Laporan Ketenagakerjaan AS Mulai Melambat<\/b><\/p>\n
Pasar saham Amerika Serikat S&P 500 ditutup turun sebanyak -0.5% sepanjang perdagangan pekan lalu. Pasar saham selama pekan lalu tampak tidak terpengaruh oleh pemotongan peringkat utang AS. Para investor lebih bereaksi terhadap laporan pekerjaan terbaru, yang menandakan bahwa pasar tenaga kerja yang terus-menerus ketat mungkin mulai mengendur sedikit. Pada bulan Juli, pekerjaan sektor swasta dan pemerintahan (nonfarm) bertambah sebanyak 187 ribu, lebih sedikit dari perkiraan konsensus sebelumnya pada 200 ribu, menunjukkan adanya perlambatan dalam pertumbuhan lapangan kerja. Namun, pertumbuhan pendapatan rata-rata per jam tetap stabil, naik sebesar 0.4% dibandingkan bulan lalu, melebihi perkiraan sebesar 0.3%.<\/p>\n
Inflasi Indonesia 3.08% pada Bulan Juli<\/b><\/p>\n
Pada bulan Juli 2023, tingkat inflasi di Indonesia menunjukkan tren penurunan, mencapai 3.08% year-on-year (YoY), mencatat titik terendah dalam 15 bulan terakhir. Penurunan ini dapat dikaitkan dengan normalisasi harga barang-barang yang volatil, mencatatkan deflasi sebesar -0.03% YoY, menurun secara signifikan dari puncaknya sebesar 11,5% setahun yang lalu, terutama karena penurunan inflasi pangan. Harga pangan dasar turun menjadi 0,3% YoY, angka terendah dalam tiga tahun terakhir. Meskipun terjadi penurunan inflasi, terdapat potensi risiko yang perlu dipantau. Kemungkinan cuaca kering dari fenomena alam El Nino dapat berdampak pada kenaikan harga pangan domestik.<\/p>\n
Inflasi inti juga mengalami perlambatan ke 2.43% YoY, lebih rendah dari perkiraan konsensus pada 2.52% YoY. Pelemahan inflasi inti dipengaruhi oleh produk-produk diskresioner seperti ponsel, laptop, TV, dan AC, mengindikasikan daya beli yang lebih rendah untuk barang-barang non-esensial.<\/p>\n
Meskipun inflasi telah mendekati titik tengah target BI pada bulan Juli dan inflasi inti mencapai level terendah sejak Maret 2022, pasar memperkirakan BI akan mempertahankan suku bunga kebijakan pada level 5.75%. Namun, jika permintaan domestik semakin melemah dan suku bunga Federal Reserve telah memuncak, BI mungkin mempertimbangkan pemotongan suku bunga secepatnya pada kuartal pertama tahun 2024.<\/p>\n
Peraturan Baru OJK Mengenai Unit Usaha Syariah (UUS)<\/b><\/p>\n
Otoritas Jasa Keuangan (OJK) mengeluarkan peraturan baru, POJK 12 tahun 2023, yang berkaitan dengan Unit Usaha Syariah (UUS). Peraturan ini berfungsi sebagai direktif tambahan untuk undang-undang keuangan yang baru disahkan, UU No 4 tahun 2023, yang terutama berfokus pada pengembangan dan penguatan sektor keuangan. Menurut peraturan baru tersebut, bank yang memiliki Unit Usaha Syariah (UUS) dengan total aset setidaknya Rp50 triliun atau setidaknya 50% dari aset konvensionalnya diwajibkan untuk memisahkan UUS tersebut. Hal ini dapat dilakukan dengan membentuk bank syariah baru atau menjual aset syariahnya kepada bank syariah yang sudah ada dalam jangka waktu dua tahun.<\/span><\/p>\nKey Takeaways<\/b><\/p>\n
Pasar saham Amerika Serikat S&P 500 ditutup turun sebanyak -0.5% sepanjang perdagangan pekan lalu. Para investor bereaksi terhadap laporan pekerjaan terbaru, yang menandakan bahwa pasar tenaga kerja yang terus-menerus ketat mungkin mulai mengendur sedikit. Pada bulan Juli, pekerjaan sektor swasta dan pemerintahan (nonfarm) bertambah sebanyak 187 ribu, lebih sedikit dari perkiraan konsensus sebelumnya pada 200 ribu, menunjukkan adanya perlambatan dalam pertumbuhan lapangan kerja. Namun, pertumbuhan pendapatan rata-rata per jam tetap stabil, naik sebesar 0.4% dibandingkan bulan lalu, melebihi perkiraan sebesar 0.3%.<\/p>\n
Untuk ekonomi dalam negeri, Pada bulan Juli 2023, tingkat inflasi di Indonesia menunjukkan tren penurunan, mencapai 3.08% year-on-year (YoY), mencatat titik terendah dalam 15 bulan terakhir. Inflasi inti juga mengalami perlambatan ke 2.43% YoY, lebih rendah dari perkiraan konsensus. Meskipun inflasi telah mendekati titik tengah target BI pada bulan Juli dan inflasi inti mencapai level terendah sejak Maret 2022, pasar memperkirakan BI akan mempertahankan suku bunga kebijakan pada level 5.75%. Namun, jika permintaan domestik semakin melemah dan suku bunga Federal Reserve telah memuncak, BI mungkin mempertimbangkan pemotongan suku bunga secepatnya pada kuartal pertama tahun 2024.<\/p>\n
Dalam berita ekonomi lainnya, Otoritas Jasa Keuangan (OJK) mengeluarkan peraturan baru, POJK 12 tahun 2023, yang berkaitan dengan Unit Usaha Syariah (UUS). Menurut peraturan baru tersebut, bank yang memiliki Unit Usaha Syariah (UUS) dengan total aset setidaknya Rp50 triliun atau setidaknya 50% dari aset konvensionalnya diwajibkan untuk memisahkan UUS tersebut. Hal ini dapat dilakukan dengan membentuk bank syariah baru atau menjual aset syariahnya kepada bank syariah yang sudah ada dalam jangka waktu dua tahun.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
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<\/span><\/div><\/div><\/div><\/div><\/div>ANALYSTS CERTIFICATION<\/b><\/p>\n
The views expressed in this research report accurately reflect the analysts\u2019 personal views about any and all of the subject securities or issuers; and no part of the research analyst’s compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressed in the report.<\/span><\/p>\n\u00a0<\/b><\/p>\n
DISCLAIMERS<\/b><\/p>\n
This research is based on information obtained from sources believed to be reliable, but we do not make any representation or warranty nor accept any responsibility or liability as to its accuracy, completeness or correctness. Opinions expressed are subject to change without notice. Contents in this research is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you find on our report and wish to rely upon, whether for the pur-pose of making an investment decision or otherwise. Any recommendations contained in this document does not have regard to the specific investment objectives, financial situation and the particular needs of any specific addressee. This document is not and should not be construed as an offer or a solicitation of an offer to purchase or subscribe or sell any securities. PT. Surya Timur Alam Raya or its affiliates may seek or will seek investment or other business relationships with entities in this report.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":4170,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3505","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-update"],"acf":[],"yoast_head":"\nLaporan Ketenagakerjaan AS Mulai Melambat - Star Asset Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/star-am.com\/id\/2023\/08\/07\/star-insight-market-update-7-agustus-23\/\" \/>\n<meta property=\"og:locale\" content=\"id_ID\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Laporan Ketenagakerjaan AS Mulai Melambat - 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