{"id":11418,"date":"2025-12-09T00:00:00","date_gmt":"2025-12-08T17:00:00","guid":{"rendered":"http:\/\/mandiri.test\/uncategorized-id\/global-market-commentary-november-2025\/"},"modified":"2026-07-16T11:20:27","modified_gmt":"2026-07-16T04:20:27","slug":"global-market-commentary-november-2025","status":"publish","type":"post","link":"https:\/\/beta.toffeedev.com\/mandiri-new\/artikel\/global-market-commentary-november-2025\/","title":{"rendered":"Global Market Commentary : November 2025"},"content":{"rendered":"

The Fed menjadi sorotan pada November seiring meningkatnya skeptisisme terhadap peluang pemangkasan suku bunga pada Desember. Hal ini dipicu oleh pernyataan Jerome Powell bahwa pemangkasan tersebut \u201cmasih jauh dari kepastian,\u201d dan diperkuat oleh komentar lanjutan para pejabat The Fed. Ketidakpastian turut bertambah setelah government shutdown, ketika data pasar tenaga kerja menunjukkan Non-Farm Payrolls naik 119 ribu MoM, melampaui ekspektasi dan membalikkan penurunan pada Agustus, sementara tingkat pengangguran September meningkat menjadi 4,4%, level tertinggi sejak 2021. Sinyal yang bertolak belakang ini, ditambah absennya data Oktober, semakin mempersempit ruang bagi The Fed untuk melonggarkan kebijakan pada Desember. Meski demikian, skeptisisme tersebut mereda setelah Donald Trump menominasikan ketua The Fed berikutnya, yang secara luas diperkirakan akan segera menurunkan suku bunga.<\/p>\n

Pasar saham global turut mengalami volatilitas sepanjang bulan akibat meningkatnya kekhawatiran terkait AI. Kekhawatiran ini berasal dari potensi terbentuknya gelembung AI yang didorong oleh valuasi sangat tinggi sejumlah perusahaan, ketidakpastian terhadap ROI belanja AI, serta fenomena cross-financing antar perusahaan. Namun, kinerja laba yang kuat dari raksasa seperti NVDA dan GOOG membantu meredakan sebagian ketidakpastian tersebut.<\/p>\n

 <\/p>\n

Rekomendasi Produk<\/h2>\n

 <\/p>\n\n\n\n\n\n\n
REKSA DANA SAHAM<\/th>\n<\/tr>\n<\/thead>\n
MGSED A<\/a><\/td>\nReksa Dana MGSED berinvestasi pada Efek Ekuitas Syariah Luar Negeri di dalam Daftar Efek Syariah.
\nDengan segmen Jangka Panjang, dan dikategorikan berisiko tinggi. Investor memiliki risiko atas portofolio saham tersebut.<\/td>\n<\/tr>\n
MASED A<\/a><\/td>\nReksa Dana MASED berinvestasi pada Efek Ekuitas Syariah Asia di dalam Daftar Efek Syariah.
\nDengan segmen Jangka Panjang, dan dikategorikan berisiko tinggi. Investor memiliki risiko atas portofolio saham tersebut.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

\n

Info Lebih Lanjut<\/h3>\n

Hubungi Mandiri Investasi –\u00a0(021) 526 3505<\/a>
\nEmail Mandiri Investasi –\u00a0cs@mandiri-investasi.co.id
\nMandiri Investasi –\u00a0www.mandiri-investasi.co.id<\/a><\/p>\n

\n

DISCLAIMER<\/em>
\n
\nPendapat yang diungkapkan dalam artikel adalah untuk tujuan informasi umum saja dan tidak dimaksudkan untuk memberikan saran atau rekomendasi khusus untuk individu atau produk keamanan atau investasi tertentu. Ini hanya dimaksudkan untuk memberikan edukasi tentang industri keuangan. Pandangan yang tercermin dalam konten dapat berubah sewaktu-waktu tanpa pemberitahuan. Seluruh data kinerja dan return investasi yang tertera di artikel ini tidak dapat digunakan sebagai dasar jaminan perhitungan untuk membeli atau menjual suatu efek. Data tersebut merupakan catatan kinerja berdasarkan data historis dan bukan merupakan jaminan atas kinerja suatu efek di masa mendatang. Investasi melalui reksa dana mengandung risiko. Investor wajib membaca dan memahami prospektus sebelum memutuskan untuk berinvestasi melalui reksa dana.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Pasar November diwarnai ketidakpastian kebijakan The Fed dan volatilitas terkait AI, dengan data ekonomi yang membentuk sentimennya.<\/p>\n","protected":false},"author":1,"featured_media":7923,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[351,367,368],"tags":[346],"class_list":["post-11418","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artikel","category-market-insights","category-market-update","tag-bahasa-indonesia"],"acf":[],"yoast_head":"\nGlobal Market Commentary : November 2025 - Mandiri Investasi<\/title>\n<meta name=\"description\" content=\"Pasar November diwarnai ketidakpastian kebijakan The Fed dan volatilitas terkait AI, dengan data ekonomi yang membentuk sentimennya.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"id_ID\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Global Market Commentary : November 2025 - 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