KTX AHEAD: US CPI on a Downtrend After Peaking Out in June
We maintain our view that US bond yields have peaked out and will move on a downtrend after the US reported inflation in August at +8.3% YoY (vs....
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US Inflation Peaking Out Signals a Bull Flattening
The consensus projects US inflation in Aug. at +8.1% YoY and -0.1% YoY vs. +8.5% YoY and +0.0% MoM in Jul. We expect US inflation in Aug. to ease...
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Inflation Likely Peaked Out in August; MPC to Hike Rates Once More This Year
We expect the MPC to hike its policy interest rate by 25 bps to 1.0% in its upcoming meeting on September 28, 2022, in order to narrow the real...
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High August CPI May Prompt MPC to Hike Rates
The consensus estimates Thai inflation at 7.95% YoY in August vs. +7.61% YoY in July. If the inflation figure is as high as expected, the MPC may...
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Market Outlook
The SET Index is expected to move sideways, with the resistance at 1,650/1,660 points and the support at 1,630/1,617 points. We recommend trading...
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