Indeks di bursa Wall Street ditutup melemah signifikan akibat lonjakan kenaikan harga minyak mentah dan pasar mencermati perkembangan konflik Rusia-Ukraina yang masih melanjutkan perang. Harga minyak mentah WTI menguat hingga menyentuh level USD106/barel, yang merupakan level tertinggi sejak Juni 2014, setelah diberitakan tentara Rusia melanjutkan serangannya ke Ukraina. International Energy Agency (IEA) sepakat untuk melepas 60 juta barel minyak dari cadangan global, sebagai upaya mengatasi ketatnya suplay minyak. Namun jumlah tersebut hanya setara dengan produksi minyak Rusia selama 6 hari dan sekitar ekspor selama 12 hari. Jadi dianggap kurang signifikan. Harga gandum juga mengalami lonjakan harga pada level tertinggi sejak 2008, karena Rusia adalah eksportir gandum terbesar dan Ukraina termasuk dalam empat besar eksportir gandum. Kenaikan harga komoditas menambah kekhawatiran akan berlanjutnya laju inflasi tinggi di AS dan Eropa.

Saham sektor perbankan mengalami koreksi karena turunnya yield obligasi pemerintah AS seiring naiknya harga obligasi akibat meningkatnya permintaan akan safe haven. Sanksi terhadap sistem keuangan Rusia juga dikhawatirkan akan menimbulkan gangguan terhadap pasar kredit bank di Eropa. Harga emas juga mengalami kenaikan. Sementara itu pasar akan mencermati pidato Chairman The Fed Jerome Powell dalam sidang setengah tahunan di Komite Keuangan DPR AS yang dimulai pada hari Rabu. Pasar akan memonitor komentar Powell mengenai potensi kenaikan suku bunga, karena ekspektasi pasar akan kenaikan suku bunga tahun ini sedikit mereda akibat adanya konflik Ukraina.

IHSG pada perdagangan Senin 1 Maret 2022 ditutup menguat 0,48% pada level 6921. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing net buy Rp1,58 triliun. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6885/6825 dan resistance 6996/7025. Stock pick: BBCA, ARTO, BBRI, INDY, BRIS, EMTK, MAPI, ACES, TPIA, SRTG

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