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
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Authors
Dhiraj NimSanjay Mathur
Securities
Brent Crude Oil
Themes
Supply Chain NormalizationInflationary Persistence
Regions
Asia PacificIndiaIndonesiaMalaysia
