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>Fed holds at 3.5–3.75% as expected. The SEP shows stronger growth and higher inflation, reinforcing a cautious, higher‑for‑longer rate stance.​</li>
<li>Median dots still pencil in only gradual cuts to 3.4% end‑2026, with a higher 3.1% long‑run rate signalling a structural limit to loosening.​​</li>
<li>Oil‑driven inflation and a softening labour market will determine the timing of another possible cut, with risks skewed to later, not faster, easing.</li>
</ul>


Fed holds at 3.5–3.75% as expected. The SEP shows stronger growth and higher inflation, reinforcing a cautious, higher‑for‑longer rate stance.​
Median dots still pencil in only gradual cuts to 3.4% end‑2026, with a higher 3.1% long‑run rate signalling a structural limit to loosening.​​
Oil‑driven inflation and a softening labour market will determine the timing of another possible cut, with risks skewed to later, not faster, easing.


Fed Holds: Higher for Longer?