UBS On-Air: Paul Donovan Daily Audio 'Ignoring central bankers'
UBS On-Air: Market Moves - A podcast by Client Strategy Office
Yesterday’s US retail sales reinforced the resilience of the US consumer. That resilience depends on middle-income consumers, and middle-income consumer resilience depends on real spending power being better than headline data suggests. Inflation pressures continue to moderate, and today’s US import price data should show falling prices.
