Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat ditengah meningkatnya harapan akan segera tercapainya kesepakatan untuk meningkatkan batas atas utang AS sehingga akan terhindar dari gagal bayar. Menteri Keuangan AS menyatakan bahwa AS masih dapat membayar utang hingga 5 Juni, memperpanjang waktu bagi negosiasi untuk menaikkan plafon utang AS. Itu terjadi setelah Gedung Putih dan negosiator Republik tampaknya mendekati kesepakatan kompromi untuk menaikkan plafon utang selama dua tahun. Indeks tetap menguat meskipun data PCE prices menunjukkan inflasi di atas perkiraan, memperkuat potensi The Fed masih akan mempertahankan kebijakan suku bunga tinggi. Indeks PCE prices inti bulan April sebesar 0,4% mom, di atas perkiraan 0,3% mom. Secara tahunan indeks PCE prices inti tercatat sebesar 4,7% yoy, di atas perkiraan 4,6% yoy. Pada pekan ini selain menantikan perkembangan negosiasi kenaikan plafon utang AS, pasar juga akan mencermati data ekonomi AS yang akan dirilis pada pekan ini yaitu diantaranya indeks harga rumah, consumer confidence, ADP Employment change, initial claims, indeks ISM manufacturing, nonfarm payrolls dan unemployment rate.

IHSG pada perdagangan Jumat 26 Mei 2023 ditutup melemah 0,26% pada level 6687. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor consumer noncyclical membukukan kenaikan terbesar. Investor asing mencatatkan net buy Rp442,08 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6660/6630 dan resistance 6700/6730. Stock pick: BBNI, BMRI, BRIS, INDF, MEDC, INCO, AKRA, BSDE, CTRA, ISAT

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