 52.82 B |
| Danakita Obligasi Negara | 1139.600 | 1.15% | 1.82% | 2.57% | 2.60% | 6.51% | 13.95% | 13.96% | 26 Mar 2021 | 51.71 B |
| Eastspring Syariah Fixed Income Amanah Kelas A | 1503.950 | 0.94% | 1.13% | 1.85% | 1.39% | 4.48% | 10.78% | 50.40% | 17 Apr 2017 | 190.24 B |
| Syailendra Pendapatan Tetap Premium | 1841.273 | 0.89% | 1.21% | 1.42% | 1.88% | 5.36% | 17.95% | 84.13% | 27 Mar 2017 | 2.89 T |
| Eastspring Investments IDR High Grade Kelas A | 1643.830 | 0.88% | 0.70% | 0.00% | 0.83% | 1.20% | 10.11% | 64.38% | 9 Jan 2013 | 752.69 B |
| Insight Renewable Energy Fund | 2347.386 | 0.73% | 1.89% | 4.04% | 2.39% | 7.81% | 20.32% | 134.74% | 22 Jun 2011 | 1.57 T |
| TRIM Dana Tetap 2 Kelas A | 3299.700 | 0.73% | 1.84% | 3.16% | 2.59% | 7.55% | 17.60% | 229.97% | 13 May 2008 | 595.78 B |
| Insight Haji Syariah | 5191.905 | 0.70% | 2.05% | 3.90% | 2.56% | 8.07% | 23.15% | 419.19% | 13 Jan 2005 | 2.49 T |
| Trimegah Fixed Income Plan | 1168.171 | 0.69% | 0.77% | 0.97% | 1.46% | 3.13% | 6.42% | 16.82% | 23 May 2019 | 2.76 T |
| Batavia Dana Obligasi Ultima | 2916.980 | 0.61% | 0.78% | 0.50% | 1.06% | 2.02% | 1.96% | 191.70% | 20 Dec 2006 | 912.61 B |
| Bahana Obligasi Ganesha Kelas D | 1005.280 | 0.36% | 0.74% | 0.93% | 0.78% | 3.02% | 2.63% | 0.53% | 26 Oct 2020 | 323.45 B |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1070.790 | -0.21% | 0.82% | 0.73% | 1.86% | 3.43% | - | 7.08% | 1 Sep 2022 | 8.16 B |
| SAM Sukuk Syariah Sejahtera | 2425.453 | -0.25% | 0.37% | 0.09% | 0.98% | 1.22% | -0.54% | 142.55% | 29 Oct 1997 | 46.39 B |
| HPAM Pendapatan Tetap Prima | 1068.774 | -0.62% | 0.42% | 0.89% | 0.91% | 2.11% | 5.33% | 6.88% | 29 Oct 2018 | 349.24 B |
Provided by Cermati Invest, last update 2 Mei 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Flexi Indonesia Sehat Kelas A | 1989.507 | 8.81% | 2.51% | -1.52% | 3.09% | 12.10% | 5.79% | 98.95% | 2 Mar 2011 | 71.42 B |
| TRIM Syariah Berimbang | 2926.180 | 7.69% | -10.25% | -14.37% | -11.83% | -4.47% | -11.35% | 192.62% | 27 Dec 2006 | 18.87 B |
| SAM Mutiara Nusantara Nusa Campuran | 1579.580 | 6.95% | -3.21% | -15.04% | -8.46% | -16.69% | -16.53% | 57.96% | 21 Dec 2017 | 17.77 B |
| Syailendra Balanced Opportunity Fund | 3145.830 | 5.67% | -3.60% | -6.37% | -4.04% | -0.63% | -8.29% | 214.58% | 22 Apr 2008 | 63.54 B |
| Trimegah Balanced Absolute Strategy Kelas A | 1600.750 | 4.92% | -9.24% | -16.10% | -10.72% | -6.93% | -13.28% | 60.08% | 28 Dec 2018 | 241.62 B |
| TRIM Kombinasi 2 | 2400.940 | 4.84% | -10.40% | -17.02% | -11.66% | -9.80% | -14.82% | 140.09% | 10 Nov 2006 | 17.98 B |
| Batavia Dana Dinamis | 8664.350 | 4.10% | -3.08% | -8.03% | -4.54% | -5.34% | -6.68% | 766.44% | 3 Jun 2002 | 40.24 B |
Provided by Cermati Invest, last update 2 Mei 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Batavia Dana Saham Optimal | 2901.540 | 7.49% | -3.60% | -11.66% | -6.56% | -7.72% | -12.26% | 190.15% | 19 Oct 2006 | 230.38 B |
| Cipta Saham Unggulan Syariah | 2229.990 | 7.46% | 2.72% | -4.92% | -0.62% | 5.67% | -1.80% | 123.00% | 5 Sep 2018 | 13.46 B |
| Principal Total Return Equity Fund Kelas O | 2862.000 | 7.43% | -5.70% | -14.82% | -9.09% | -11.75% | -24.91% | 186.20% | 1 Jul 2005 | 20.97 B |
| Bahana Primavera Plus | 10767.670 | 7.23% | -3.33% | -17.28% | -7.91% | -18.25% | -29.71% | 976.77% | 27 May 1997 | 41.27 B |
| Syailendra Equity Opportunity Fund | 3745.820 | 6.86% | -8.15% | -10.06% | -8.70% | -7.49% | -11.42% | 274.58% | 7 Jun 2007 | 135.13 B |
| TRIM Kapital Plus | 4110.790 | 6.31% | -7.72% | -10.49% | -7.09% | -4.58% | -7.09% | 311.08% | 18 Apr 2008 | 521.76 B |
| SAM Indonesian Equity Fund | 2125.710 | 6.09% | -12.17% | -9.63% | -10.61% | -9.82% | -5.52% | 112.57% | 18 Oct 2011 | 857.84 B |
| HPAM Ekuitas Syariah Berkah | 1716.875 | 6.06% | -6.02% | -17.51% | -10.00% | -4.75% | 22.89% | 71.69% | 20 Jan 2020 | 1.19 T |
| Batavia Dana Saham | 55803.860 | 5.43% | -5.97% | -13.12% | -8.22% | -11.72% | -16.44% | 5480.39% | 16 Dec 1996 | 1.47 T |
| Cipta Rencana Cerdas | 16006.650 | 4.73% | -2.65% | -11.00% | -4.57% | -6.93% | -10.69% | 1500.67% | 9 Jul 1999 | 57.59 B |
| TRIM Kapital | 10057.360 | 4.73% | -5.51% | -11.54% | -7.51% | -13.50% | -18.25% | 905.74% | 19 Mar 1997 | 220.23 B |
| Cipta Saham Unggulan | 2838.260 | 3.85% | 0.47% | -4.76% | -1.74% | 1.60% | 8.07% | 183.83% | 4 Dec 2018 | 38.21 B |
| HPAM Ultima Ekuitas 1 | 2449.937 | 2.43% | -11.83% | -17.53% | -10.25% | -14.99% | -15.25% | 144.99% | 2 Nov 2009 | 872.82 B |
Provided by Cermati Invest, last update 2 Mei 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| BRI Melati Premium Dollar | 1.399 | 1.38% | 1.80% | -0.40% | 2.38% | 4.37% | 3.66% | 39.87% | 19 Feb 2007 | 1.97 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.979 | 0.88% | 1.64% | 0.98% | 2.30% | 4.49% | 4.12% | -2.06% | 8 Mar 2021 | 1.19 M |
| Batavia USD Bond Fund | 1.042 | 0.64% | 1.42% | 0.03% | 1.89% | 1.95% | - | 4.22% | 18 Oct 2022 | 10.84 M |
| STAR Fixed Income Dollar | 1.041 | 0.28% | 0.94% | 1.90% | 1.22% | 6.40% | 15.04% | 4.13% | 10 Jul 2017 | 10.50 M |
| Batavia Technology Sharia Equity USD | 1.010 | -1.26% | -13.97% | -12.68% | -13.68% | -2.97% | 13.61% | 0.98% | 16 Feb 2022 | 135.58 M |
| Batavia Global ESG Sharia Equity USD | 1.105 | -2.07% | -4.97% | -5.61% | -3.45% | -1.24% | 6.82% | 10.46% | 27 Jan 2021 | 9.80 M |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 0.891 | -2.19% | -6.34% | -9.63% | -4.71% | -7.67% | -13.11% | -10.88% | 28 Oct 2016 | 2.11 M |
| BRI G20 Sharia Equity Fund Dollar | 1.127 | -2.37% | -6.53% | -8.64% | -4.83% | -5.62% | 11.26% | 12.66% | 3 Dec 2019 | 1.48 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.583 | -8.52% | -5.36% | -8.23% | -3.01% | -4.59% | -18.31% | -41.71% | 15 Jun 2020 | 5.25 M |
Provided by Cermati Invest, last update 2 Mei 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 | 99.8 | 98.8 | 6.54% | BBB |
| FR0097 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 101.5 | 100.5 | 6.98% | BBB |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 97.5 | 96.5 | 7.00% | 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 2 Mei 2025
Event Calendar
| Monday, 05 May 2025 | Previous | Consensus | Forecast | ||
| 11:00 AM | ID | GDP Growth Rate YoY Q1 | 5.02% | 4.91% | 4.90% |
| 1:00 PM | RU | S&P Global Manufacturing PMI APR | 48.2 | 48.0 | |
| 9:00 PM | US | ISM Services PMI APR | 50.8 | 50.6 | 50.3 |
| Tuesday, 06 May 2025 | Previous | Consensus | Forecast | ||
| 8:45 AM | CN | Caixin Services PMI APR | 51.9 | 51.7 | 50.7 |
| 7:30 PM | US | Balance of Trade MAR | $-122.7B | $-129B | $-137.1B |
| 7:30 PM | US | Exports MAR | $278.5B | $280.5B | |
| 7:30 PM | US | Imports MAR | $401.1B | $417.6B | |
| Wednesday, 07 May 2025 | Previous | Consensus | Forecast | ||
| 3:30 AM | US | API Crude Oil Stock Change MAY/02 | 3.76M | ||
| 1:00 PM | DE | Factory Orders MoM MAR | - | 2.20% | 0.30% |
| 2:30 PM | DE | HCOB Construction PMI APR | 40.3 | 42.0 | |
| 3:30 PM | GB | S&P Global Construction PMI APR | 46.4 | 47.0 | |
| 6:00 PM | US | MBA 30-Year Mortgage Rate MAY/02 | 6.89% | ||
| 9:30 PM | US | EIA Crude Oil Stocks Change MAY/02 | -2.696M | ||
| 9:30 PM | US | EIA Gasoline Stocks Change MAY/02 | -4.002M | ||
| Thursday, 08 May 2025 | Previous | Consensus | Forecast | ||
| 1:00 AM | US | Fed Interest Rate Decision | 4.50% | 4.50% | 4.50% |
| 1:30 AM | US | Fed Press Conference | |||
| 6:50 AM | JP |
BoJ Monetary Policy Meeting Minutes
|
|||
| 1:00 PM | DE | Balance of Trade MAR | €17.7B | €19B | €20.8B |
| 1:00 PM | DE | Exports MoM MAR | 1.80% | 3.20% | |
| 1:00 PM | DE | Industrial Production MoM MAR | -1.30% | 0.80% | 0.50% |
| 1:00 PM | GB | Halifax House Price Index MoM APR | -0.50% | 0.20% | -0.10% |
| 1:00 PM | GB | Halifax House Price Index YoY APR | 2.80% | 2.60% | |
| 6:00 PM | GB | BoE Interest Rate Decision | 4.50% | 4.25% | 4.25% |
| 6:00 PM | GB | BoE MPC Vote Cut | 1/9 | 9/9 | |
| 6:00 PM | GB | BoE MPC Vote Hike | 0/9 | 0/9 | |
| 6:00 PM | GB | BoE MPC Vote Unchanged | 8/9 | 0/9 | |
| 7:30 PM | US | Initial Jobless Claims MAY/03 | 241K | 235K | 240.0K |
| 7:30 PM | US | Nonfarm Productivity QoQ Prel Q1 | 1.50% | -0.40% | -0.60% |
| 7:30 PM | US | Unit Labour Costs QoQ Prel Q1 | 2.20% | 5.30% | 5.50% |
| Friday, 09 May 2025 | Previous | Consensus | Forecast | ||
| 6:01 AM | GB | RICS House Price Balance APR | 2.00% | -5.00% | |
| 6:30 AM | JP | Household Spending MoM MAR | 3.50% | -1.60% | |
| 6:30 AM | JP | Household Spending YoY MAR | -0.50% | 0.20% | 0.20% |
| 10:00 AM | CN | Balance of Trade APR | $102.64B | $70.0B | |
| 10:00 AM | CN | Exports YoY APR | 12.40% | -2.00% | |
| 10:00 AM | CN | Imports YoY APR | -4.30% | -5.00% | |
| 3:40 PM | GB | BoE Bailey Speech | |||
| 4:00 PM | CN | Current Account Prel Q1 | $163.8B | $110.0B | |
| 4:00 PM | CN | New Yuan Loans APR | CNY3640B | CNY1000.0B | |
| Saturday, 10 May 2025 | Previous | Consensus | Forecast | ||
| 8:30 AM | CN | Inflation Rate YoY APR | -0.10% | 0.00% | |
| 8:30 AM | CN | Inflation Rate MoM APR | -0.40% | 0.20% | |
| 8:30 AM | CN | PPI YoY APR | -2.50% | -2.30% | |
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 28 April 2025
- Cermati Invest Weekly Update 21 April 2025
- Cermati Invest Weekly Update 14 April 2025
- Cermati Invest Weekly Update 8 April 2025
