Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat sehingga selama pekan lalu berhasil ditutup menguat untuk ketiga indeks utama di Wall Street, yaitu indeks Dow Jones +1,34%, indeks S&P500 +0,77% dan Nasdaq Composite +0,01%. Penguatan indeks pada Jumat lalu terutama didorong oleh reboundnya saham sektor teknologi setelah sepanjang pekan mengalami tekanan jual akibat kenaikan yield obligasi. Sentimen pekan lalu didominasi oleh hasil pertemuan The Fed yang mengindikasikan akan mulai menaikkan suku bunga untuk pertama kalinya dari tiga tahun terakhir pada Maret mendatang. Ekspektasi pasar, The Fed akan menaikkan suku bunga sebesar 0,25% pada Maret nanti. Sementara itu pada akhir pekan lalu dirilis data core PCE price index, yang merupakan indikator inflasi yang dipakai The Fed, tercatat sebesar 4,9% yoy pada Desember, yang merupakan kenaikan tertinggi sejak tahun 1983.
Data ekonomi AS yang akan dirilis pada pekan ini diantaranya ISM manufacturing index, ADP Employment change, ISM non manufacturing index, nonfarm payrolls dan unemployment rate. Dari domestik, data ekonomi yang akan dirilis pada pekan ini diantaranya data inflasi Januari dan indeks PMI Manufacturing.
IHSG pada perdagangan Jumat 29 Januari 2022 ditutup menguat 0,52% pada level 6645. Saham sektor transportasi membukukan penguatan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing net buy Rp120,91 miliar. Selama pekan lalu IHSG ditutup melemah 1,2%. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6627/6603 dan resistance 6670/6690. Stock pick: BBNI, BBRI, BMRI, BBYB, ADRO, INDY, EXCL, MEDC, CPIN, PGAS

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