Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat signifikan meskipun yield US-Treasury mengalami kenaikan dan laporan keuangan emiten variatif. Sehingga selama pekan lalu, ketiga indeks utama di Wall Street ditutup menguat. Penguatan indeks antara lain disebabkan rebound setelah selama beberapa waktu indeks tertekan akibat kekhawatiran akan inflasi, tren kenaikan suku bunga serta potensi terjadinya resesi ekonomi. Yield US-Treasury turun dari level tertingginya setelah adanya laporan dari Wall Street Journal bahwa beberapa pejabat The Fed cemas dengan dampak pengetatan kebijakan moneter yang menaikkan suku bunga tinggi. Hal tersebut juga mendorong penguatan indeks. Sementara itu harga minyak mentah menguat didorong oleh harapan kenaikan permintaan minyak oleh China, namun penguatan harga minyak terbatas akibat kekhawatiran akan resesi ekonomi global. Sedangkan harga emas menguat karena melemahnya dollar AS. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya indeks harga rumah, consumer confidence, new home sales, GDP Q3, personal income, personal spending dan indeks PCE prices.

IHSG pada perdagangan Jumat 21 Oktober 2022 ditutup menguat 0,53% pada level 7017. Sektor keuangan membukukan penguatan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing net buy Rp1,171 triliun termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6986/6943 dan resistance 7080/7135. Stock pick: BBNI, BBCA, BBRI, BMRI, TLKM, ASII, PGAS, ICBP, CPIN

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