Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat meskipun data inflasi AS mengalami kenaikan namun masih sesuai estimasi. Inflasi AS bulan November mencapai level 6,8% YoY yang merupakan level tertinggi sejak Juni 1982 dan sesuai dengan estimasi. Inflasi masih tetap di atas target The Fed yang sebesar 2%, selama sembilan bulan terturut-turut, yang antara lain disebabkan oleh kenaikan permintaan masyarakat yang pulih dari pandemi, penguatan harga komoditas, serta gangguan rantai pasokan.
Pada pekan ini investor akan fokus pada pertemuan The Fed pada Selasa-Rabu, apakah The Fed akan memutuskan untuk mempercepat tapering dari rencana semula mengurangi pembelian obligasi sebanyak USD15 miliar/bulan menjadi USD30 miliar/bulan. Selain itu pasar akan mencermati apakah The Fed akan mengindikasikan untuk menaikkan suku bunga lebih cepat dari perkiraan sebelumnya, yaitu dari rencana semula tahun 2023 menjadi tahun 2022. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya PPI, retail sales, housing starts, building permits, dan initial claims.
IHSG pada perdagangan Jumat 10 Desember 2021 ditutup menguat 0,13% pada level 6652. Saham sektor consumer cyclical membukukan kenaikan terbesar. Sedangkan saham sektor properti konstruksi mengalami koreksi terbesar. Investor asing net sell Rp721,06 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6600/6585 dan resistance 6650/6675. Stock pick: ARTO, BBTN, INDF, UNVR, EXCL, SMRA, BSDE, PTBA

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