UBS On-Air: Market Moves
UBS On-Air: Paul Donovan Daily Audio 'The end of profit-led inflation?'
02 Jul 2024
The British Retail Consortium shop price index (measuring prices in selected stores in the UK) sank to a 0.2% y/y rate. Is this the end of profit-led inflation? Profit-led inflation occurs when retailers use a dominant narrative to disguise profit increases when raising prices. However, at some point, price increases become the dominant narrative and consumer rebellion defeats margin expansion.
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