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Heteronomics

Heteronomics
UK-centric macro research

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bullishMacroeconomics
15 Feb 2025 01:15

HEW: Hawkish Canaries and Sick Doves

Resurgent US inflation and UK GDP growth sicken dovish arguments, even if the turn is exaggerated by residual seasonality in H1. We now see the...

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Phil Rush
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bullishMacroeconomics
13 Feb 2025 22:39

Philippines: Policy Rate Held At 5.75% (Consensus 5.5%) in Feb-25

The BSP held its key rate at 5.75%, contradicting market expectations of a 25bp cut, citing persistent global economic uncertainties and a stable...

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bullishMacroeconomics
13 Feb 2025 22:04

Uruguay: 25bp Rate Hike To 9% (Consensus 8.75%) in Feb-25

The BCU raised its policy rate by 25bps to 9.00%, defying market expectations for a hold and reinforcing its hawkish stance in response to rising...

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bullishMacroeconomics
13 Feb 2025 18:45

UK: GDP Rebounds From Statistical Low

GDP defied dovish expectations by surging 0.4% m-o-m, flipping the expected sign on Q4 to grow by 0.1% q-o-q amid broadly positive performances...

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Phil Rush
152 Views
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bullishMacroeconomics
12 Feb 2025 23:30

US Inflation Ending Cutting Cycle

Intensifying US inflationary pressures significantly exceeded consensus expectations in January, accumulating news potentially worth 1pp in 2026...

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Phil Rush
191 Views
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