Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat setelah sesuai ekspektasi The Fed mempertahankan suku bunga tetap pada level 5,25%-5,50% serta menyatakan adanya kemajuan penurunan inflasi menuju target 2%. Chairman The Fed Jerome Powell juga mengindikasikan bahwa ada potensi penurunan suku bunga The Fed pada bulan September mendatang jika laju inflasi berlanjut mengalami penurunan. Namun Powell juga menyatakan bahwa penurunan suku bunga pada bulan September tidak ada hubungannya dengan pemilu AS serta belum bisa dipastikan bahwa akan terjadi pemangkasan suku bunga pada September mendatang. Sementara itu data ADP Employment juga menunjukkan pertumbuhan pekerjaan sektor swasta melambat lebih lanjut pada bulan Juli karena laju kenaikan upah turun pada level terendah dalam tiga tahun. Harga emas menguat karena ekspektasi penurunan suku bunga The Fed pada September. Sedangkan harga minyak mentah menguat karena meningkatnya ketegangan politik di Timur Tengah.

IHSG pada perdagangan Rabu 31 Juli 2024 ditutup menguat 0,19% pada level 7255. Saham sektor industri membukukan kenaikan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp2,12 triliun termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7225/7190 dan resistance 7275/7290. Stock pick: BRIS, BBTN, BBCA, ADMR, PGEO, ASII, UNTR

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