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HEW: Trump’s Salsa Turns Policy Tighter

Norway's Restrictive Pause Amid Inflation Dilemma

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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.

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<ul>
<li>Norges Bank held at 4%, but a higher rate path, including a likely hike, emphasises a renewed tightening bias amid stubborn inflation risks.</li>
<li>Upside risks from wages and energy, and concern over entrenched inflation, now outweigh only modest slack in activity and labour markets.</li>
<li>Future rate moves hinge on energy prices, wage settlements, and krone dynamics, with cuts now a higher‑bar scenario than at January’s outlook.</li>
</ul>


Norges Bank held at 4%, but a higher rate path, including a likely hike, emphasises a renewed tightening bias amid stubborn inflation risks.
Upside risks from wages and energy, and concern over entrenched inflation, now outweigh only modest slack in activity and labour markets.
Future rate moves hinge on energy prices, wage settlements, and krone dynamics, with cuts now a higher‑bar scenario than at January’s outlook.


Norges Bank Turns Hawkish Again