Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat seiring dengan turunnya yield US-Treasury dengan tenor 10 tahun. Pasar menantikan data nonfarm payrolls yang akan dirilis pada akhir pekan ini. Investor menginginkan pasar tenaga kerja yang cukup lemah untuk memungkinkan bank sentral menurunkan suku bunga, namun tidak terlalu lemah sehingga memicu kekhawatiran akan potensi resesi. Investor juga menganalisis data terbaru mengenai keadaan pasar tenaga kerja. Data ketenagakerjaan dari Departemen Tenaga Kerja menunjukkan 8,059 juta lowongan di bulan April, tingkat terendah dalam lebih dari tiga tahun, serta lebih rendah dari estimasi yang sebesar 8,4 juta pembukaan lapangan kerja. Pasar sekarang memperkirakan hampir 62% kemungkinan penurunan suku bunga sebanyak dua kali pada tahun ini, naik dari sekitar 36% pada minggu lalu.

IHSG pada perdagangan Selasa 4 Juni 2024 ditutup menguat 0,90% pada level 7099. Saham sektor consumer cyclical membukukan penguatan terbesar, sedangkan saham sektor energi mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp45,62 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7078/7052 dan resistance 7150/7170. Stock pick: BMRI, BBCA, BRIS, ASII, TLKM, AMMN, TPIA, PGAS, INDF, ICBP

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