tag:blogger.com,1999:blog-6297413898275266606.post560557054356861012..comments2024-03-27T18:15:59.096+08:00Comments on Economics Malaysia: A Lesson In Macro Policy Choiceshishamhhttp://www.blogger.com/profile/06265308095732759923noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6297413898275266606.post-83111724250012222662015-01-23T15:30:44.243+08:002015-01-23T15:30:44.243+08:00Nicely saidNicely saidhishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-69338811083145362572015-01-23T15:29:27.320+08:002015-01-23T15:29:27.320+08:00@Warrior
I agree. The pessimism is crazy. We'...@Warrior<br /><br />I agree. The pessimism is crazy. We're talking about maybe 0.5%-1.0% less growth. People are talking as if we're falling into recession.hishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-22451616169833015272015-01-23T00:30:04.648+08:002015-01-23T00:30:04.648+08:00Zuo De
Here are three latest wire reports that sh...Zuo De<br /><br />Here are three latest wire reports that should stir fresh questions.<br /><br />1. Will the US increase rates if this trend in joblessness persists:<br /><br />http://www.marketwatch.com/story/jobless-claims-above-300000-for-third-straight-week-for-first-time-since-july-2015-01-22<br /><br />If so, what happens to EMEs?<br /><br />2. What happens now to investors in the Euro in Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-50906688283862846122015-01-22T22:35:30.794+08:002015-01-22T22:35:30.794+08:00Zuo De
The danger is that such negativity becomes...Zuo De<br /><br />The danger is that such negativity becomes a self-fulfilling prophecy. Most if not all, economic conflagrations, start from the loss of a subjective abstraction, 'confidence', which is usually precipitated by loose talk and uninformed conjectures. Reason goes missing in the debate and panic sets in as the herd mentality gathers steam and soon you have everyone bar the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-60785186187579285602015-01-22T19:00:26.415+08:002015-01-22T19:00:26.415+08:00Warrior, I think this people, especially local are...Warrior, I think this people, especially local are intellectual bankrupt. They do not want to take 1 minute to active their brain cell but just repeat what the rating agencies said and it is the end of the road for Malaysia as it is.<br /><br />What a lot of crap. The 10 year MSG yield has drop back to almost normal and the FED is just "thinking" only, and everyone goes ga ga, for what,Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-89672144073566054412015-01-22T18:08:49.052+08:002015-01-22T18:08:49.052+08:00I would rather think that BNM should have reduced ...I would rather think that BNM should have reduced the OPR to 3.0% and see how it goes from there. But I get the feeling that BNM is being tentative on three fronts a) its desire to keep a tight leash on inflation b) it is leery of igniting higher Household Debt etc c)further depreciation in the MYR.<br /><br />But I would still go for it to sustain local AD given the iffy external headwinds. <br Anonymousnoreply@blogger.com