Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup variatif, dimana indeks Dow Jones dan S&P500 ditutup melemah sedangkan Nasdaq Composite ditutup menguat. Sentimen negatif berasal dari data nonfarm payrolls yang di bawah estimasi sebagai dampak dari meningkatnya penyebaran virus varian delta. Data nonfarm payrolls bulan Agustus mencatat penyerapan tenaga kerja sebanyak 235 ribu, lebih rendah dari bulan sebelumnya yang sebanyak 1,053 juta serta dari estimasi yang sebanyak 750 ribu. Namun tingkat pengangguran turun pada level 5,2% dari 5,4%, sesuai estimasi. Tingkat upah perjam naik 0,6%, di atas estimasi yang sebesar 0,3%. Sementara itu indeks ISM non manufacturing turun pada level 61,7 dari 64,1, di bawah estimasi 62. Di sisi lain, data nonfarm payrolls yang mengalami penurunan tersebut, dapat mengubah ekspektasi bahwa The Fed akan segera melakukan proses tapering. Data tersebut juga menimbulkan pertanyaan akan kelanjutan pemulihan ekonomi AS secara jangka panjang. Harga emas menguat karena data nonfarm payrolls yang lemah mendorong koreksi dollar AS serta menimbulkan keraguan akan jadwal tapering oleh The Fed. Selanjutnya pasar akan mencermati data indikator ekonomi yang dirilis pekan ini, diantaranya initial claims dan PPI.
IHSG pada perdagangan Jumat 3 September 2021 ditutup menguat 0,8% pada level 6126. Saham sektor industri membukukan penguatan terbesar. Investor asing net buy Rp208,36 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6110/6050 dan resistance 6145/6180. Stock pick: ASII, BBRI, BBNI, ADRO, PTBA, INCO, JSMR, TOWR

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