Market participants must remain vigilant for turbulence in the\nfinancial markets, as several important sentiments could influence stock\nmarket movements and the rupiah exchange rate, ranging from the results\nof US-Iran war negotiations to China\u2019s economic growth announcement.<\/p>\n
Negotiations between the United States and Iran in Oman will yield\nresults next week that could affect market sentiment. US President\nDonald Trump stated on Friday that the US and Iran had agreed to\ncontinue talks despite increased hostilities this week, while also\ndeclaring an end to a ceasefire reached between the two parties. Iranian\nForeign Minister Abbas Araqchi arrived in Oman on Saturday to discuss\narrangements for a safe passage for ships through the Strait of Hormuz,\nwith Washington seeking to ensure the vital energy trade route remains\nfree and safe. No attacks were reported on Friday or Saturday morning;\nhowever, a senior Iranian source told Reuters that a phone call between\nIran, the US, Qatar, and Pakistan had been agreed upon, and mediators\nwere working to arrange a meeting while Araqchi was in Oman. Oman is\nattempting to help mediate a resolution to the war, which has spread\ninsecurity in the Gulf and raised prices worldwide since the US and\nIsrael launched airstrikes on Iran on 28 February. CBS News and its\nBritish partner, the BBC, both reported that US Vice President JD Vance,\nSecretary of State Marco Rubio, special envoy Steve Witkoff, and Trump\u2019s\nson-in-law Jared Kushner would lead negotiations with Araqchi on\nSaturday. Meanwhile, Iran\u2019s Fars news agency quoted a source saying no\nnegotiations would take place until the US withdrew from its position.\nThe planned meeting comes amid rising tensions in the region, after\nthree commercial tankers from Qatar and Saudi Arabia were attacked\nearlier in the week, prompting US strikes on Iranian sites and Iranian\nretaliation against US military sites in Gulf states.<\/p>\n
The United States will announce inflation and core inflation figures\non Tuesday. According to the TradingEconomics consensus, monthly core US\ninflation is expected to heat up again to 0.3% in June 2026, up from\n0.2% in May. US inflation is closely watched due to its relation to the\nFederal Reserve\u2019s interest rate policy. Fed officials were divided on\nthe direction of interest rates during their June policy meeting,\nreflecting high uncertainty about the inflation and economic outlook.\nAccording to minutes from the Federal Open Market Committee meeting,\nsome officials assessed that inflation could ease, allowing for rate\ncuts, while another group expected price pressures to persist,\npotentially necessitating further rate hikes. The meeting, the first\nchaired by Fed Chair Kevin Warsh, saw the central bank agree to hold the\nbenchmark rate at 3.50%-3.75%, a level maintained throughout 2026. The\nminutes noted that many participants expected the appropriate rate at\nyear-end to be at or slightly below the current range, but many others\nbelieved the rate should be higher. Officials anticipate inflation will\nremain elevated in the short term due to the impact of President Trump\u2019s\nimport tariffs, the war with Iran, and rising energy prices.<\/p>\n
China will announce its second-quarter 2026 economic growth. The\nTradingEconomics consensus forecasts that growth in Indonesia\u2019s main\ntrading partner will slow to 4.4% year-on-year from 5% in the previous\nquarter. The Asian Development Bank projects China\u2019s economic growth for\n2026 will decelerate to 4.6%, in line with a downward revision for\ndeveloping economies in Asia and the Pacific to 4.9% in 2026, down from\n5.5% in 2025, due to the prolonged turmoil from the Middle East war.\nPersistent energy market disruptions from the conflict are weighing more\nheavily on the region than previously anticipated, according to the\nADB\u2019s latest economic projections. The growth forecast for 2027 is\nmaintained at 5.1%, reflecting a recovery in economic activity once\npressures ease. The Asian Development Outlook July 2026 estimates that a\nrecovery from global energy market disruptions will only occur\ngradually, despite a framework agreement signed in June. Given that the\nconflict\u2019s impact extends beyond energy to fertilisers, other commodity\nprices, and various supply chains, inflationary pressures are unlikely\nto diminish soon.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/crucial-week-ahead-key-sentiments-set-to-shake-markets-1783860679", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }