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 Bank of Canada held at 2.25% as expected, with future rate moves hinging on slack absorption and energy‑driven inflation risks.</li>
<li>Inflation should ease back to 2% by early 2027 if oil prices follow the futures curve and war‑related cost shocks fade.</li>
<li>Output gap, tariff uncertainty and a weaker CAD will shape how long rates stay at the bottom of the neutral range.</li>
</ul>


The Bank of Canada held at 2.25% as expected, with future rate moves hinging on slack absorption and energy‑driven inflation risks.
Inflation should ease back to 2% by early 2027 if oil prices follow the futures curve and war‑related cost shocks fade.
Output gap, tariff uncertainty and a weaker CAD will shape how long rates stay at the bottom of the neutral range.


Canada: Watching Oil and Slack