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 RBA’s 25bp hike to 4.35% was broadly expected; upside inflation risks and energy shocks keep a tightening bias in place for 2026.</li>
<li>New forecasts show inflation above target to mid‑2027 and a higher terminal rate path near 4.7%, raising the bar for any early easing.</li>
<li>Future moves hinge on energy prices, inflation expectations and demand: data must undershoot forecasts for the RBA to pause, let alone cut.</li>
</ul>


The RBA’s 25bp hike to 4.35% was broadly expected; upside inflation risks and energy shocks keep a tightening bias in place for 2026.
New forecasts show inflation above target to mid‑2027 and a higher terminal rate path near 4.7%, raising the bar for any early easing.
Future moves hinge on energy prices, inflation expectations and demand: data must undershoot forecasts for the RBA to pause, let alone cut.


RBA Hikes Not Decisively Above Neutral