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 Riksbank holds at 1.75% as expected, but a higher rate path and explicit hike risk make this a hawkish hold for 2026.</li>
<li>Low core inflation and slack, offset by war‑driven cost shocks and fiscal distortions, are the guides for whether hikes are triggered.</li>
<li>Policy bias tilts to “higher for longer”, raising the hurdle for cuts even if growth underperforms the Riksbank’s baseline.</li>
</ul>


The Riksbank holds at 1.75% as expected, but a higher rate path and explicit hike risk make this a hawkish hold for 2026.
Low core inflation and slack, offset by war‑driven cost shocks and fiscal distortions, are the guides for whether hikes are triggered.
Policy bias tilts to “higher for longer”, raising the hurdle for cuts even if growth underperforms the Riksbank’s baseline.


Riksbank Raises the Risk of Rate Hikes