--- title: "外汇和债券市场的下周展望：美联储会议纪要成为关注焦点 -2-" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286593349.md" description: "泰国第一季度的 GDP 数据预计将显示增长放缓，私人消费减弱，旅游收入收缩。在马来西亚，由于燃料价格上涨，通胀可能上升至 1.9%，而出口依然强劲。印尼中央银行可能会在外汇压力下将政策利率上调 25 个基点，尽管更大幅度的加息被认为不太可能。如果发行大量外币债券，可能会暂停加息" datetime: "2026-05-15T16:25:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286593349.md) - [en](https://longbridge.com/en/news/286593349.md) - [zh-HK](https://longbridge.com/zh-HK/news/286593349.md) --- # 外汇和债券市场的下周展望：美联储会议纪要成为关注焦点 -2- Thailand's first-quarter gross domestic product data due Monday is expected to show that growth has slowed. Private consumption likely moderated, as fiscal stimulus support waned, said ANZ Research's Kausani Basak, noting the tourism sector's revenue also contracted. "Going forward, Thailand's tourism sector will remain a drag on growth as the geopolitical conflict persists," ANZ said. In Malaysia, its inflation print and trade data will also be closely watched. Higher fuel prices could push April's inflation reading slightly higher to 1.9% from 1.7% in March, as most of the surge in global crude oil prices has been absorbed by the government through fuel subsidies, Barclays said. Exports are expected to have stayed resilient in April, supported by robust chip demand. In Indonesia, Bank Indonesia is expected to raise its policy rate by 25 basis points on Wednesday, Citi analyst Helmi Arman said. That would mark a shift from a previously expected pause, with the revision driven by persistent forex market pressure, rising private sector dollar demand and the effects of policy measures currently in place waning. A larger hike may be unlikely, he said, as the central bank's inflation targets remain intact. A pause is also on the cards if the government issues significant foreign currency bonds, Citi said. Any references to days are in local times. Write to Jessica Fleetham at jessica.fleetham@wsj.com and Jihye Lee at jihye.lee@wsj.com (END) Dow Jones Newswires May 15, 2026 12:11 ET (16:11 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [VWO.US](https://longbridge.com/zh-CN/quote/VWO.US.md) - [EIDO.US](https://longbridge.com/zh-CN/quote/EIDO.US.md) - [EWM.US](https://longbridge.com/zh-CN/quote/EWM.US.md) - [SPEM.US](https://longbridge.com/zh-CN/quote/SPEM.US.md) - [SCHE.US](https://longbridge.com/zh-CN/quote/SCHE.US.md) - [EEM.US](https://longbridge.com/zh-CN/quote/EEM.US.md) - [IEMG.US](https://longbridge.com/zh-CN/quote/IEMG.US.md) - [THD.US](https://longbridge.com/zh-CN/quote/THD.US.md) - [ANZ.AU](https://longbridge.com/zh-CN/quote/ANZ.AU.md) - [BARC.UK](https://longbridge.com/zh-CN/quote/BARC.UK.md) - [BCS.US](https://longbridge.com/zh-CN/quote/BCS.US.md) - [C.US](https://longbridge.com/zh-CN/quote/C.US.md) - [ANZGY.US](https://longbridge.com/zh-CN/quote/ANZGY.US.md) - [C-R.US](https://longbridge.com/zh-CN/quote/C-R.US.md) ## 相关资讯与研究 - [大宗商品狂热继续上演？为遏制偷漏税与汇率暴跌 印尼拟设新机构收紧大宗商品出口](https://longbridge.com/zh-CN/news/286919502.md) - [押注 “AI 红利” 新路径！巴克莱点名铜、镍、稀土 “三驾马车”，做多智利比索、印尼盾正当时](https://longbridge.com/zh-CN/news/286925448.md) - [期权热点｜上周五 EEM 跌 3%，部分看跌期权飙升 235%](https://longbridge.com/zh-CN/news/286713072.md) - [印尼通过债券拍卖筹集17亿美元](https://longbridge.com/zh-CN/news/286097465.md) - [VEGOILS-棕榈油因原油和芝加哥豆油走强而上涨，但有望迎来连续第三周下跌](https://longbridge.com/zh-CN/news/286498847.md)