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Heteronomics

Heteronomics
UK-centric macro research

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United Kingdom Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
04 May 2024 01:00

HEW: Policy Plumage Evolving

The Fed's expectations surpassed the September call, leading to a shift from a hawkish to a neutral stance on the market. This change occurred...

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Phil Rush
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bullishMacroeconomics
03 May 2024 18:09

Norway Policy Rate 4.5% (consensus 4.5%) in May-24

The Norges Bank has maintained the policy rate at 4.5%, aligning with expectations and previous forecasts, to control inflation that is still...

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bullishMacroeconomics
03 May 2024 00:15

Hedge in May and Go Away

A sharp rise in market rates drove down equity prices in April. The correlated move was consistent with our suggestion before Easter to hedge the...

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Phil Rush
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bullishMacroeconomics
02 May 2024 18:02

Switzerland CPI Inflation 1.4% y-o-y (consensus 1.1%) in Apr-24

Switzerland's CPI inflation rate for April 2024 increased to 1.4% year-on-year, exceeding market expectations of 1.1%. The month-on-month change...

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bullishMacroeconomics
02 May 2024 17:37

Indonesia CPI Inflation 3.0% y-o-y (consensus 3.1%) in Apr-24

Indonesia's CPI inflation rate in April 2024 was approximately 3.0% year-on-year, slightly below the market expectations of 3.06%. The minor...

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