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Friday, 1 August 2025 21:13 WIB

The ISM Manufacturing PMI fell to 48 in July 2025 from 49 in June, missing expectations of a rise to 49.5. This figure marked the fifth consecutive month of contraction in the manufacturing sector and was the weakest since October of last year. The largest negative contributions came from declines in supplier deliveries (45.7 vs. 46.7) and employment (43.4 vs. 45.0). On the positive side, production increased (51.4 vs. 50.3), while declines in new orders (47.1 vs. 46.4) and backlogs (46.8 vs. 44.3) eased. Price pressures also eased, with the price index falling to 64.8 from 69.7. Source:...

RECENT NEWS
Powell's press conference takeaways.
Thursday, 31 July 2025 02:08 WIB | ECONOMIC

Economy is in a solid position.Inflation is somewhat above target.Believe the current stance of policy leaves us well positioned to respond in a timely way.Moderation in growth reflects a slowdown in consumer spending.Activity in the housing sector remains weak.Unemployment is low and has remained in a narrow range.Wide set of indicators suggests the job market is near maximum employment.Expects PCE up 2.5% and Core up 2.7% in 12 months through June.Most measures of longer-run inflation expectations are consistent with the Fed's goal.Tariffs have exerted pressure on some goods, but the wider...

Fed Leaves Rates Steady
Thursday, 31 July 2025 01:09 WIB | FOMC

The Federal Reserve left the federal funds rate steady at the 4.25%–4.50% target range for a fifth consecutive meeting in July 2025, in line with expectations. Policymakers noted that although swings in net exports continue to affect the data, recent indicators suggest that growth of economic activity moderated in the first half of the year. The unemployment rate remains low, and labor market conditions remain solid. In addition, inflation remains somewhat elevated, and uncertainty about the economic outlook persists. The Fed reinforced that additional adjustments to the target range for...

Fed's Waller wants July interest rate cut amid rising growth, job market risks
Friday, 18 July 2025 07:46 WIB | Fiskal & Moneter

Federal Reserve Governor Christopher Waller said on Thursday he continues to believe the U.S. central bank should cut interest rates at the end of this month amid mounting risks to the economy and the strong likelihood that tariff-induced inflation will not drive a persistent rise in price pressures. "It makes sense to cut the FOMC's policy rate by 25 basis points two weeks from now," Waller told a gathering of the Money Marketeers of New York University. "I see the hard and soft data on economic activity and the labor market as consistent: The economy is still growing, but its momentum...

Fed Minutes Show Committee Split Around Inflation Worries
Thursday, 10 July 2025 01:06 WIB | Federal Reserve FOMC

The emerging divide among Federal Reserve officials over the outlook for interest rates is being driven largely by differing expectations for how tariffs might affect inflation, a record of policymakers' most recent meeting showed. "While a few participants noted that tariffs would lead to a one-time increase in prices and would not affect longer-term inflation expectations, most participants noted the risk that tariffs could have more persistent effects on inflation," the minutes of the Federal Open Market Committee's June 17-18 meeting said. New rate projections released...

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ASIA
China Manufacturing Shrinks for 3rd Month
Monday, 30 June 2025 09:46 WIB

China's official NBS Manufacturing PMI increased to 49.7 in June 2025 from May's 49.5, matching market expectations while marking the third consecutive month of contraction in factory activity. It...

EUROPE
European Shares Muted
Friday, 6 June 2025 14:47 WIB

Both the STOXX 50 and STOXX 600 hovered around the flatline on Friday, as investors adopted a cautious stance ahead of further developments in trade talks between US President Trump and Chinese...

GLOBAL ECONOMY
U.S. Imposes 30% Tariff on South Africa After Trade Talks Fail
Friday, 1 August 2025 14:13 WIB

The U.S. will levy a 30% tariff on South African exports next week, after Pretoria failed to reach a trade deal before President Donald Trump's deadline. The new rate is part of a broader executive...