Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat setelah minutes dari pertemuan The Fed pada bulan sebelumnya meningkatkan harapan akan penurunan suku bunga The Fed pada bulan depan. Di dalam minutes tersebut, dikatakan pejabat The Fed menyatakan ada potensi penurunan suku bunga pada pertemuan September. The Fed mengindikasikan pelonggaran kebijakan moneter sangat pantas dilakukan jika data ekonomi mendukung. Sementara itu harga minyak mentah melemah setelah data nonfarm payrolls direvisi turun, sehingga menimbulkan kekhawatiran akan perlambatan ekonomi yang dapat menurunkan permintaan minyak mentah, meskipun data cadangan minyak AS pekan lalu menunjukkan penurunan lebih besar dari perkiraan. Total nonfarm payrolls pada periode April 2023 hingga Maret 2024 diturunkan sebanyak 818 ribu.

IHSG pada perdagangan Rabu 21 Agustus 2024 ditutup menguat 0,27% pada level 7554. Saham sektor transportasi membukukan kenaikan terbesar, sedangkan saham sektor basic material mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp1,78 triliun termasuk transaksi di pasar non regular. RDG Bank Indonesia kemarin sesuai dengan estimasi masih mempertahankan BI Rate pada level 6,25%. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7530/7500 dan resistance 7570/7600. Stock pick: BBRI, BRIS, BREN, ITMG, INDF, CTRA

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