Pantheon Macroeconomics

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21st Jan 2026 11:04Emerging AsiaDaily Monitor
  • BNM held the OPR at 2.75% yesterday, in line with expectations, prolonging its ongoing pause.
  • For now, AI-driven export strength should continue, meaning no rate cuts in 2026.
  • Subdued inflation should leave the door open to a rate cut in the event of an economic shock.

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Keywords for: 23 January 2026 Emerging Asia Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence