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Aug 2025
3m 34s

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

CLIENT STRATEGY OFFICE
About this episode
While official US July producer price inflation numbers were higher than expected, the signs of the progression of trade taxes were as expected. Supply chains have become longer and more complex—trade taxes progress down supply chains over months, not days. Rising producer prices without rising consumer prices does not automatically mean profits are being sq ... Show More
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