ANZ logo
ANZ

June 19, 2026

Asia Macro Weekly

Weekly UpdateEquitiesRates Govt BondsFXEnergyIndustrials

The report highlights that the energy supply shock in Asia has likely peaked following the US-Iran de-escalation. However, persistent inflation risks and tight global financial conditions necessitate continued central bank vigilance.

Key Takeaways

  • 1.The supply shock from the US-Iran conflict has likely peaked, but risks linger as higher energy prices continue to filter through.
  • 2.Regional central banks are expected to maintain a cautious bias due to persistent inflation risks, particularly in food and transportation.
  • 3.While lower oil prices provide relief to current accounts and currencies, tight global financial conditions continue to limit potential capital inflows.

Table of Contents

  • Key view
  • Upcoming events & data
  • Data calendar
  • Forecasts
  • Central bank meetings
  • Recent insights
  • Acronyms & abbreviations
  • Contacts

Document Preview

Page 1 of 5
Page 1 of Asia Macro Weekly
Subscribe for full access

Access the Full Report

Get unlimited access to institutional research reports with a 14-day free trial.

Authors

Dhiraj NimSanjay Mathur

Securities

Brent Crude Oil

Themes

Supply Chain NormalizationInflationary Persistence

Regions

Asia PacificIndiaIndonesiaMalaysia