The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

0817 GMT - Indonesia's headline inflation is expected to remain broadly stable through 2H, RHB economist Wong Xian Yong says in a note. Food prices are likely to remain the main source of volatility as El Nino conditions strengthen, while sustained rupiah weakness could gradually feed into imported inflation, he says. However, subdued domestic demand and well-anchored inflation expectations should help limit broader price pressures, he reckons. RHB expects Bank Indonesia to keep its benchmark interest rate unchanged at its August meeting, extending its policy pause after raising rates by a cumulative 100 bps since May. Wong continues to expect one additional 25bps rate hike in 3Q, primarily to support the rupiah and contain imported inflation rather than respond to broad-based domestic price pressures. (yingxian.wong@wsj.com)

0713 GMT - Bitcoin falls on concerns about an ongoing hack of a popular bitcoin storage device. Canada-based Coinkite Inc. has urged users of its Coldcard digital wallets to move their bitcoin after security researchers said a software flaw might have allowed attackers to steal about $70 million worth of the cryptocurrency in less than an hour. Meanwhile, bitcoin exchange-traded funds recorded outflows on Friday. Bitcoin falls 1.3% to $62,591, according to LSEG data.(renae.dyer@wsj.com)

0515 GMT - The U.S. Treasury is set to uphold a regular and predictable issuance strategy, leaning on Treasury bill issuance to delay coupon [Treasury note and bond issuance] increases until at least February 2027, Morgan Stanley strategists say in a note. "Healthy market functioning and resilient demand suggest investors should focus less on headline deficits and more on issuance composition," they say. They expect the Treasury to keep coupon note and bond issuance stable until February 2027, adopting smaller increases, spread out over a longer period, they say. The Treasury's quarterly refunding announcement with borrowing estimates are scheduled for Monday and the refunding policy statement and auction details are due on Wednesday. (emese.bartha@wsj.com)

0329 GMT - Malaysia's banking sector is expected to remain range-bound in the absence of immediate near-term catalysts, Hong Leong IB analyst Raymond Ng says in a note. He says current valuations already reflect optimism over capital management, with the sector trading at 1.15X forward book value, one standard deviation above its five-year average. Prospects for additional shareholder returns remain largely limited to AMMB, CIMB and Public Bank, he says. A potential expansion of the KLCI could also create a temporary overhang, limiting scope for a sector re-rating, he adds. Potential expansion of the benchmark stock index KLCI to 50 constituents from 30 could also weigh on bank shares, as financial stocks have consistently dominated the index. Hong Leong maintains a neutral rating on Malaysian banking sector, pegging AMMB as 2H top pick. (yingxian.wong@wsj.com)

0312 GMT - Taiwan's strong 2Q GDP data boost the odds of a central-bank rate hike in September, says UOB's Ho Woei Chen in a report. Data released Friday showed the country's 2Q GDP surged 12.92% on year versus UOB's estimate of 10.8% growth, the economist notes. "Composition of growth became more balanced in 2Q as stronger domestic demand complemented continued external sector strength," the economist says. Also, the "ongoing AI investment cycle continues to provide a structural tailwind to Taiwan's economy," she says. Taiwan's robust economic growth have strengthened the case for a 12.5bps rate hike at Taiwan central bank's September meeting, the economist adds. (ronnie.harui@wsj.com)

0224 GMT - Politics may be behind coordinated U.S.-Japan intervention in the yen, State Street Investment Management's Masahiko Loo says in an email. "Recent reports of coordinated intervention suggest the U.S. may be more willing to lean against disorderly yen weakness than markets previously assumed, to prevent unnecessary stress in funding markets," the senior fixed-income strategist says. The "AI investment boom is creating enormous funding needs, with Big Tech increasingly deploying cash into capex rather than recycling it into Treasuries," Loo adds. The dollar is 0.7% lower at 156.48 yen, LSEG data show.