AGP Executive Report
Last update: 7 hours agoASEAN+3 Outlook: AMRO lifted its 2027 growth forecast for ASEAN+3 to 4.1% on stronger AI-linked exports and investment, while keeping 2026 at 4.1%, but warned energy/logistics costs and risks like West Asia supply shocks and El Niño could still bite. US Inflation Watch: The ISM services PMI fell to 54.9 in September as supply strain pushed prices higher, keeping inflation pressure alive into next year. Energy Risk Premium: Saudi Aramco’s Amin Nasser said global oil stockpiles are “scarily thin” amid Hormuz disruption risk, warning replenishment could take years. Rates & Markets: Futures drifted lower as Europe’s debt worries hit the euro to a 17-month low and bond-market stress resurfaced; investors also eye the RBI MPC where a 25 bp hike is widely expected. Brazil Politics: Bolsonaro edged Lula in the first round and will face him in a runoff Oct. 25, with analysts expecting a rally in Brazilian assets. AI Infrastructure Theme: Navitas and Microchip pushed an 800V DC rack power reference design for AI data centers, while AMRO flagged AI demand as a key swing factor for regional growth.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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