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 Fed held rates at 3.5–3.75% in a 9-3 vote as hawkish dissents crystallised. Debate centres on whether hikes are needed to restore 2% inflation and credibility.</li>
<li>Rising real yields and AI capex make financial conditions and productivity payoffs pivotal for any decision to raise rates.</li>
<li>The five‑year-long inflation overshoot, and counting, keeps hike risk live; cuts are unlikely until disinflation and expectations are firmly anchored.</li>
</ul>


The Fed held rates at 3.5–3.75% in a 9-3 vote as hawkish dissents crystallised. Debate centres on whether hikes are needed to restore 2% inflation and credibility.
Rising real yields and AI capex make financial conditions and productivity payoffs pivotal for any decision to raise rates.
The five‑year-long inflation overshoot, and counting, keeps hike risk live; cuts are unlikely until disinflation and expectations are firmly anchored.


Fed Holds as Hike Debate Grows