Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat kekhawatiran akan dampak penyebaran krisis perbankan menjelang pertemuan The Fed pada Selasa-Rabu waktu AS. Kekhawatiran seputar sektor bank, dikombinasikan dengan kecemasan mengenai plafon utang, serta kekhawatiran atas sikap kebijakan suku bunga Fed yang tidak pasti di masa depan, semuanya berkontribusi pada sentimen negatif di Wall Street. Pertemuan dua hari The Fed, yang dimulai Selasa, diperkirakan akan diakhiri dengan bank sentral mengumumkan kenaikan suku bunga sebesar 0,25% lagi pada hari Rabu. Selain itu investor akan mencari petunjuk apakah Fed akan mempertahankan suku bunga tetap setelah pertemuan ini, atau apakah akan lebih mengetatkan kebijakan moneter untuk melawan inflasi. Membebani sentimen pada hari Selasa adalah kabar dari Departemen Keuangan AS bahwa negara tersebut dapat mencapai batas utang lebih cepat dari yang diharapkan. Menteri Keuangan Janet Yellen memperingatkan bahwa AS mungkin kehabisan langkah untuk membayar utangnya paling cepat 1 Juni, lebih awal dari tenggat akhir Juli yang diperkirakan sebelumnya. Harga minyak mentah melemah tajam akibat kekhawatiran akan hal tersebut.

IHSG pada perdagangan Selasa 2 Mei 2023 ditutup melemah 0,76% pada level 6863. Saham sektor energi mengalami koreksi terbesar, sedangkan saham sektor consumer cyclical membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp204,75 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6815/6785 dan resistance 6920/6950. Stock pick: BBRI, BMRI, BRIS, AGRO, ISAT, INCO, JSMR

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