BNM Maintains OPR, Inflation Expectations Under Scrutiny

February 22, 2026
Economy
Reuters

Bank Negara Malaysia (BNM) announced last week its decision to maintain the Overnight Policy Rate (OPR) at 3.00%. The market is now closely monitoring upcoming inflation data to assess future monetary policy direction, with analysts expecting a prolonged pause unless inflation significantly deviates from forecasts.

Bank Negara Malaysia (BNM), in its monetary policy meeting last week, decided as widely expected to maintain the Overnight Policy Rate (OPR) at 3.00%. This decision reflects BNM's balanced consideration between supporting economic growth and containing inflation. In its statement, BNM noted that the current monetary policy stance is 'supportive and sufficient to address domestic economic growth'. However, the market generally believes that BNM will continue to closely monitor global economic developments and domestic inflationary pressures. The January Consumer Price Index (CPI) data, due to be released this week, will be crucial, providing investors with more clues on inflation trends and BNM's future policy path. Analysts anticipate the OPR will remain unchanged until the second half of the year unless inflation unexpectedly surges significantly.
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