Weekly Reports Monthly Reports Thematic Reports Insights from Our Chief Economist

Thematic Reports

Our thematic reports provide a deep dive into specific economic themes and issues. Understanding the nuances within the larger context can enhance our comprehension of economics.
DateTitleDownload
22 May 2025Tariffs, tariffs, tariffs — Revising our USD and UST projections
30 May 2025Interest rate differentials make the difference — Revising our USD/MYR projections
4 July 2025BNM’s July MPC meeting meet: An OPR cut in sight #WhatWeThink
9 July 2025BNM delivered its first rate cut since the pandemic, in pre-emptive move as headwinds mount #WhatWeThink
11 July 2025Upside risks to DXY amid desensitivity to tariffs #WhatWeThink
14 July 2025MGS+GII auction demand expected to remain firm rest of year #WhatWeThink
23 July 2025“Appreciation for the people”: Timely, with minimal impact on the fiscal deficit target #WhatWeThink
11 August 2025Malaysia 2Q2025 GDP: Waning Frontloading Effects Amid Rising External Pressures #WhatWeThink
3 September 20252H2025 Outlook: Unchartered territory #WhatWeThink
4 September 2025OPR stays at 2.75%: Steady hands, unsteady external headwinds #WhatWeThink
30 September 2025Investment upcycle narrows external surplus
1 October 2025Out of the frying pan, awaiting the fire
13 October 2025Post Budget 2026
12 November 2025Preview GDP 3Q2025
13 November 2025MYR ripe for near-term profit-taking
11 December 2025Fed poised for more cuts despite recent fractured votes
17 December 2025A Tariff Analysis

 

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