Deposits
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Progress towards U.S.–Iran deal eases market concerns. In Thailand, stability is improving, but long-term growth remains constrained.
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Trump signals the peace deal with Iran inches closer; Thai Chuay Thai Plus expected to support short-term consumption.
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U.S.–Iran tensions ease; Japan’s LDP wins a landslide; Thailand election surprise improves prospects for government stability
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Middle East tensions remain high as Trump sets a strike deadline on Iran, while Thailand’s economic momentum softens.
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U.S.-Iran resume military action for the first time in a month. Thai exports expand unevenly, and MPC is expected to maintain rates further.
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U.S. and Iran prepare to sign a peace deal, but energy crisis continues to affect global economy. Thailand likely to maintain policy rate.
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U.S. prepares major sanctions on Iran, raising uncertainty. In Thailand, MPC is expected to hold rates despite loan growth hitting a 3-year high.
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Supply disruption may persist after Trump rejected Iran’s proposal. Thailand faces rising inflation amid higher cost-push pressures.
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Despite hopes for U.S.–Iran talks, several factors keep energy prices elevated. Thai economy remains stable but faces increasing external risks.
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US-China signal a trade truce; oil prices remain elevated after Trump rejected Iran’s proposal; Thai exports expand, narrowing the trade deficit.
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