Research & Stock Picks

Daily Report

23 May 2023

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Samuel Macro Strategy Weekly 23 May 2023

Update Minggu Sebelumnya 14 – 21 Mei 2023:

  • Dana asing mengalir keluar minggu lalu, terutama dari pasar obligasi akibat spekulasi kenaikan puncak suku bunga terminal Fed (5.5%)
  • Pasar obligasi global juga ikut tertekan, hanya pasar saham negara-negara maju yang naik di tengah spekulasi suku bunga terminal Fed
  • Rupiah juga terdepresiasi akibat spekulasi kenaikan suku bunga terminal Fed
  • Berdasarkan fundamental makro, ekuilibrium Rupiah masih didukung oleh surplus neraca dagang yang solid, meskipun dibayang-bayangi defisit neraca migas yang tinggi
  • Spekulasi kenaikan suku bunga terminal Fed berhasil direndam oleh pernyataan resmi dari Ketua the Fed Jerome Powell Jumat lalu (19/5)
  • Potensi pemangkasan suku bunga acuan BI skenario “conservative” dan “restrained” meningkat setelah gagalnya spekulasi kenaikan suku bunga terminal Fed

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Macro Strategy Weekly 2023-05-22 (Ind)
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Macro Strategy Weekly 2023-05-22 (Ind)
Macro Strategy Weekly 2023-05-22 (Eng)

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