MARKET PREVIEW
GLOBAL ECON
Inflasi di zona Euro turun tipis pada Februari menjadi 8.5% yoy (prev: 8.6% yoy). Akan tetapi, penurunan ini tidak sesuai dengan ekspektasi pasar (cons: 8.2% yoy). Sementara itu, inflasi inti zona Euro berbalik naik menjadi 5.6% yoy (prev: 5.3% yoy). (Investing) Comment: Melambatnya penurunan inflasi zona Euro mengejutkan pasar dan berpotensi mendorong Bank Sentral Eropa (ECB) untuk menaikkan suku bunga dengan lebih agresif. Menurut kami, hal ini berpotensi membuat perekonomian Eropa berkubang lebih lama di zona resesi dan memperlambat pemulihan ekonomi global.
Initial jobless claims AS untuk minggu lalu turun menjadi 190,000 (prev: 192,000). Angka continuing jobless claims Amerika Serikat untuk dua minggu yang lalu turun tipis menjadi 1.655 juta (prev: 1.66 juta). (Wall Street Journal). Comment: Menurunnya angka continuing maupun initial jobless claims AS menunjukkan masih kuatnya ekspansi pasar tenaga kerja AS di bulan Februari. Menurut pandangan kami, kondisi ini akan memperkuat komitment para pejabat the Fed untuk mempertahankan posisi kebijakan moneter hawkish melalui berlanjutnya kenaikan suku bunga yang diperkirakan oleh pasar bisa berlanjut hingga Juli 2023 dengan puncak kenaikan suku bunga di 5.75%. Kondisi ini berpotensi memaksa Bank Indonesia untuk terus menaikkan suku bunga acuan 7DRRR dengan laju yang sama hingga 6.75%.
BUY Recommendation: FR0081, FR0047, FR0073, FR0037, FR0040, FR0054.
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