Rilis data ekonomi US

✅ Building Permits Prel Nov = 1,388M (vs previous 1,411M)
➖ Building Permits Prel Dec = 1,448M (vs previous 1,388M, vs consensus 1,40M)
✅ Building Permits MoM Prel Nov = -1,6% (vs previous -0,3%)
➖ Building Permits MoM Prel Dec = 4,3% (vs previous -1,6%, vs consensus -0,2%)
➖ Housing Starts Nov = 1,322M (vs previous 1,272M)
➖ Housing Starts Dec = 1,404M (vs previous 1,322M, vs consensus 1,33M)
➖ Housing Starts MoM Nov = 3,9% (vs previous -4,2%)
➖ Housing Starts MoM Dec = 6,2% (vs previous 3,9%)

➖ Durable Goods Orders MoM Dec = -1,4% (vs previous 5,4%, vs consensus -2%)
❌ Durable Goods Orders Ex Transport MoM Dec = 0,9% (vs previous 0,4%, vs consensus 0,3%)
✅ Durable Goods Orders Ex Defense MoM Dec = -2,5% (vs previous 6,6%)
➖ Non Defense Goods Orders Ex Aircraft MoM Dec = 0,6% (vs previous 0,8%, vs consensus 0,4%)

✅ NY Fed Services Activity Index Feb = -25,7 (vs previous -16,1)

❌ Industrial Production MoM Jan = 0,7% (vs previous 0,2%, vs consensus 0,4%)
❌ Industrial Production YoY Jan = 2,3% (vs previous 1,3%)
❌ Manufacturing Production MoM Jan = 0,6% (vs previous 0%, vs consensus 0,4%)
❌ Manufacturing Production YoY Jan = 2,4% (vs previous 1,5%)
➖ Capacity Utilization Jan = 76,2% (vs previous 75,7%, vs consensus 76,5%)

Resiliensi terbatas ekonomi US masih terus tampak dari rilis data ekonomi terakhir.

Peluang Fed menurunkan suku bunga tahun ini masih ada dengan masih berlangsungnya tren penurunan inflasi.
Namun belum cukup meyakinkan untuk dilakukan dalam waktu dekat.

$BTC $BMRI $INET