Inflation has been easing in Malaysia and Singapore - is this enough to pause further central bank actions? And for ASEAN, the elephant in the room question - does China need more measures to turbo charge its economy? Meanwhile, looking at the top currency trades - will the USDJPY continue to move higher? Also, will the Ringgit continue to slide?

00:30 - Roundup - Suhaimi Ilias

04:56 - SG inflation - Chua Hak Bin

08:49 - MY inflation, OPR - Zamros Dzulkafli

12:34 - PH interest rate - Zamros Dzulkafli

15:45 - CN interest rate - Brian Lee

17:45 - CN stimulus - Brian Lee

20:00 - CN GDP - Brian Lee

23:23 - MY bonds - Winson Phoon

27:01 - USDJPY - Saktiandi Supaat

30:26 - USDMYR - Saktiandi Supaat

33:23 - PH equities (Invest ASEAN) - Jacqui de Jesus

Producer: Noelle Lim, Maybank IBG

In today’s Highlight, banking analyst, Desmond Ch’ng discusses if we should still stay invested in Malaysian banks as interest rates fall. Co-Head of Macro, Chua Hak Bin moderates the call. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.

Headline inflation rates in ASEAN-6 economies appear to have peaked and are moderating. Latest monetary policy actions by ASEAN central banks except for Vietnam indicate they are still cautious.

00:22 - Roundup - Chua Hak Bin

02:33 - ASEAN inflation - Suhaimi Ilias

07:38 - ASEAN interest rate - Suhaimi Ilias

09:15 - ASEAN monetary policy - Suhaimi Ilias

10:40 - BNM governor - Suhaimi Ilias

11:13 - TH inflation - Lee Ju Ye

13:42 - TH China impact - Lee Ju Ye

14:49 - MY banks - Desmond Ch’ng

Producer: Noelle Lim, Maybank IBG

In today’s Highlight of our Weekly Briefing, Anand Pathmakanthan, Head of Equity Research in Malaysia unpacks the first quarter earnings, which have been disappointing. Will the second half of the year be better? Suhaimi Ilias speaks with him. To learn more, download the Malaysia 1Q23 Results Roundup report from our trading platform. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.

Producer: Noelle Lim, Maybank IBG

Our analysts present forecast revisions - Vietnam’s GDP, US dollar, our year end KLCI target - and also consider undervalued plays in Thailand’s energy and retail sectors. 

00:20 - Roundup - Suhaimi Ilias

06:53 - TH interest rate - Lee Ju Ye

09:17 - ID inflation - Lee Ju Ye

11:28 - VN GDP - Brian Lee

14:10 - USD, Euro, CNY - Saktiandi Supaat 

19:00 - USDMYR - Saktiandi Supaat 

21:48 - MY 1Q earnings - Anand Pathmakanthan 

25:46 - TH energy - Chak Reungsinpinya

29:22 - TH retail - Suttatip Peerasub

In the Highlight of our Weekly Briefing, Saktiandi Supaat, our Head of Forex Research shares his findings on what may happen to currencies when the Fed cuts rates. To learn more, go to our ASEAN x Macro report, The Pivot Play and an Event Risk That Looms. And for the full conversation with other Maybank analysts, go to the latest Weekly Briefing episode on ASEAN Speaks. 

A tentative agreement has been reached between the Republicans and Democrats that will help avoid a debt default. Over in ASEAN, we review a slew of indicators - inflation and interest rate expectations - and how selected sectors are doing. On currencies, we analyse why the Ringgit has been weakening against the US dollar. Also based on past US interest rate cycles, how will the US dollar do when the Fed starts cutting rates? 

00:32 - Roundup - Winson Phoon

03:44 - SG GDP, inflation- Chua Hak Bin

06:58 - MY inflation, foreign reserve - Suhaimi Ilias

11:05 - ID interest rate, GDP - Lee Ju Ye

14:03 - VN interest rate - Brian Lee

15:25 - CN interest rate - Brian Lee

16:38 - USDMYR, SGDMYR - Saktiandi Supaat

23:23 - ID property - William Jefferson 

26:44 - PH equities - Jacqui de Jesus

28:20 - TH telco - Wasu Mattanapotchanart

Here is the highlight from today’s Weekly Briefing. Non-oil domestic exports or NODX extended its decline in April as exports to China contracted sharply, offsetting the rebound to the US and Europe. What is the probability of a recession in Singapore? Suhaimi Ilias speaks with Chua Hak Bin. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.