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Forex Market Overview May 21, 2026

Stronger Dollar Pressures Asian Currencies, While Ringgit Holds Near 3.94 on Trade and Oil Support

Forex Market - Central Bank Policy Outlook May 21, 2026

On Thursday, May 21, 2026, the Malaysian Ringgit (MYR) remained relatively stable, with USD/MYR fluctuating within the 3.94–3.95 range. Markets are currently balancing between expectations of "higher-for-longer" US interest rates and improving global risk appetite. Despite continued strength in the US dollar, the Ringgit has outperformed some regional peers thanks to stable energy revenues, persistent trade surpluses, and ample foreign reserves.

Meanwhile, elevated US Treasury yields and fading expectations for multiple Fed rate cuts this year helped keep the US dollar firm during Asian trading hours.

Market Overview

Global and Regional Context

Global FX markets continue to trade around the "Higher for Longer" narrative. Strong US retail sales and labor-market data prompted investors to reassess the Federal Reserve's easing path. The US Dollar Index (DXY) remained near 99, while Asian currencies largely consolidated within ranges.

On commodities, Brent crude traded near USD 103 per barrel, with markets closely watching Middle East shipping and supply risks. For Malaysia, sustained high oil prices support export revenues and fiscal expectations.

The IMF continues to maintain relatively constructive growth expectations for Asian emerging economies, helping sustain medium-term capital inflows into ASEAN currencies.

Local Market Performance

USD/MYR traded around 3.9440 today. Overall volatility remained contained, reflecting continued confidence in Malaysia's macroeconomic fundamentals.

According to the latest Bank Negara Malaysia (BNM) data, international reserves stood at approximately USD 129.7 billion as of end-April 2026, sufficient to finance around 4.7 months of goods and services imports and equivalent to 0.9 times short-term external debt.

On trade, Malaysia maintained a surplus of around RM24.5 billion in March, while E&E exports continued to anchor external demand, supported by an improving global tech cycle.

Sector and Key Highlights

USD/MYR

USD/MYR continued consolidating around the 3.94–3.95 range. Although the US dollar remains supported by elevated US interest rates, the Ringgit's downside has been limited by Malaysia's stable trade surplus and energy-linked revenues.

Key short-term drivers include:

  • Fed official commentary
  • US Core PCE inflation data
  • US Treasury yield movements
  • Crude oil price fluctuations

A stronger breakout in the DXY toward the 99–100 zone could push USD/MYR back toward the 3.96 area.

SGD/MYR

SGD/MYR traded around 3.09. The Monetary Authority of Singapore (MAS) continues to maintain a relatively tight exchange-rate policy stance to manage imported inflation. As MYR stabilizes, the pair remains locked within the 3.08–3.10 consolidation zone.

Commodity Linkages

Elevated oil prices remain a key support factor for the Ringgit. Compared with most energy-importing Asian economies, Malaysia benefits relatively more from sustained high crude prices.

However, persistently high oil prices could also keep global inflation elevated, potentially delaying Fed easing and indirectly strengthening the US dollar against emerging-market currencies.

Currencies to Watch

Currency Pair Current Level (Est.) Reason
USD/MYR Around 3.9440 Tug-of-war between Fed rate expectations and Malaysia's strong fundamentals.
SGD/MYR Around 3.09 Balance between MAS tightening bias and MYR stabilization.

Market Drivers

  • Reduced Fed rate-cut expectations: Strong US data continued supporting the dollar.
  • Elevated oil prices: Brent crude above USD 100 supports Malaysia's energy revenues.
  • Stable trade surplus: Malaysia's persistent trade surplus supports FX inflows.
  • High reserve levels: BNM reserves continue reinforcing market confidence.
  • Regional capital inflows: Improving risk appetite supports ASEAN currencies over the medium term.

Outlook

Analysts expect USD/MYR to trade within a 3.92–3.97 range in the near term.

Potential scenarios include:

  • Softer US inflation → MYR could test 3.92–3.93
  • Higher US Treasury yields → USD/MYR may revisit 3.96–3.97
  • Stable oil prices and improving exports → constructive medium-term outlook for MYR

Overall, the Ringgit remains in a phase of solid fundamentals but continued pressure from the broader US dollar cycle.