Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat, rebound dari koreksi selama beberapa hari terakhir. Turunnya harga minyak mentah dan yield US-Treasury meredakan kekhawatiran investor akan berlanjutnya kenaikan inflasi. Wakil Chairman The Fed menegaskan The Fed akan melakukan tindakan yang diperlukan untuk menurunkan laju inflasi. Pasar berharap The Fed akan menurunkan laju kenaikan suku bunga pada pertemuan bulan ini, namun potensi kenaikan suku bunga sebesar 0,75% masih dominan. Sementara itu Fed’s Beige Book memberikan ringkasan tentang kondisi ekonomi AS saat ini, yang menunjukkan bahwa aktivitas ekonomi sedikit berubah di banyak wilayah di seluruh AS, dan bahwa prospek pertumbuhan tetap lemah. Harga minyak mentah berlanjut melemah akibat kecemasan akan turunnya permintaan akibat potensi resesi ekonomi global.

IHSG pada perdagangan Rabu 7 September 2022 ditutup melemah 0,64% pada level 7186. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor basic material menjadi satu-satunya sektor yang menguat. Investor asing net buy Rp672,83 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7150/7130 dan resistance 7225/7270. Stock pick: BMRI, BBCA, UNVR, SMGR, INTP, TKIM

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