Berani apa Bernanke turunin sampai 1%? Saya sih ok aja, apalagi kalau rupiah bisa 2500 lagi. Masalahnya negara lain gak ada yang nurunin rate, bahkan China naikin rate nya. Kalau Fed, tugas utamanya mengatur kebijakan ekonomi US secara keseluruhan, bukan hanya kredit macet, tapi juga kurs. Dan kita tahu kurs jauh lebih penting. Kredit macet subprime relatif ter contained (apa ya bhs indonya?) di US dan bursa saja, tapi kalau pelemahan USD efeknya jauh lebih luas.
Memang dilematis sih. serba salah. Menurut saya kayaknya fed bakal nurunin discount rate lagi, karena fed udah ngucurin duit banyak ke bank. Regards, DE From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of James Arifin Sent: Wednesday, September 12, 2007 11:35 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] FED akan turun !!! nggak ada rumus mana yg bagus dong kl gitu, naik salah turun salah. Kalau FED naik maka inflasi turun, defisit perdagangan mungkin mengecil tp CPI akan turun, dilanjut PPP turun trus indeks ikutan bearish lagi karena laporan keuangan jelek ... menurut saya dari historical tiap Fed rate turun indeks bullish lihat aja waktu FED hingga 1% memangnya US langsung collapse? Nggak lah, market has its own movement On 9/12/07, HS <[EMAIL PROTECTED]> wrote: iya, saham akan rally sementara. Tapi fundamental ekonomi AS tdk bgs, kalo fed rate dipaksa turun, inflasi makin tdk terkendali, defisit perdagangan makin lebar, nilai tukar (khususnya thd Euro dan Yen) makin terdepresiasi, defisit anggaran naik, Akhirnya Fed tarik rem tangan! Trus pasar bearish.. --- Eka Suwandana < <mailto:esuwandan%40yahoo.com> [EMAIL PROTECTED]> wrote: > Fed turun saham rally pak HS! Udah rumus itu. > > James Arifin < <mailto:james.arifin%40gmail.com> [EMAIL PROTECTED]> wrote: > Maksud saya kalau menurut HS Fed rate turun maka US > ambruk, sekarang kalau Fed rate nggak turun juga > ambruk maka .. what choice is left? No change isn't > it > > On 9/11/07, Eka Suwandana <[EMAIL PROTECTED] <mailto:esuwandan%40yahoo.com> > > wrote: ambruk kayaknya! > > James Arifin <[EMAIL PROTECTED] <mailto:james.arifin%40gmail.com> > wrote: > terus kl fed rate nggak turun, apa US juga akan > ambruk juga ... heheheh > > On 9/11/07, HS <[EMAIL PROTECTED] <mailto:handokosatria%40yahoo.com> > wrote: > > iya naik dulu tapi fatamorgana, abs itu amblas.. > > --- Eka Suwandana <[EMAIL PROTECTED] <mailto:esuwandan%40yahoo.com> > wrote: > > > The fed rate turun pastilah saham naik! > > --- HS <[EMAIL PROTECTED] <mailto:handokosatria%40yahoo.com> > wrote: > > > > > kalo sampe fed rate turun, cuci gudang aja > sambil > > > liatin us ambruk > > > > > > --- "Siswantoro, Dodik" < [EMAIL PROTECTED] <mailto:kidod25%40yahoo.com> > > wrote: > > > > > > > Kalau Ben emang basis akademisi, ia akan > > turunkan > > > > rate > > > > tapi emang turun tipis sih: > > > > > > > > 1. Menurut Futures contract diestimasikan jadi > > > > 5,15% > > > > > > > > 2. Menurut Based on 30-day Eurodollar futures > > > traded > > > > on the Chicago Mercantile Exchange > diestimasikan > > > > jadi > > > > 5,14% > > > > > > > > Kira2 bisa ga FED cuma turun 10 basis point?? > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > __________________________________________________________ > > > > Got a little couch potato? > > > > Check out fun summer activities for kids. > > > > > > > > > > http://search.yahoo.com/search?fr=oni_on_mail <http://search.yahoo.com/search?fr=oni_on_mail&p=summer+activities+for+kids&; cs=bz> &p=summer+activities+for+kids&cs=bz > > > > > > > > > > > > > > > > > > > > > > > > > > __________________________________________________________ > > > > Need a vacation? Get great deals > > > to amazing places on Yahoo! Travel. > > > http://travel.yahoo.com/ > > > > > > > > > __________________________________________________________ > Looking for a deal? Find great prices on flights and > hotels with Yahoo! FareChase. > http://farechase.yahoo.com/ > > > > > > > > > > > > > > > > > > > > > > > __________________________________________________________ Shape Yahoo! in your own image. Join our Network Research Panel today! http://surveylink.yahoo.com/gmrs/yahoo_panel_invite.asp?a=7 No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.485 / Virus Database: 269.13.15/1002 - Release Date: 9/11/2007 5:46 PM
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