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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
Tariffs Threaten, US Markets Focus on Inflation Data
Monday, 14 July 2025 21:13 WIB | US Stocks

United States Stock Market The three major US indexes traded flat on Monday, as trade tensions escalated following President Trump's weekend announcement of 30% tariffs on imports from the EU and Mexico, which will take effect on August 1. Leaders from both trading partners have pledged to continue negotiations with the US in hopes of reaching a deal that could reduce the tariff hikes. Meanwhile, investors are gearing up for tomorrow's key CPI report, which is expected to show rising inflation as companies begin to pass on higher import costs. Healthcare and energy were the...

Hang Seng Posts Third Session Of Gains Amid Upbeat China Data
Monday, 14 July 2025 16:43 WIB | IndeksHangSeng

The Hang Seng Index rose 64 points, or 0.3%, to close at 24,203 on Monday (July 14), extending gains for the third consecutive session as investors responded positively to Chinese trade data. Exports grew 5.8% year-on-year (yoy) in June, beating the 5% projection as companies accelerated deliveries amid a fragile tariff truce ahead of the August deadline. Meanwhile, imports grew 1.1% after a 3.4% decline in May. Adding to optimism, new yuan loans increased faster than expected in June, driven by a seasonal surge in loan issuance and strong government bond sales. However, further gains were...

European Stocks Slide as Trump Threatens 30% Trade Tariffs
Monday, 14 July 2025 14:24 WIB | Eropa

European stocks fell on Monday after President Donald Trump dialed up trade tensions by announcing a 30% tariff on goods from the region. The Stoxx Europe 600 Index fell 0.5% as of 8:20 a.m. in London. The consumer and auto sectors were the biggest laggards.  Following renewed tariff pressure from Trump, the European Union is getting ready to step up its engagement with other countries hit by levies. The region's benchmark is still up slightly in July, with investors turning their attention to the impact of duties on earnings.  "While 30% tariffs on the EU...

Japanese Shares Fall As BOJ Survey Shows High Inflation Expectations
Monday, 14 July 2025 14:01 WIB | Nikkei 225

Japanese shares ended lower on Monday as a Bank of Japan survey showed 85% of households expect prices to rise, while the central bank may potentially raise its inflation forecast this month on stubborn food costs. The Nikkei 225 declined 0.28%, or 110.06 points, to end at 39,459.62. About 85% of Japanese households expect prices to rise over the next year, slightly down from 86.7% in March, a Bank of Japan survey showed on Monday. The central bank is considering raising its inflation forecast for the current fiscal year due to rising food costs, Reuters reported, citing sources. However,...

Hang Seng Index Opens Lower as Tech and Automotive Stocks Show Mixed Performance
Monday, 14 July 2025 09:16 WIB | Saham Hong Kong Index Hang Seng

The Hang Seng Index opened 39 points lower, a decline of 0.16%, settling at 24,100 points. Meanwhile, the China Enterprises Index dropped 8 points or 0.09% to 8,679 points, and the Technology Index fell 8 points or 0.15% to 5,240 points. Technology stocks showed mixed performance: Tencent edged up 0.1%, Alibaba slipped 0.6%, Meituan declined 0.1%, Xiaomi Group gained 0.2%, and Kuaishou rose 0.5%. Financial stocks were generally weaker. HSBC Holdings dropped 1.1%, AIA Group fell 0.5%, Ping An Insurance edged up 0.1%, and the Hong Kong Stock Exchange declined 0.1%. Automotive stocks also saw...

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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...