Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat, rebound dari koreksi sehari sebelumnya. Pasar mencerna komentar Chairman The Fed Jerome Powell sehari sebelumnya mengenai inflasi yang terlalu tinggi dan The Fed akan menaikkan suku bunga lebih tinggi jika diperlukan. Pasar mulai menaikkan prediksi kenaikan suku bunga pada bulan Mei dan Juni 2022 masing-masing menjadi 0,5% dari prediksi sebelumnya 0,25%. Yield US-Treasury dengan tenor 10 tahun menguat pada level 2,392%, yang merupakan level tertinggi sejak Mei 2019. Kenaikan yield obligasi tersebut mendorong penguatan saham perbankan. Saham sektor teknologi rebound setelah sehari sebelumnya melemah. Harga minyak mentah melemah setelah sehari sebelumnya mengalami kenaikan. Pelemahan harga minyak mentah ini antara lain disebabkan oleh penguatan dollar AS dan kemungkinan Uni Eropa tidak akan melakukan embargo terhadap minyak mentah Rusia.

IHSG pada perdagangan Selasa 22 Maret 2022 ditutup menguat 0,66% pada level 7000. Semua sektor menguat dengan kontribusi penguatan terbesar pada saham sektor basic materials. Investor asing net buy Rp726,12 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6988/6950 dan resistance 7030/7060. Stock pick: TLKM, EXCL, TINS, ANTM, INCO, EMTK, ADRO, PTBA, INDY, ITMG

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