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 BOT held the policy rate at 1.00% as expected, while signalling a high bar for near‑term hikes despite a temporary inflation overshoot.</li>
<li>Sub‑trend, uneven growth and weak SME credit make the MPC favour an accommodative stance while watching inflation expectations closely. </li>
<li>Future rate moves hinge on cost‑push shocks, baht‑driven imported inflation and whether disinflation turns the real policy rate too restrictive.</li>
</ul>


The BOT held the policy rate at 1.00% as expected, while signalling a high bar for near‑term hikes despite a temporary inflation overshoot.
Sub‑trend, uneven growth and weak SME credit make the MPC favour an accommodative stance while watching inflation expectations closely. 
Future rate moves hinge on cost‑push shocks, baht‑driven imported inflation and whether disinflation turns the real policy rate too restrictive.


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