UBS On-Air: Paul Donovan Daily Audio 'More inflation fun'

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Recorded29 Feb 2024

Publishersecure.ubs.com

Handlerec:4544205

Show notes

Yesterday’s US GDP revisions did not add much to investors’ stock of knowledge. The US consumer proved stronger than initially thought, as US consumers so often are. The market-based personal consumer expenditure deflator has slowed quite notably over recent quarters. What good old fashioned supply and demand is doing is creating a quite powerful disinflation story.

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