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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
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...

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bullishMacroeconomics
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...

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Phil Rush
346 Views
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bullishMacroeconomics
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...

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Phil Rush
200 Views
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bullishMacroeconomics
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...

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197 Views
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bullishMacroeconomics
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...

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Phil Rush
171 Views
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