Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, di mana indeks Dow Jones ditutup melemah sedangkan indeks S&P500 dan Nasdaq Composite ditutup menguat pada rekor tertinggi karena reli pada saham sektor teknologi. Pasar mencerna data ekonomi terakhir yang mengindikasikan mulai terjadinya perlambatan ekonomi AS. Indeks ISM sektor jasa lebih rendah dari perkiraan. ADP Employment juga menunjukkan penyerapan tenaga kerja sektor swasta yang lebih rendah dari estimasi. Data initial claims pekan lalu menunjukkan kenaikan klaim pengangguran yang lebih banyak dari perkiraan. Berbagai data tetsebut menimbulkan kekhawatiran akan ekonomi AS, namun di lain pihak juga mendorong turunnya yield US-Treasury karena meningkatnya ekspektasi bahwa The Fed akan mulai menurunkan suku bunga. Sementara itu harga minyak mentah menguat karena turunnya data cadangan minyak AS. Sedangkan harga emas menguat karena harapan akan penurunan suku bunga The Fed seiring dengan data ekonomi yang melemah.

IHSG pada perdagangan Rabu 3 Juli 2024 ditutup menguat 1,0% pada level 7196. Saham sektor industri membukukan penguatan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp619,11 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7170/7050 dan resistance 7235/7250. Stock pick: SMGR, INTP, ADRO, INDY, ASII, ANTM, TINS

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