Market Review and Prediction:

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix, dimana indeks Dow Jones dan S&P500 ditutup menguat sedangkan Nasdaq Composite ditutup melemah. Optimisme akan pemulihan ekonomi terus berlangsung dan kenaikan inflasi hanya sementara, menjadi sentiment positif. Namun kenaikan yield US-Treasury tenor 10 tahun mendorong Nasdaq Composite ditutup di area negatif. Indeks PCE yang digunakan oleh The Fed sebagai indikator inflasi, naik pada level 3,4% di bulan Mei, yang merupakan kenaikan tertinggi sejak awal tahun 1990 an. Untuk indeks PCE inti meningkat 0,5%, di bawah estimasi 0,6%. Kenaikan indeks tersebut mencerminkan ekspansi ekonomi yang cepat dari pandemi, sehingga menimbulkan tekanan kenaikan harga. Hal tersebut mendukung argumen The Fed bahwa kenaikan inflasi hanya bersifat sementara. Saham perbankan menguat didukung oleh hasil stress test perbankan oleh The Fed sehari sebelumnya. Data ekonomi AS yang akan dirilis pekan ini diantaranya consumer confidence, ADP Employment change, ISM manufacturing index, nonfarm payrolls dan unemployment rate.
IHSG pada perdagangan Jumat 25 Juni 2021 ditutup menguat 0,17% pada level 6022. Saham sektor energi membukukan penguatan terbesar. Investor asing net buy Rp45,98 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 5944/5885 dan resistance 6090/6114. Stock pick: SCMA, BRIS, INCO, ADRO, HMSP, ITMG

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