Research & Stock Picks

Daily Report

06 June 2023

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Macro Strategy Weekly 6 June 2023

Update Minggu Sebelumnya 29 Mei – 4 Juni 2023:

  • Divergensi performa antara pasar obligasi vs. saham Indonesia
  • Divergensi INDOGB vs. INDON juga berlanjut
  • Arus masuk modal asing di pasar obligasi stagnan; bertambah sedikit di pasar saham
  • Ekspansi pasar tenaga kerja AS mulai melambat
  • Perlambatan pasar tenaga kerja AS mendukung skenario Fed rate pause di bulan Juni
  • Kondisi inflasi di Eropa semakin kondusif
  • Aktivitas ekonomi Tiongkok terus melambat pada 2Q23

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Macro Strategy Weekly 2023-06-05 (Ind)
Macro Strategy Weekly 2023-06-05 (Eng)

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Macro Strategy Weekly 2023-06-05 (Ind)
Macro Strategy Weekly 2023-06-05 (Eng)

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