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
22 January 20262026 Macroeconomic Outlook
11 February 2026Preview GDP 4Q2025
26 February 2026Labour Market
27 February 2026MYR update
2 March 2026MGS view 1-2Q2026
5 March 2026BNM March 2026 MPC Meeting
26 March 2026FX update

 

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