[CC] INFLASI AMERIKA TERTINGGI SELAMA 30 TAHUN, APA DAMPAK PADA PASAR SAHAM ?

Summary

This video explains the causes and effects of the highest inflation in the U.S. in 30 years, which reached 6.2% YoY in October. It discusses how the COVID-19 pandemic led to supply chain disruptions, job losses, and an increase in demand, ultimately pushing prices higher. The video also explores how this inflation impacts the U.S. dollar, the rupiah, and Indonesian stock markets, advising investors to stay informed, manage risks, and prepare cash reserves to take advantage of potential market corrections.

Takeaways

• 😀 High inflation in the United States reached 6.2% YoY in October 2021, the highest in 30 years.
• 😀 The typical inflation rate in the US is around 2%, but COVID-19 caused a significant increase due to disruptions in supply and demand.
• 😀 During the pandemic, demand for goods fell dramatically, causing businesses to close, and millions of people lost their jobs.
• 😀 As the pandemic receded, demand surged, but supply couldn’t keep up, pushing prices higher, especially in sectors like automobiles and technology.
• 😀 The chip shortage, critical for cars, phones, and other electronics, further delayed production and contributed to inflation.
• 😀 The Federal Reserve’s large money printing increased the money supply, which exacerbated inflation.
• 😀 Prices of energy, gasoline, housing, food, new cars, and used cars have all risen significantly, contributing to the inflation rate.
• 😀 Inflation in the US can impact Indonesia by weakening the Rupiah, especially if the Fed raises interest rates to combat inflation.
• 😀 A weaker Rupiah increases costs for companies relying on imported raw materials and those with debts in US Dollars.
• 😀 Rising costs for businesses and increasing debt values can lower corporate profitability, which in turn affects stock prices.
• 😀 If the Fed raises interest rates, it can cause capital outflows from Indonesian markets, leading to a decline in the Indonesian stock market (IHSG).

Q & A

What is the current inflation rate in the U.S. as of October 2021?

As of October 2021, the inflation rate in the U.S. was 6.2% YoY, the highest it has been in the last 30 years.

How does the inflation rate in the U.S. compare to normal inflation levels?

Normal inflation in the U.S. typically hovers around 2%, so the 6.2% rate in October 2021 is significantly higher than the usual level.

What is the primary cause of the recent inflation in the U.S.?

The primary cause of the recent inflation in the U.S. is the economic effects of the COVID-19 pandemic, which disrupted supply chains and increased demand for goods.

How did the pandemic impact the supply of goods and services in the U.S.?

During the pandemic, many businesses had to shut down, factories closed, and millions of people lost their jobs, leading to a drop in supply. As the economy recovered, demand surged, but supply struggled to keep up.

Why is there a shortage of components like chips in industries such as automotive and electronics?

The shortage of chips is caused by high demand across multiple industries like automotive, smartphones, laptops, and household appliances, all of which require the same chips. The competition for these limited resources has caused delays in production.

How does inflation in the U.S. affect the Indonesian Rupiah?

Inflation in the U.S. can lead to higher interest rates by the U.S. Federal Reserve, which strengthens the U.S. Dollar and causes the Indonesian Rupiah to weaken.

What effect does a weakened Rupiah have on Indonesian businesses?

A weakened Rupiah increases the cost of imported goods, raising production costs for companies that rely on foreign materials. Additionally, companies with U.S. Dollar-denominated debt will see their debt liabilities increase.

How does the U.S. Federal Reserve’s interest rate policy influence the stock market in Indonesia?

When the U.S. Federal Reserve raises interest rates to control inflation, it can lead to capital outflows from emerging markets like Indonesia, as investors may seek better returns in the U.S. This can negatively impact stock prices, including Indonesia’s stock market.

What measures is the U.S. government taking to address the high inflation?

The U.S. government is focusing on improving supply chain disruptions, particularly at key ports, to help reduce inflation. President Biden’s infrastructure plan, which includes significant investments in port infrastructure, is a part of this effort.

What should investors do in response to the inflation and potential stock market corrections?

Investors should stay informed about changes in U.S. Federal Reserve policies and the Indonesian central bank’s actions. It is also advisable to have cash reserves to take advantage of potential stock market corrections, allowing them to purchase undervalued stocks.