Research & Stock Picks

Economic Reports

17 September 2024

By

Samuel Weekly Economic Insights 17 September 2024

Highlight

  • Meredanya Inflasi AS: Di bulan Agustus 2024, inflasi AS turun menjadi 2.5%, yang memperkuat ekspektasi penurunan suku bunga Fed di kuartal 3 dan 4 tahun ini, yang meningkatkan likuiditas global dan mendongkrak pasar keuangan Indonesia.
  • Keyakinan Konsumen di Indonesia: Indeks Keyakinan Konsumen Indonesia naik menjadi 124.4, menandakan masih kuatnya optimisme, meskipun masih ada tantangan di sektor manufaktur dan ketersediaan lapangan kerja.
  • Pertumbuhan Penjualan Ritel: Penjualan ritel di Indonesia tumbuh sebesar 4.5% YoY, didorong oleh bantuan tunai dari pemerintah, tetapi diperkirakan akan ada perlambatan di kuartal terakhir tahun 2024.
  • Kerentanan Finansial Kelas Menengah: Kelas menengah Indonesia menghadapi kerentanan finansial, yang mendorong perilaku downtrading dan peralihan ke alternatif yang lebih murah.
  • Optimisme Pasar Saham: Pasar saham Indonesia terus menguat, didukung oleh ekspektasi penurunan suku bunga Fed dan disiplin fiskal yang kuat.

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