Telok Ayer Macroeconomics | Awang Usman | Substack

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Recent posts

An Ageing Singapore Forces Monetary Policy Reform

CPF, MAS, SGS, Ageing in 5

Apr 14 •

China Dollar Bond Curve Reveals Corp Bonds Opportunity

The tale of two markets shows a reversal in sentiment in the US and China. Chinese USD Corporate Bonds could be the play

Mar 26 •

Death by a Trillion Cuts: Prabowo's Austerity Makes No Sen

Why feed children lunch but remove their parents' ability to give them dinner?

Feb 24 •

MYR: Trump Tariffs' Indirect Victim

The Ringgit ended 2024 strongly with some optimism due to US cuts, but it is looking increasingly unlikely that it will maintain its strength in 2025.

Feb 6 •

Will MAS Stay the Course or Ease in 2025?

Assessing Inflation Risks and the Case for Policy Stability.

Jan 22 •

IDR: Should the BI Continue To Defend?

Perry Warjiyo is resolute in defending the IDR, but for how long?

Dec 23, 2024 •

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