UBS On-Air: Paul Donovan Daily Audio 'Paying for price increases'

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Recorded28 Nov 2025

Publishersecure.ubs.com

Handlerec:13375771

Show notes

Today, US consumers give thanks by spending money—cutting savings rates to buy things they don’t need. Retailers will discount prices, but those discounts may be tempered as retailers also strive to pass on cost increases, or to increase profit margins under the tariff narrative and pretend it is all about cost increases.

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