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 ECB meeting accounts confirm unanimous support for the unsurprising 25bp hike delivered in September, and provide no basis to treat it as the end of the cycle.</li>
<li>All members saw upside inflation risks, while one judged the adverse energy scenario likelier than the baseline, reinforcing a December hike.</li>
<li>A 2.5% rate is still seen within the range of staff neutral estimates. Resilient activity and above-target core inflation leave scope for another 25bp increase.</li>
</ul>


The ECB meeting accounts confirm unanimous support for the unsurprising 25bp hike delivered in September, and provide no basis to treat it as the end of the cycle.
All members saw upside inflation risks, while one judged the adverse energy scenario likelier than the baseline, reinforcing a December hike.
A 2.5% rate is still seen within the range of staff neutral estimates. Resilient activity and above-target core inflation leave scope for another 25bp increase.


ECB: December Hike Reinforced