【中国银河】东盟研究双周报：强美元下印菲主动加息，区域资产极致分化-260622（23页）.pdf

1、 国家央行股市10Y国债收益率汇率新加坡维持2.83%-3BP，收2.06%贬值0.5%马来西亚 维持1.10%2BP，收3.60%贬值2.5%泰国维持-0.64%-12BP，收2.09%贬值0.6%印尼加息50BP10.41%17BP，收7.07%升值1.2%越南维持-0.78%6BP，收4.53%贬值0.1%菲律宾加息25BP3.32%-56BP，收7.00%升值1.8%1 Positioning for a market recoveryHadi SOEGIARTOElizabeth NOVIANAJune 10,2026 2 Monthly wrap for May 2026Prem

2、JEARAJASINGAM,June 5,2026 7 21-21-16 2 6 9 31-2-18-31-28-29-23-41-12-9-11-15-29-13-27 1-19 19 9-1 2-37 18.6%18%18%19%19%20%20%21%-50-40-30-20-10010203040（亿林吉特）POGOPOGO 3 The diseconomies of biodieselNazmi IDRUSJune 10,2026 58 01020304050607080-0.4-0.20.00.20.40.60.81.01.21.41.6 5,192.70 1,712.031,572.50 6,177.14 1,824.53 6,135.35 1.2923 4.1370 32.86117,82625,18160.5366.8130 161.13 1,527.094.474 0.872.751.005.754.504.752.063.592.197.064.487.350.872.062.753.59 1.002.195.757.064.504.484.757.35 3.22 1,155.00 2,691.03 20,166.05 53,455.00 3,402.00%（万吨）