{"id":559058,"date":"2023-12-19T16:28:06","date_gmt":"2023-12-19T09:28:06","guid":{"rendered":"https:\/\/www.vibiznews.com\/?p=559058"},"modified":"2023-12-19T16:31:07","modified_gmt":"2023-12-19T09:31:07","slug":"sentimen-dovish-the-fed-sebabkan-aksi-beli-di-pasar-sbn","status":"publish","type":"post","link":"https:\/\/vibiznews.com\/index.php\/2023\/12\/19\/sentimen-dovish-the-fed-sebabkan-aksi-beli-di-pasar-sbn\/","title":{"rendered":"Sentimen Dovish The Fed Sebabkan Aksi Beli di Pasar SBN"},"content":{"rendered":"<p style=\"text-align: justify;\">(Vibiznews \u2013 Bonds &amp; Mutual Fund) \u2013 Euforia global terhadap peluang <em>dovish pivot<\/em> The Fed pada kuartal I-2024 mendorong aksi beli besar-besaran di pasar surat berharga negara (SBN). Hal ini dimulai dari minggu lalu pada Kamis (14\/12).<\/p>\n<h5 style=\"text-align: justify;\">Hal ini tercermin dari penurunan yield obligasi pemerintah Indonesia (INDOGB) dan Obligasi USD Negara Indonesia (INDON) untuk seluruh tenor.<\/h5>\n<p style=\"text-align: justify;\">Perlu diketahui, penurunan yield INDOGB terbesar dicatat oleh tenor 5 tahun, yakni 17 bps menjadi 6,53%. Selanjutnya penurunan yield diikuti oleh tenor 10 tahun sebesar 12 bps menjadi 6,63% dan tenor 2 tahun sebesar 6 bps menjadi 6,61%.<\/p>\n<p style=\"text-align: justify;\">Sementara itu, penurunan yield INDON terbesar dicatat oleh tenor 10Y sebesar 25 bps menjadi 4,95%. Diikuti oleh yield tenor 5 tahun yang turun 22 bps menjadi 4,7% dan tenor 2 tahun sebesar 20 bps menjadi 4,91%.<\/p>\n<h5 style=\"text-align: justify;\">Meskipun yield INDOGB dan INDON turun tajam, yield spread antara kedua instrumen ini dengan US treasury masih kompetitif dengan besaran 271 bps untuk INDOGB dan 103 bps untuk INDON. Hal inilah yang menyebabkan aksi beli terjadi di pasar SBN.<\/h5>\n<p style=\"text-align: justify;\">Berdasarkan data transaksi BI periode 11 \u2013 14 Desember 2023, nonresiden di pasar keuangan domestik tercatat beli neto Rp3,98 triliun di pasar Surat Berharga Negara (SBN). Artinya pasar SBN bukan hanya diminati investor domestik tetapi investor asing juga melakukan aksi beli.<\/p>\n<p style=\"text-align: justify;\">Pasar surat berharga negara (SBN) kembali mencatat aksi beli terbatas pada Senin (18\/12). Hal ini seiring meluasnya sentimen dovish pivot dari The Fed ke Bank Sentral Eropa (ECB).<\/p>\n<h5 style=\"text-align: justify;\">Yield obligasi pemerintah Indonesia (INDOGB) tenor 10 tahun turun 5 bps menjadi 6,52%. Angka ini jauh lebih rendah dari batas bawah JIBOR 1M (6,66%).<\/h5>\n<p style=\"text-align: justify;\">Sejalan dengan itu, yield Obligasi USD Negara Indonesia (INDON) tenor 10 tahun dan 5 tahun mencatat penurunan masing-masing sebesar 3 bps dan 2 bps menjadi 4,89% dan 4,63%.<\/p>\n<p style=\"text-align: justify;\">Analis Vibiz Research melihat potensi <em>overbought<\/em> terhadap kedua instrument tersebut.<\/p>\n<h5 style=\"text-align: justify;\"><em>Overbought<\/em> instrumen INDOGB terjadi pada tenor 10 tahun dengan posisi yield saat ini 14 bps lebih rendah dari batas bawah JIBOR 1M.<\/h5>\n<p style=\"text-align: justify;\">Sementara itu, <em>overbought<\/em> instrumen INDON terpantau dari selisih yield INDON 10 tahun versus US Treasury saat ini sebesar 97 bps. Angka ini lebih rendah dari rata-rata setahun maupun enam bulan terakhir (118 bps).<\/p>\n<p style=\"text-align: justify;\">Demikian juga, menurut penulis pasar SBN ritel di 2024 masih berpeluang tetap semarak. Pencapaian di 2023, potensi penurunan suku bunga global, dan solidnya pertumbuhan ekonomi dalam negeri menjadi pendorongnya.<\/p>\n<p><em>Belinda Kosasih\/ Partner of Banking Business Services\/Vibiz Consulting<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Vibiznews \u2013 Bonds &amp; Mutual Fund) \u2013 Euforia global terhadap peluang dovish pivot The Fed pada kuartal I-2024 mendorong aksi beli besar-besaran di pasar surat berharga negara (SBN). Hal ini dimulai dari minggu lalu pada Kamis (14\/12). Hal ini tercermin dari penurunan yield obligasi pemerintah Indonesia (INDOGB) dan Obligasi USD Negara Indonesia (INDON) untuk seluruh [&hellip;]<\/p>\n","protected":false},"author":101013,"featured_media":439737,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[179,3011],"tags":[14379,14268,14380,10893],"class_list":["post-559058","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bond-mutual","category-news-insight","tag-dovish","tag-indogb","tag-indon","tag-sbn"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sentimen Dovish The Fed Sebabkan Aksi Beli di Pasar SBN - 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