Berita & analisis pasar

Pada "Tahun Pembuktian" 2026, hubungan antara konsumen AS dan produsen Asia telah memasuki periode divergensi tajam. Menyusul keputusan Mahkamah Agung AS untuk membatalkan tarif darurat sebelumnya, transisi ke rezim Pasal 122 menaikkan rata-rata tarif efektif AS menjadi 10,3%.

Tarif tidak memengaruhi setiap perusahaan dengan cara yang sama. Bagi peritel dan merek konsumen AS, titik tekanan pertama biasanya adalah margin.

Sesekali, pergerakan pasar mengejutkan para trader. Bukan karena berita itu mengejutkan, tetapi karena banyak trader sudah mengambil posisi yang sama.

For the past three years, investing in artificial intelligence (AI) infrastructure has followed a relatively simple logic: find the companies building the picks and shovels for the gold rush. At the top of that list sat one name: NVIDIA.

This is the second part of the GO Markets VIX Playbook. The first piece covered the basics and explored what the VIX measures, what it does not, why traders watch it and where new traders most often misread it. If you skipped it, start there as the foundation matters.

Tuesday, 12 May 2026, at roughly 7:30 pm AEST, Treasurer Jim Chalmers will stand up in Canberra and deliver the 2026-27 Federal Budget. According to Budget.gov.au, that is when the Budget is officially released, with the Budget papers going live online at the same time.