Fuel narasi $BBRI $BMRI $BBCA minggu depan

Domestik:
- Petinggi BEI & OJK mundur. Jalur komunikasi dan penyerahan data tambahan utk MSCI jadi respon awal. Danantara setuju dan no friction thdp announcement MSCI. Bullish signal, risk: pengganti kurang kredibel.
- Dapen naikkan limit investasi. Hanya LQ45, big banks directly affected. Bullish signal, risk: kenaikan limit terhambat / perubahan regulasi.

Global:
- New US Fed: Kevin Warsh. Short-term searah dgn kemauan Trump menurunkan rate, historically hawkish dgn stance condong ke strong dollar. Mixed signal.
- Emas, perak dan logam mulia turun. Historically pertanda menurunnya gejolak / ketidakpastian ekonomi. Bullish signal, risk: continued volatility.
- Other issues: US government partially shutdown, tension in Iran, UK-China etc.

Overall, big banks bullish. Tetap perhatikan respon MSCI dan pergantian kepemimpinan BEI & OJK.
Dua minggu lagi menuju bulan puasa, perhatikan sektor consumer goods, retail, transportasi, infrastruktur, dan telekomunikasi! 👀