Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat dipicu oleh meningkatnya harapan bahwa The Fed mungkin tidak perlu menaikkan suku bunganya lebih lanjut. Salah seorang pejabat The Fed meyakini suku bunga saat ini sudah di posisi yang baik untuk memperlambat ekonomi dan menurunkan inflasi hingga level 2%. Pasar berharap pada pertemuan 12-13 Desember mendatang The Fed akan mempertahankan suku bunga tetap. Sementara itu yield US-Treasury dengan tenor 10 tahun kembali mengalami penurunan pada level 4,33%. Data indeks keyakinan ekonomi AS bulan November membaik pada level 102 dari bulan sebelumnya 99,1. Harga emas berlanjut menguat karena ekspektasi The Fed tidak akan menaikkan bunga serta karena pelemahan dollar AS. Harga minyak menguat karena ekspektasi OPEC+ akan menurunkan output produksi, adanya badai yang menurunkan produksi minyak mentah Kazakhstan, serta pelemahan dollar AS.

IHSG pada perdagangan Selasa 28 November 2023 ditutup menguat 0,39% pada level 7041. Saham sektor infrastruktur membukukan kenaikan terbesar, sedangkan saham teknologi mengalami penurunan terbesar. Investor asing mencatatkan net sell Rp131,80 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7000/6970 dan resistance 7070/7100. Stock pick: BMRI, BBTN, NCKL, MDKA, ANTM, JSMR, INKP, UNVR, BRPT, MEDC

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