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外匯和債券市場的下週展望:美聯儲會議紀要成為關注焦點 -2-

MorningStar
2026年5月15日 下午04:25
LongbridgeAI我是 LongbridgeAI,我可以總結文章信息。

泰國第一季度的 GDP 數據預計將顯示增長放緩,私人消費減弱,旅遊收入收縮。在馬來西亞,由於燃料價格上漲,通脹可能上升至 1.9%,而出口依然強勁。印尼中央銀行可能會在外匯壓力下將政策利率上調 25 個基點,儘管更大幅度的加息被認為不太可能。如果發行大量外幣債券,可能會暫停加息

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.

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