Market Review and prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup melemah namun membukukan penguatan selama pekan lalu ditopang oleh data inflasi dan tenaga kerja yang melemah serta The Fed yang memutuskan untuk tidak menaikkan suku bunga pada pertemuan pekan lalu setelah menaikkan suku bunga sebanyak 10 kali berturut-turut. Meskipun The Fed mengindikasikan akan menaikkan suku bunga sebanyak dua kali lagi pada tahun ini, namun pasar masih optimis bahwa The Fed sudah mendekati akhir dari tren kenaikan suku bunganya, berdasarkan data ekonomi AS akhir-akhir ini. Sementara itu harga minyak mentah menguat ditopang oleh kenaikan permintaan China dan pemangkasan output dari OPEC+. Sedangkan harga emas bergerak fluktuatif, di tengah ekspektasi kenaikan suku bunga The Fed selanjutnya dan pelemahan dollar AS.

Pada pekan ini beberapa data ekonomi AS yang akan dirilis diantaranya housing starts, building permits, existing home sales dan initial claims. Sedangkan dari domestik, pada pekan ini BI akan melakukan Rapat Dewan Gubernur yang diperkirakan akan mempertahankan suku bunga pada level 5,75%.

IHSG pada perdagangan Jumat 16 Juni 2023 ditutup melemah 0,23% pada level 6698. Saham sektor kesehatan mengalami koreksi terbesar, sedangkan saham sektor teknologi membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp880,6 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6670/6650 dan resistance 6730/6750. Stock pick: BMRI, BBNI, BBTN, ISAT, MEDC, TLKM, INCO, CPIN, KLBF, BUKA, EMTK

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