Research & Stock Picks

Economic Reports

13 July 2025

By

Samuel Weekly Economic Insights 14 July 2025

Highlights

  • Trump Konfirmasi Tarif 32% atas Barang dari Indonesia Mulai Agustus: Presiden Trump menegaskan kembali ancaman tarif tinggi kecuali Indonesia membangun pabrik di AS. Pemerintah Indonesia merespons dengan kesepakatan senilai USD 34 miliar dan mengirim Menko Airlangga ke Washington untuk mencegah eskalasi tarif.

 

  • Cadangan Devisa Stabil di USD 152.6 Miliar: Cadangan devisa Bank Indonesia tetap stabil pada Juni, setara dengan impor 6.4 bulan—yang dapat menjadi penopang stabilitas makro jelang potensi arus keluar modal dan guncangan perdagangan.

 

  • Kepercayaan Konsumen Naik ke 117.8, Tapi Prospek Masih Lemah: Peningkatan tipis pada sentimen konsumen didorong persepsi pendapatan yang membaik, meski ekspektasi kerja dan pendapatan ke depan melemah akibat ketidakpastian global.

 

  • Ritel Pulih, Tapi Penjualan Mobil Anjlok 22.6% di Juni: Konsumsi ritel mulai menunjukkan pemulihan, namun permintaan barang bernilai besar seperti mobil menurun tajam, mencerminkan daya beli yang melemah.

 

  • Danantara Cari Pinjaman USD 10 Miliar untuk Konsolidasikan 889 BUMN: Danantara agresif mencari modal untuk restrukturisasi aset negara, menandai pendekatan reformasi BUMN yang makin terpusat dan komersial.

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