Market Review and Prediction

Indeks di bursa Wall Street kembali ditutup melemah dipicu oleh kenaikan yield US-Treasury setelah sehari sebelumnya hasil pertemuan The Fed menaikkan suku bunga sebesar 0,75% untuk yang ke-empat kalinya berturut-turut serta mengindikasikan masih akan menaikkan suku bunga lebih tinggi dari proyeksi The Fed sebelumnya. Yield US-Treasury dengan tenor dua tahun mengalami kenaikan pada level tertinggi sejak Juli 2007. Yield US-Treasury dengan tenor 10 tahun juga mengalami kenaikan pada level 4,15%. Pasar akan menantikan data nonfarm payrolls dan tingkat pengangguran yang akan dirilis nanti malam. Data ekonomi yang bagus justru akan meningkatkan kekhawatiran pasar bahwa The Fed akan melanjutkan pengetatan kebijakan moneternya dengan agresif karena kondisi ekonomi masih mampu menahan dampaknya. Sementara itu Bank of England juga menaikkan suku bunga sebesar 0,75%. Harga minyak mentah melemah akibat kekhawatiran akan turunnya permintaan dari China. Harga emas melemah karena penguatan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Kamis 3 November 2022 ditutup menguat 0,27% pada level 7034. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor infrastruktur mengalami pelemahan terbesar. Investor asing net sell Rp366,86 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6985/6945 dan resistance 7050/7075. Stock pick: BBRI, BMRI, BBCA, ITMG, AKRA, MEDC, AALI, LSIP

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