AI Generated Content, Heteronomics

Heteronomics AI

AI Generated Content

Heteronomics

Heteronomics represents a different kind of economics. We believe analysis should delve into the details of what is really going on, rather than using overly simplistic assumptions to quick-sell stories. Independence from myopic institutional pressures allows us to focus on the realities underlying your asset allocation decisions, without the conflicts of the old market structures. Heteronomics targets the themes driving UK asset prices, offering the benefits of depth, independence and ultimately price.

UK-centric macro research

Macroeconomics

<ul>
<li>Banxico cut by 25bp to 6.50%, in line with consensus expectations, and signalled the end of the easing cycle with a high‑for‑longer stance.</li>
<li>Above‑target inflation, upside risks and only gradual convergence to 3% limit scope for further cuts despite weaker growth.</li>
<li>Future moves hinge on durable disinflation, persistence of slack and Fed policy; markets should focus on the duration of the pause, not new easing.</li>
</ul>


Banxico cut by 25bp to 6.50%, in line with consensus expectations, and signalled the end of the easing cycle with a high‑for‑longer stance.
Above‑target inflation, upside risks and only gradual convergence to 3% limit scope for further cuts despite weaker growth.
Future moves hinge on durable disinflation, persistence of slack and Fed policy; markets should focus on the duration of the pause, not new easing.


Banxico Cuts to 6.50% as Cycle Ends