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Sep 2023
4m 27s

UBS On-Air: Paul Donovan Daily Audio 'Eu...

CLIENT STRATEGY OFFICE
About this episode
German and Spanish preliminary September consumer price inflation is due. Energy prices are a focus of course, but transitory durable goods price inflation should continue to exert disinflation pressure. Controlling profit-led inflation pressures were an early focus in Spain, and will naturally be a fading disinflation force. They are still an issue in Germa ... Show More
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Today
UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity'
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Yesterday
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Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
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