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Big Alpha

@BigAlphaID

Latest & reliable updates on economy, market, business and everything in between (curated from multiple sources). Check our website!

Jakarta Capital Region Katılım Ocak 2018
141 Takip Edilen187.1K Takipçiler
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Vinsen
Vinsen@vnsn__·
Pak Airlangga bilang skenario APBN paling pesimis: ICP di $115, kurs USD Rp17.500, bond yield 7,02%, defisit 4,06%. Have a great holiday, everyone 😊
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Adam Kobeissi
Adam Kobeissi@TKL_Adam·
If there is anything we have learned over the last 12 months: President Trump makes tons of major market-moving decisions on Friday nights, just hours after markets are closed. Between June 2025 airstrikes on Iran's nuclear sites, the October 10th "100% China tariff" threat, closure of Venezuela's airspace, February 28th strikes on Iran, and now the targeting of Khrag Island, it has become a clear part of President Trump's strategy. Trump will look to apply more pressure this weekend before markets open. He has 45 hours until futures open.
The Kobeissi Letter@KobeissiLetter

What just happened to Iran's Kharg Island? President Trump just said the US has carried out the "most powerful bombing raids in Middle East history" on Kharg island. This is a MAJOR escalation for oil markets. Here's why: Kharg Island has been described as the "crown jewel" of Iran's oil industry. It is a vital, tiny island in the northern Persian Gulf that manages ~90% of Iran's crude oil exports. Kharg Island alone handles ~2% of global oil supply. In the lead up to the war, Iran was exporting as much as 3 MILLION barrels of oil per day from Kharg Island. Trump said that the US military has "chosen NOT to wipe out the Oil Infrastructure on the Island" for now. However, President Trump also said he will reconsider this decision should Iran "do anything to interfere with the free and safe passage of Ships through the Strait of Hormuz," which Iran is clearly doing right now. In other words, President Trump appears to be paving the path for the destruction of oil infrastructure on one of the world's most crucial oil ports and islands. It's no coincidence this came just 2 hours after markets closed for the weekend. Buckle up for a busy weekend ahead.

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Big Alpha
Big Alpha@BigAlphaID·
Menkeu Purbaya menyatakan siap untuk menaikkan ambang batas defisit APBN, yang selama ini dijaga di angka 3%. Hal ini dilakukan jika wacana ini mendapat restu Presiden Prabowo dan DPR.
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Big Alpha
Big Alpha@BigAlphaID·
IHSG ditutup rontok-3%, sekarang berada di level 7.100an.
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Big Alpha
Big Alpha@BigAlphaID·
Tanya kenapa?
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Big Alpha
Big Alpha@BigAlphaID·
Lagi dan lagi kami mengajak kalian untuk menonton Unfiltered bersama pak @tomlembong ini. Makin hari makin relevan. Hit that like button and subscribe! youtu.be/uIYXdZRksSw?si…
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Big Alpha
Big Alpha@BigAlphaID·
Menkeu Purbaya membuka kemungkinan untuk menaikkan harga bbm bersubdi jika harga minyak dunia terus melonjak. Per pagi ini, harga minyak dunia sudah tembus $113 per barel.
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Big Alpha@BigAlphaID·
Malangnya IHSG. Sentimen negatif yang datang bertubi-tubi, membuat IHSG terperosok -15% sejak awal tahun.
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Big Alpha
Big Alpha@BigAlphaID·
FYI, asumsi harga minyak dunia di APBN 2026 adalah $70 per barel.
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Big Alpha
Big Alpha@BigAlphaID·
Menteri Bahlil menyatakan harga Pertalite akan dijaga di level Rp10.000 sampai setidaknya Hari Raya Lebaran, di tengah naiknya harga minyak dunia.
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Big Alpha
Big Alpha@BigAlphaID·
IHSG rontok -5% ke level 7.500an. Level ini sudah lebih rendah dibandingkan saat jatuhnya IHSG akibat sentimen MSCI beberapa minggu yang lalu.
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Big Alpha
Big Alpha@BigAlphaID·
Portfolio aman?
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Big Alpha
Big Alpha@BigAlphaID·
"I don't want to see it go on too long, I always thought it would be 4 weeks and we're a little ahead of schedule (now).." Adalah jawaban yang diberikan Trump ketika ditanya CNN berapa lama perang dengan Iran akan berlangsung.
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Big Alpha
Big Alpha@BigAlphaID·
Hit that like button and subscribe!
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Big Alpha
Big Alpha@BigAlphaID·
Ketahanan ekonomi nasional sekarang akan sangat diuji dengan pecahnya konflik di Timur Tengah. Kalau selama ini kita bisa survive dengan suhu 80° - 90°, situasi bisa "mendidih" dengan cepat. Persis seperti yang diprediksi @tomlembong di podcast ini youtu.be/uIYXdZRksSw?si…
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Big Alpha
Big Alpha@BigAlphaID·
Pernyataan ini disampaikan di tengah meningkatnya ketegangan di kawasan, dengan Indonesia menawarkan peran diplomatik untuk membantu meredakan konflik dan mendorong dialog antara kedua pihak.
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Big Alpha@BigAlphaID·
Kementerian Luar Negeri Indonesia menyatakan bahwa Presiden Prabowo Subianto siap menjadi mediator antara Washington dan Teheran menyusul serangan Amerika Serikat dan Israel terhadap Iran.
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