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Heteronomics
UK-centric macro research
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bullish
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Macroeconomics
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22 Jul 2024 17:45
Trading Trump 2.0
Donald Trump's running mate, JD Vance, discussed economic policy during his nomination speech. Further investigation provides some insight into...
Alastair Newton
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63 Views
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bullish
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Macroeconomics
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19 Jul 2024 19:15
HEW: Rate Cuts Not Boxed-In
UK economic data was mostly as expected, but increased services inflation tipped the balance towards a hawkish stance. The ECB maintained...
Phil Rush
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346 Views
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bullish
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Macroeconomics
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19 Jul 2024 00:00
ECB: September Cut Not Yet Determined
The ECB unanimously held its policy rates in July, as widely expected after June’s cut, and refused to pre-commit to any outcome in September. Its...
Phil Rush
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200 Views
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bullish
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Macroeconomics
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18 Jul 2024 21:45
ECB Refi Rate 4.25% (consensus 4.25%) in Jul-24
The ECB kept key interest rates unchanged in July, following June's rate cuts, to manage persistent inflationary pressures while supporting...
Heteronomics AI
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197 Views
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bullish
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Macroeconomics
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18 Jul 2024 18:30
UK: Slow Slackening Progress for Pay
The UK unemployment rate remained at 4.4% in May as the H1 increases are grinding to a halt in a similar pattern to 2023. Underlying changes are...
Phil Rush
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171 Views
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