BNM growth upgrade and stable OPR support MYR – Commerzbank

BNM growth upgrade and stable OPR support MYR – Commerzbank

Commerzbank notes Bank Negara Malaysia raised its 2026 growth forecast to 4.0–5.0% on resilient domestic demand, with consumption and investment underpinned by wages, labour market strength and government support. BNM expects moderate inflation and assumes Brent at USD70–90, keeping the OPR at 2.75% for 2026. Stronger growth outlook with steady policy “In its 2025 Annual […]

Fuel duty cuts strain budget outlook – DBS

Fuel duty cuts strain budget outlook – DBS

DBS Group Research’s Radhika Rao highlights India’s fiscal response to elevated global energy prices and Rupee weakness. The government has cut central excise duty on petrol and diesel to support state-owned oil marketing companies and delay pump price hikes, but this implies significant revenue loss. Persistently high energy costs and subsidies pose upside risks to […]

Price shock impact on US growth – Commerzbank

Price shock impact on US growth – Commerzbank

Commerzbank economists Bernd Weidensteiner and Christoph Balz assess how the recent surge in Brent and WTI prices affects the US economy. They stress that the United States is structurally less vulnerable than in the 1970s thanks to lower oil intensity and higher domestic production. Their base case assumes a short-lived war-related spike, with Oil settling […]