Riset Ekonomi Harian - PT Samuel Sekuritas Indonesia

Sorotan Berita dan Data
Riset Ekonomi Harian
Kurs – Komoditas - Obligasi
06 Juli 2017
Samuel Research
Berita Global

Moody’s Investors Service menurunkan prospek kredit Qatar menjadi
negatif. (Bisnis Indonesia)

Nontulensi FOMC meeting menunjukkan kekhawatiran the Fed
terhadap laju inflasi yang melambat sehingga laju kenaikan FFR target
perlu dikaji. The Fed semakin yakin penyusutan neraca harus dimulai
tahun ini. (Reuters)
Berita Domestik

Menkeu Sri Mulyani Indrawati memastikan, pemerintah akan membayar
utang subsidi BBM kepada PT Pertamina. (Detik)

Menkeu Sri Mulyani mengatakan, dalam RAPBNP 2017 ada potensi
pelebaran defisit yakni dari 2,41% PDB dalam APBN 2017, menjadi
2,67% PDB. (Kontan)

Menteri ESDM Ignasius Jonan mengatakan TDL tidak akan naik hingga
31 Des17. (Antara)

Kepala Bappenas Bambang Brodjonegoro mengatakan Presiden Joko
Widodo telah meminta mengkaji secara mendalam dan komprehensif
terkai rencana pemindahan ibukota negara. (Antara)

Menko Perekonomian Darmin Nasution dan Menkeu Sri Mulyani
membahas persiapan penerapan paket kebijakan ekonomi XV. (Antara)

BI memperkirakan pertumbuhan ekonomi 2Q17 mencapai 5,11% YoY,
lebih rendah dari perkiraan sebelumnya. (Antara)

Pemerintah dan DPR sepakat pertumbuhan ekonomi 2018 semula
diusulkan pada kisaran 5,4%- 6,1% ditetapkan menjadi 5,2%-5,6%.
(Kontan)
The Fed mulai ragu, harga minyak kembali turun. Notulensi FOMC
meeting memperjelas mulai adanya keraguan terhadap laju kenaikan FFR
target yang terlalu cepat melihat inflasi yang mulai melambat. Dollar index
terlihat stabil tetapi yield UST mulai kembali turun bersama dengan turunnya
yield obligasi global. Harga minyak kembali turun, menandakan faktor
pasokan berlebih masih ada. Fokus tertuju pada data tenaga kerja AS.
Faktor global dominasi rupiah, prospek pertumbuhan memburuk.
Rupiah masih cenderung menguat mengikuti sentimen pelemahan dollar di
Asia pada perdagangan Rabu kemarin. Dari domestik, inflasi yang naik akan
dibarengi oleh prospek pertumbuhan yang tidak sebaik pekiraan
sebelumnya. Pembahasan RAPBN 2018 masih akan menjadi fokus utama
domestik. Rupiah berpeluang mempertahankan sentimen penguatannya.
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Ekonomi Harian
Research Team
Andy Ferdinand, CFA
Head Of Equity Research, Strategy,
Banking, Consumer
[email protected]
+6221 2854 8148
Rangga Cipta
Economist
[email protected]
+6221 2854 8396
Muhamad Makky Dandytra, CFTe
Technical Analyst
[email protected]
+6221 2854 8382
Akhmad Nurcahyadi, CSA
Auto, Aviation, Cigarette, Construction
Healthcare, Heavy Equipment, Property
[email protected]
+6221 2854 8144
Arandi Ariantara
Cement, Telecommunication, Utility
[email protected]
+6221 2854 8392
Marlene Tanumihardja
Poultry, Retail, Small Caps
[email protected]
+6221 2854 8387
Sharlita Lutfiah Malik
Mining, Plantation
[email protected]
+6221 2854 8339
Nadya Swastika
Research Associate
[email protected]
+6221 2854 8338
Evelyn Satyono
Head of PWM / Institutional Sales
[email protected]
+6221 2854 8380
Muhamad Alfatih CSA, CTA, CFTe
Senior Technical Portfolio Advisor
[email protected]
+6221 2854 8129
Ronny Ardianto
Institutional Equity Sales
[email protected]
+6221 2854 8399
Clarice Wijana
Institutional Equity Sales
[email protected]
+6221 2854 8395
Fachruly Fiater
Institutional Equity Sales
[email protected]
+6221 2854 8325
Kelvin Long
Head of Equities
[email protected]
+6221 2854 8150
Yulianah
Institutional Equity Sales
[email protected]
+6221 2854 8146
Lucia Irawati
Retail Equity Sales
[email protected]
+6221 2854 8173
R. Virine Tresna Sundari
Head of Fixed Income
[email protected]
+6221 2854 8170
Yenny Immanuela Batubara
Senior Fixed Income Sales
[email protected]
+6221 2854 8384
Dina Afrilia
Senior Fixed Income Sales
[email protected]
+6221 2854 8309
Rudianto Nugroho
Fixed Income Sales
[email protected]
+6221 2854 8306
Nugroho Nuswantoro
Head of Marketing Online Trading
[email protected]
+6221 2854 8372
Wahyu Widodo
Marketing
[email protected]
+6221 2854 8371
Aben Epapras
Marketing
[email protected]
+6221 2854 8389
Private Wealth Management
Equity Sales Team
Fixed Income Sales Team
Online Trading Sales Team
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