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Market Daily Report: Bursa Malaysia Closes Higher On BNM’s OPR Decision, Wall Street Gains

KUALA LUMPUR, Nov 5 (Bernama) -- Bursa Malaysia closed higher, buoyed by Bank Negara Malaysia’s (BNM) decision to maintain the Overnight Policy Rate (OPR) at 2.75 per cent, alongside positive cues from Wall Street. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 19.30 points, or 1.19 per cent, to 1,635.86 from Wednesday’s close of 1,616.56. The benchmark index opened 6.72 points higher at 1,623.28, and fluctuated between an intraday high of 1,642.44 and a low of 1,622.62 during the trading session. However, market breadth was negative, with losers outnumbering gainers 723 to 497, while 466 counters were unchanged, 1,075 untraded and 10 suspended. Turnover rose to 3.74 billion units valued at RM3.61 billion compared with yesterday’s 2.81 billion units valued at RM2.57 billion.
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美联储Daly：2025年或将降息两次，关税影响或低于预期

随着通胀逐步向2%的目标靠近，旧金山联储主席Mary Daly表示，尽管近期关税政策引发担忧，今年仍有望降息两次。

Daly指出，企业正在主动分摊关税成本，通过压缩利润空间，减少对消费者的直接价格传导，从而缓解通胀压力。

“部分企业选择不转嫁全部成本给消费者，”Daly表示，“这可能使通胀冲击小于市场预期。”

投资者关注重点

  • Daly预计2025年将降息两次

  • 关税或导致一次性价格上涨，但不会造成长期通胀

  • 经济增长与消费趋缓，但尚未疲软

  • 通胀仍在朝着2%目标前进

  • 市场预计首次降息将在9月进行

联储内部出现分歧

尽管6月会议纪要显示决策层存在分歧，Daly倾向认为关税影响有限。
另一方面，圣路易斯联储主席Musalem则呼吁谨慎，强调需要更多时间观察关税对物价的真实影响。

“我们可能要等到今年第四季度甚至2026年初，才能看到全部影响。”Musalem补充道。

投资者结论

随着Daly淡化通胀风险、确认降息路径，市场对9月降息的预期持续增强。
对于债券与股市投资者来说，信号很明确：货币政策正逐步转向宽松，尽管贸易风险仍带来不确定性。

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