Economists expect inflation to push OPR up next year
Published . Updated .
Key takeaways
- Economists broadly expect Bank Negara Malaysia (BNM) to raise the overnight policy rate (OPR) next year, as resilient economic growth and the prospect of higher inflation in 2027 could pave the way for monetary policy normalisation.
- Exposed: TIP, XLP, WMT, COST, PG
- Market reaction: price tracking starts with the next trading session.
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Economists broadly expect Bank Negara Malaysia (BNM) to raise the overnight policy rate (OPR) next year, as resilient economic growth and the prospect of higher inflation in 2027 could pave the way for monetary policy normalisation.
Directly affected
- No company is named in this report.
Indirectly affected
- EWM iShares MSCI Malaysia ETF-0.6% 6d
iShares MSCI Malaysia ETF holds stocks listed in Malaysia, which this story is about (“malaysia”).
- EMB iShares J.P. Morgan USD Emerging Markets Bond ETF+0.3% 6d
iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in Malaysia
- EMLC VanEck J.P. Morgan EM Local Currency Bond ETF-2.9% 30d
VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from Malaysia.
- EEM iShares MSCI Emerging Markets ETF-4.4% 17d
iShares MSCI Emerging Markets ETF is a broad fund of emerging-market stocks that includes Malaysia
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| EWMNo price data for this ticker | — | — | — | — | — | — | — |
| EMBNo price data for this ticker | — | — | — | — | — | — | — |
| EMLCNo price data for this ticker | — | — | — | — | — | — | — |
| EEMNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Economists expect inflation to push OPR up next year The Edge Malaysia
Source: The Edge Malaysia
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 37 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 41 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 44 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 26 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 37 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 44 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Procter & Gamble (PG), worth $1,001 - $15,000 on 23 Oct 2026. That is 16 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 27 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Pete Sessions sold Procter & Gamble (PG), worth $1,001 - $15,000 on 8 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern bought Coca Cola (KO) (jointly held), worth $1,001 - $15,000 on 31 Aug 2026. That is 69 days before publication. Filed 25 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (TIP)
Companies carried with this story
- TIP Ishares Tr
In “Economists expect inflation to push OPR up next year,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLP Select Sector Spdr Tr
For “Economists expect inflation to push OPR up next year,” Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence. Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- WMT Walmart
For “Economists expect inflation to push OPR up next year,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- COST Costco Wholesale
Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Economists expect inflation to push OPR up next year.” Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- PG Procter & Gamble
Procter & Gamble (PG) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Economists expect inflation to push OPR up next year.” Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- KO Coca Cola
In “Economists expect inflation to push OPR up next year,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
How “Economists expect inflation to push OPR up next year” reaches Ishares Tr (TIP)
“Economists expect inflation to push OPR up next year” (8 Nov 2026) reaches Ishares Tr (TIP) through this story.
What ties Ishares Tr (TIP) to the headline is this: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
A second company, Select Sector Spdr Tr (XLP), is listed for a different reason: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Dates and price levels for Ishares Tr (TIP)
TIP traded between 103.77 and 105.61 across 17 sessions. The latest close on file is 105.27. WMT traded between 108.59 and 130.92 across 20 sessions. The latest close on file is 129.23. XLP traded between 80.10 and 82.50 across 7 sessions. The latest close on file is 81.02.
How strong the case is around Ishares Tr (TIP)
46 out of 100
“Economists expect inflation to push OPR up next year” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.