US President Trump stated there will be no exceptions to aggressively taxing US buyers of foreign metals (due to start on 4 March, giving time for US companies to plead for exceptions). If there is no retreat, this will reduce US steel consumers’ competitiveness via higher import and domestic costs (if domestic metal producers raise prices under cover of the ... Show More
Today
UBS On-Air: Paul Donovan Daily Audio 'Inflation, disinflation, and deflation'
The UK actually managed to publish some data without delay or suspension. July inflation rates were slightly higher than expected, although disinflation forces are also evident. A 30.2% monthly increase in airfares did much to push the figures higher. This is almost certainly a s ... Show More
2m 53s
Nov 2024
11-21-24 Will Trump Tariffs Be Inflationary
A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expec ... Show More
45m 58s