Archive - Telok Ayer Macroeconomics

Singapore Economy Summarised: Darker Days Ahead

An accessible explanation of the state of Singapore's economy

Aug 1 •

June 2025

The Liquidity Problem Behind Indonesia’s Easing Path

Bank Indonesia will probably continue to ease policy but slowly

Jun 26 •

Now more than ever, Nusantara should stick together

Singapore, Malaysia, and Indonesia benefits from closer ties amidst an uncertain world

Jun 3 •

May 2025

Offshore Exposure Keeps Thailand from Easing

Trade Surplus has historically strengthened the THB, but what happens when the exporters' earnings don't return?

May 15 •

April 2025

An Ageing Singapore Forces Monetary Policy Reform

CPF, MAS, SGS, Ageing in 5

Apr 14 •

March 2025

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 •

February 2025

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 •

January 2025

Will MAS Stay the Course or Ease in 2025?

Assessing Inflation Risks and the Case for Policy Stability.

Jan 22 •

December 2024

IDR: Should the BI Continue To Defend?

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

Dec 23, 2024 •

KRW: First casualty of American exceptionalism?

Why have the Won traded so poorly despite the AI boom?

Dec 2, 2024 •

November 2024

US Presidential Elections Are Mostly Just a Poll About The Economy

How Americans feel about the economy is a much more important deciding factor than any issues regarding identity.

Nov 8, 2024 •

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