Lebih cepat 15 menit. Menarik, indeks Asia tidak ada yang terpancing dengan hijaunya indeks Eropa seperti FTSE100. Memori masih hangat kemarin ketika indeks Eropa begitu positif, dan malamnya anjlok dalam karena positifnya indeks Eropa merupakan bagian dari short-selling agenda pelaku pasar di AS.
Faktor eksternal untuk regional Asia besok: Released on 8/11/2011 8:30:00 AM For wk8/6, 2011 Prior Consensus Consensus Range New Claims - Level 400 K 405 K 397 K to 450 K Posisi: Jika US new jobless claims atau klaim manfaat penganggur (jamsostek) AS naik lebih dari 450 ribu dari konsensus 405 ribu, dan dari rilis sebelumnya 400 ribu maka dengan latar belakang situasi keruh Eropa, pasar AS akan kembali volatil dengan arah terjun bebas. Richard Bernstein, CEO of Richard Bernstein Advisors, said the economy will be the key, and the weekly jobless claims data is one of the more important data points to watch. "If the jobless claims are like 450,000 or something, I'm going to be telling you that maybe the stock market here is justified, but I think the jury is out. The notion that fundamentals are great and you should be buying here, I don't think that's any more justified than someone telling you the world is coming to an end," he said. Ablin does not see an all clear for stocks until European leaders either put together a sufficient plan to solve the crisis or just let the euro zone split apart. Bernstein said he's been cautious on stocks for the last six weeks and expects more bumps ahead. "Austerity came to Washington on the fiscal side and the Fed is on hold. Monetary policy is on hold. Fiscal policy is in contraction. What should the market do? The market does well when monetary and fiscal policies are simulative," Bernstein said. '+'
