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Heteronomics

Heteronomics
UK-centric macro research

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United Kingdom Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
23 Nov 2024 02:00

HEW: Misaligned Data Focus For FX

The Euro has weakened over the past week due to markets focusing on hawkish price and wage inflation, with more emphasis on activity growth rates...

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Phil Rush
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bullishMacroeconomics
22 Nov 2024 02:30

EA Wages Are Too Inflationary For 50bp

Upwards revisions to Euro area labour costs and a jump in negotiated wage settlements extend cost growth inconsistent with a sustainable return to...

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Phil Rush
172 Views
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bullishMacroeconomics
20 Nov 2024 19:18

Indonesia: Policy Rate Held At 6.0% (Consensus 6.0%) in Nov-24

Bank Indonesia held the BI-Rate at 6.00%, aligning with expectations, citing controlled inflation within its 2.5% ±1% target and global economic...

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bullishMacroeconomics
20 Nov 2024 19:15

UK Inflation Flies Cuts To 2025

A surprising airfare rebound extended CPI inflation’s energised rise to 2.3%. Its higher weighting in core and services measures compounded the...

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Phil Rush
139 Views
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bullishMacroeconomics
19 Nov 2024 21:30

EA Inflation Doesn’t Need A 50bp Cut

October's final Euro area inflation print confirmed its surprisingly steep rise to 2% y-o-y. Strength was not only broad across countries but...

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Phil Rush
130 Views
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