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Dec 2023
4m 30s

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

CLIENT STRATEGY OFFICE
About this episode
European and US inflation numbers again surprised the markets by coming in lower than expected. The ending of the 2021–22 transitory inflation was very rapid (in the US, durable goods inflation went from record high to deflation within nine months). It may be that the ending of profit-led inflation is similarly fast. This does, of course, mean that real cent ... Show More
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