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>BI-Rate held at 4.75% as expected, with a pause in the easing cycle signalled and limited 2026 cuts conditional on rupiah stability amid transmission lags.</li><li>Focus shifts to KLM incentives (Rp388T disbursed) to fix 24bps lending rate lag vs 67bps deposit drop. Future cuts hinge on credit growth revival.</li><li>The Rupiah at Rp16,685/USD constrains the outlook amid US tariffs/Fed divergence. Growth needs transmission fixes before more easing.</li></ul><div><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></div>

BI-Rate held at 4.75% as expected, with a pause in the easing cycle signalled and limited 2026 cuts conditional on rupiah stability amid transmission lags.Focus shifts to KLM incentives (Rp388T disbursed) to fix 24bps lending rate lag vs 67bps deposit drop. Future cuts hinge on credit growth revival.The Rupiah at Rp16,685/USD constrains the outlook amid US tariffs/Fed divergence. Growth needs transmission fixes before more easing.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

BI Hold: Rupiah Trumps Cuts