Rilis data ekonomi US

✅ Industrial Production MoM Oct = -0,1% (vs previous and consensus 0,1%)
❌ Industrial Production MoM Nov = 0,2% (vs previous -0,1%)
❌ Industrial Production YoY Oct = 2,2% (vs previous 1,9%)
❌ Industrial Production YoY Nov = 2,5% (vs previous 2,2%)
✅ Manufacturing Production MoM Oct = -0,4% (vs previous 0%)
➖ Manufacturing Production MoM Nov = 0% (vs previous -0,4%)
❌ Manufacturing Production YoY Oct = 2,1% (vs previous 1,8%)
➖ Manufacturing Production YoY Nov = 1,9% (vs previous 2,1%)
➖ Capacity Utilization Oct = 75,9% (vs previous 76%, vs consensus 75,9%)
➖ Capacity Utilization Nov = 76% (vs previous 75,9%)

✅ CB Consumer Confidence Dec = 89,1 (vs previous 92,9, vs consensus 91)

✅ Richmond Fed Manufacturing Index Dec = -7 (vs previous -15, vs consensus -7)
✅ Richmond Fed Services Revenues Dec = -6 (vs previous -4)

❌ Redbook YoY Dec 20th = 7,2% (vs previous 6,2%)

Output industri dan manufaktur US tetap resilien cenderung menguat dengan hanya pelemahan terbatas.
Mendukung kondisi ekonomi US lebih baik, namun di sisi lain menurunkan peluang Fed menurunkan suku bunga lebih lanjut.

Di sisi lain, keyakinan konsumen menurun di bawah ekspektasi.
Kemudian indeks aktivitas ekonomi Richmond juga masih terus di zona negatif.
Menunjukkan sisi lemah ekonomi US yang tetap membuka peluang penurunan inflasi.

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