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Nov 2024
2m 13s

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

CLIENT STRATEGY OFFICE
About this episode
China’s singles’ consumer spending festival may have helped support October retail sales data. Industrial production data was less surprising, although the detail hinted at some export strength. It seems rather early for the story of foreigners buying goods in anticipation of tariffs—buy now to avoid taxes later—to apply. 
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