Rilis data ekonomi US

✅ Retail Sales MoM Jul = 0,5% (vs previous 0,9%, vs consensus 0,5%)
➖ Retail Sales Control Group MoM Jul = 0,5% (vs previous 0,8%, vs consensus 0,4%)
✅ Retail Sales Ex Autos MoM Jul = 0,3% (vs previous 0,8%, vs consensus 0,3%)
➖ Retail Sales YoY Jul = 3,9% (vs previous 4,4%)

✅ Export Prices MoM Jul = 0,1% (vs previous 0,5%, vs consensus 0,1%)
❌ Import Prices MoM Jul = 0,4% (vs previous -0,1%, vs consensus 0%)
➖ Export Prices YoY Jul = 2,2% (vs previous 2,6%)
➖ Import Prices YoY Jul = -0,2% (vs previous -0,5%)

❌ NY Empire State Manufacturing Index Aug = 11,9 (vs previous 5,5, vs consensus 0)

✅ Industrial Production MoM Jul = -0,1% (vs previous 0,4%, vs consensus 0%)
❌ Industrial Production YoY Jul = 1,4% (vs previous 0,8%)
✅ Capacity Utilization Jul = 77,5% (vs previous 77,7%, vs consensus 77,5%)

✅ Michigan Consumer Sentiment Prel Aug = 58,6 (vs previous 61,7, vs consensus 62)
✅ Michigan Current Condition Prel Aug = 60,9 (vs previous 68,0, vs consensus 67,9)
➖ Michigan Consumer Expectations Prel Aug = 57,2 (vs previous 57,7, vs consensus 56,5)
❌ Michigan Inflation Expectations Prel Aug = 4,9% (vs previous 4,5%)
❌ Michigan 5 Year Inflation Expectations Prel Aug = 3,9% (vs previous 3,4%)

✅ Business Inventories MoM Jun = 0,2% (vs previous 0%, vs consensus 0,2%)
❌ Retail Inventories Ex Autos MoM Jun = -0,1% (vs previous 0,1%, vs consensus 0%)

Ekonomi US menunjukkan sisi pelemahan yang mendukung penurunan inflasi dan Fed bisa cut rate.

Namun di sisi lain, masih menunjukkan kekuatan yang belum cukup urgent untuk Fed melakukan cut rate, dengan inflasi yang masih berpotensi meningkat lagi.

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