CIMB Thai expects Thai GDP growth of about 2% this year, but warns that crude above US$100 a barrel would raise transport and business costs, pass through to consumer prices and weaken household purchasing power. Core inflation rose 0.2% month-on-month, and some businesses that held prices down may start passing costs on. Plan for higher fuel and logistics costs, review pricing, and watch for slower consumer demand. Long-term bond yields are also rising (US 30-year above 5%), which would raise borrowing costs over time.