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>The BOK held the base rate at 2.50% as unanimously expected, signalling a prolonged, data‑dependent pause in the face of war‑related uncertainty.</li>
<li>Inflation is now projected to exceed the February 2.2% forecast, keeping rate‑cut odds low unless oil and FX pressures ease decisively.</li>
<li>Growth is set to undershoot earlier forecasts, but FX and inflation risks mean the policy bias remains towards extended holding.</li>
</ul>


The BOK held the base rate at 2.50% as unanimously expected, signalling a prolonged, data‑dependent pause in the face of war‑related uncertainty.
Inflation is now projected to exceed the February 2.2% forecast, keeping rate‑cut odds low unless oil and FX pressures ease decisively.
Growth is set to undershoot earlier forecasts, but FX and inflation risks mean the policy bias remains towards extended holding.


BOK Holds: Oil Shock and Rates