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% as expected; the real surprise was a rare 8–4 split, as three pushed back against an implied easing bias.</li>
<li>Elevated, energy‑driven inflation and firmer near‑term expectations raise the bar for cuts and keep upside rate risks alive.</li>
<li>With growth still “solid” and labour markets only slowly cooling, markets should assume a higher‑for‑longer Fed stance into 2027.</li>
</ul>


The Fed held rates at 3.5–3.75% as expected; the real surprise was a rare 8–4 split, as three pushed back against an implied easing bias.
Elevated, energy‑driven inflation and firmer near‑term expectations raise the bar for cuts and keep upside rate risks alive.
With growth still “solid” and labour markets only slowly cooling, markets should assume a higher‑for‑longer Fed stance into 2027.


Fed Split Points Higher‑for‑Longer