BoT seen holding rates as inflation stays supply-led – UOB

BoT seen holding rates as inflation stays supply-led – UOB

UOB’s Global Economics & Markets Research, led by Enrico Tanuwidjaja and Sathit Talaengsatya, argues that Thailand’s latest Consumer Price Index (CPI) data confirm a cost-push rather than demand-led inflation backdrop. They keep headline inflation forecasts at 1.4% for 2026 and 1.2% for 2027 and expect the BoT to maintain the 1-day repo rate at 1.00% […]

US Dollar ends week higher after strong NFP

US Dollar ends week higher after strong NFP

The US Dollar (USD) rallied to near 100.10 on Friday, rising from a daily low of 99.16, after the US Nonfarm Payrolls (NFP) report showed the economy added 172K jobs in May, well above the 85K expected, reinforcing expectations that the Federal Reserve (Fed) could raise interest rates later this year. The US Unemployment Rate […]

Policy focus on stability as BI mandate widens – DBS

Policy focus on stability as BI mandate widens – DBS

DBS Group Research economist Radhika Rao highlights that Indonesia’s onshore markets are under pressure, with the Rupiah at record lows and equities near six‑year lows. She notes that Bank Indonesia’s mandate will be broadened to include the real sector, while fiscal and oil‑related pressures build. Despite the expanded mandate, DBS expects monetary policy to stay […]