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 raised the cash rate by 25bp to 4.60%, as widely expected; the unanimous vote and hawkish guidance leave another increase firmly in play.</li>
<li>Underlying inflation, expectations and fuel-cost pass-through will determine whether the cash rate rises again to 4.85%.</li>
<li>Weaker housing supports a pause, but resilient demand, strong investment and poor productivity keep inflation risks skewed upwards.</li>
</ul>


The RBA raised the cash rate by 25bp to 4.60%, as widely expected; the unanimous vote and hawkish guidance leave another increase firmly in play.
Underlying inflation, expectations and fuel-cost pass-through will determine whether the cash rate rises again to 4.85%.
Weaker housing supports a pause, but resilient demand, strong investment and poor productivity keep inflation risks skewed upwards.


RBA Tightens Into Supply Shock