Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat pada perdagangan hari Selasa, setelah bergerak di teritori negatif pada perdagangan hari Jumat dan Senin. Penguatan dipicu oleh aksi beli pada saham sektor teknologi seperti Nvdia dan Meta Platforms, meskipun data inflasi AS sedikit di atas perkiraan. Inflasi inti AS bulan Februari tercatat sebesar 0,4% mom, di atas estimasi yang sebesar 0,3% mom. Sedangkan inflasi inti tahunan menjadi 3,8% yoy dari bulan sebelumnya 3,9% yoy, namun di atas perkiraan yang sebesar 3,7% yoy. Laju inflasi yang di atas perkiraan ini menjadi salah satu faktor yang dapat menunda penurunan suku bunga The Fed yang diperkirakan pasar akan terjadi mulai bulan Juni 2024. Sementara itu harga emas melemah akibat data inflasi serta keraguan akan prospek penurunan suku bunga The Fed.

Data ekonomi AS yang dirilis pada pekan ini selain CPI adalah PPI, retail sales, initial claims dan Michigan Consumer Sentiment. Dari domestik, data ekonomi yang akan dirilis diantaranya indeks keyakinan konsumen, penjualan riteal dan neraca perdagangan.

IHSG pada perdagangan Jumat 8 Maret 2024 ditutup menguat 0,11% pada level 7381. Saham sektor keuangan membukukan penguatan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp1,237 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7365/7340 dan resistance 7403/7420. Stock pick: BBRI, BMRI, BBCA, BRIS, BBNI, ANTM, PTBA, EXCL, MEDC, SIDO, AMRT

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