Daily Economic Research

KBVS ECONOMIC RESEARCH
Friday, 29 May 2026

Macro Highlight :
Oil prices eased to around USD94/bbl (Prev: 96) after reports of a US–Iran ceasefire extension helped ease risks around the Strait of Hormuz. Looking ahead, markets will focus on Germany CPI and US Chicago PMI for further direction.

The government is preparing a large-scale fiscal stimulus package for 2H26, covering transportation incentives alongside national internship and vocational programs, although investors remained cautious over the effectiveness and fiscal implications of the planned measures. Looking ahead, investors are expected to continue monitoring geopolitical developments as key drivers of near-term market direction.

We anticipate a marginal decrease in the 10Y SUN yield today (1 Mar ‘24), projecting it to range between 6.57% and 6.77%.

 

Regards,
KBVS Research Team

 

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