Rilis data ekonomi US

✅ PPI MoM Oct = 0,1% (vs previous 0,6%)
➖ PPI MoM Nov = 0,2% (vs previous 0,1%, vs consensus 0,2%)
✅ PPI YoY Oct = 2,8% (vs previous 3%)
❌ PPI YoY Nov = 3% (vs previous 2,8%, vs consensus 2,7%)
➖ Core PPI MoM Oct = 0,3% (vs previous 0,4%)
✅ Core PPI MoM Nov = 0,0% (vs previous 0,3%, vs consensus 0,2%)
➖ Core PPI YoY Oct = 2,9% (vs previous 2,9%)
❌ Core PPI YoY Nov = 3% (vs previous 2,9%, vs consensus 2,7%)
❌ PPI Ex Food Energy Trade MoM Oct = 0,7% (vs previous 0,2%)
✅ PPI Ex Food Energy Trade MoM Nov = 0,2% (vs previous 0,7%)
❌ PPI Ex Food Energy Trade YoY Oct = 3,4% (vs previous 3,0%)
❌ PPI Ex Food Energy Trade YoY Nov = 3,5% (vs previous 3,4%)

❌ Retail Sales MoM Nov = 0,6% (vs previous -0,1%, vs consensus 0,4%)
➖ Retail Sales Control Group MoM Nov = 0,4% (vs previous 0,6%, vs consensus 0,4%)
❌ Retail Sales Ex Autos MoM Nov = 0,5% (vs previous 0,2%, vs consensus 0,4%)
➖ Retail Sales Ex Gas Autos MoM Nov = 0,4% (vs previous 0,4%)
➖ Retail Sales YoY Nov = 3,3% (vs previous 3,3%)

➖ Current Account Q3 = USD -226,4B (vs previous USD -249,2B, vs consensus USD -238,4B)

➖ Existing Home Sales Dec = 4,35M (vs previous 4,14M, vs consensus 4,21M)
➖ Existing Home Sales MoM Dec = 5,1% (vs previous 0,7%)

✅ Business Inventories MoM Oct = 0,3% (vs previous 0,3%, vs consensus 0,2%)
✅ Retail Inventories Ex Autos MoM Oct = 0,3% (vs previous and consensus 0%)

➖ Monthly Government Budget Statement Dec = USD -145B (vs previous USD -173B, vs consensus USD -150B)

Inflasi harga produsen US masih sulit turun, namun juga tidak mengalami peningkatan yang mengkhawatirkan.

Rangkaian data di atas masih menunjukkan resiliensi ekonomi US, terhindar dari pemburukan yang terlampau parah.

Fed masih mungkin melanjutkan cut rate tahun ini. Namun frekuensi dan timing pelaksanaannya masih sangat dinamis.

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