BOK: Rate Cut Hopes Damped by Stickier Inflation
The BOK maintained 2.5% rates as the consensus expected. Upward inflation revisions to 2.1% (2025) and 2.1% (2026) signal stronger price...
236 Views
RBNZ Eases While Eyeing Medium-Term Inflation
The RBNZ surprised some economists by lowering the OCR 25bps to 2.25%, prioritising support for a hesitant economic recovery. The policy outlook...
266 Views
Indonesia Holds Rates as External Headwinds Intensify
Bank Indonesia paused rate cuts at 4.75%, shifting focus from growth to rupiah stability. This outcome was no surprise to the consensus as...
176 Views
Malaysia Defies Regional Easing
Bank Negara maintained the OPR at 2.75% in November 2025, aligned with forecasts, reflecting confidence in steady 5.2% Q3 growth and contained...
219 Views
Inflation Persistence Constrains Norges Bank
The Norges Bank held rates at 4% as expected. Core inflation at 3% constrains further cuts despite emerging economic slack in the coming...
150 Views