Low Inflation and Large CA Surplus Will Allow Policy Rate Cuts After Race-Neutral and Prudent Budget
BNM left its policy rate unchanged at 3.25% on 8th November, despite the fact that CPI inflation has moderated sharply, averaging just 0.55% YoY in...
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Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Malaysia: Can Mahathir Let Go - The Corporate Sector and the Game of Patronage
The major political event in the emerging market universe over the past month has undoubtedly been the victory of the four-party Pakatan Harapan...
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Malaysia: Slew of Measures to Reduce Fiscal Debt
KL-Singapore high-speed project on hold: Prime Minister Mahathir has decided that Malaysia will pull out of the Kuala Lumpur-Singapore high-speed...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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