UBS On-Air: Paul Donovan Daily Audio 'The damage of data dependency'

episode

UBS On-Air: Market Moves not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

Can Toia Shut Herbie Down? Penrith's Vulnerable State & Moses' Lebanon Exit!| NRL Daily 47 min · 24 Sep 2026 · Triple M Rocks Footy NRL

Ask, Tell, Confess: I Can't Believe He CHEATED?! 31 min · 24 Sep 2026 · Dumb Blonde

NPR News: 09-23-2026 10PM EDT 4 min · 24 Sep 2026 · NPR News Now

10PM ET 09/23/2026 Newscast 3 min · 24 Sep 2026 · Fox News Hourly Update

Xi in Washington, US-China Trade Truce Extended, More 8 min · 24 Sep 2026 · Bloomberg News Now

Whateley in a Snapshot | Thursday (24.09.26) 6 min · 24 Sep 2026 · Whateley

Report any issue

Source

Recorded13 Feb 2025

Publishersecure.ubs.com

Handlerec:4542998

Show notes

Yesterday’s US consumer price data provoked some unease in bond markets. This is mainly the fault of Federal Reserve Chair Powell—not because Powell’s policies drove inflation higher, but because Powell’s “data dependency” mantra means markets overreact to any data point. Egg prices are not controllable (not even by presidential executive order), but the fact that food price inflation is creeping up may have implications for other policies that are hurting US farmers. Today’s producer price data may show companies anticipating tariffs.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in