fed meeting soon

just as Trump intended?

hike or cut?

hike to give some upward pressure to USA...
but cut is what the King wants....

Hmmm...

He trying to manipulate the market again...

Like what he did previously....

Going soft on China by slapping lower rates???? Later of the year????

Waiting for 4 - 3.80 why?

Expecting FED to cut rates and BNM will hold the %3 + Trump need weaker USD + Malaysia unlikely to hit 2025 GDP growth target of %4.5-5.5

really? your view is BNM will hold OPR fixed while FED cuts rates?

i would think BNM will follow Fed in cutting rates actually.

I think the growth will hit the target of 4.4 4.5% and honestly the inflation could drop below the official 2-3% range if economic activity keeps slowing and commodity prices stay soft over the next few months.

But unless we see a sharp GDP decline that really hits domestic demand and the job market BNM still has other economic tools it can use and interest rates aren’t the only option

Based on the current movement, I would think Fed cutting while BNM holding the rates.

Fed is widely expected to hold rate for this week meeting, and only make a cut move on next meeting if economy activities slow down.
Inflation impact from tariff cause a lot of uncertainty.

This is the most consensus out there from what I read.

Will the ringgit strengthen next week? Moody downgrade us...

Syok sendiri...

I have a feeling,... Mr Powell prefers to hold the rate as long as he can, just to 'defy POTUS'.

The more POTUS presses, the more reluctant will Fed Chair wants to cut,.......

Inflation in Malaysia is going up . That'll make up for the nominal GDP growth figure

Strangely 😂😂😂... i feel it....

Anything’s possible, but my forecast still stands: BNM held the rate at 3% as I predicted, and the Fed will cut i have no doubt.

And for those still shouting about inflation. Hahaha relax. The latest uptick is just 0.1% (2.0% vs 1.9%).
That’s peanuts. 😉

Analysts today talking about 4.10 but i maintain 4.0 to 3.80 ( mid-term)

Remember actually US need weak USD

This post has been edited by MBCH: Jun 3 2025, 02:16 AM

USD dropping like rock again.

USDMYR now 4.19. A 6.3% drop year to date.

headache...
should be damn happy cos my networth in usd is up like 15%....
but in myr terms, it is only up like 8%....

stupid King T....

U all in USD assets?

On top of my head, usd and hkd denom investment should be around 60%? Maybe 55?

But USD not drop 50%, right?