UBS On-Air: Paul Donovan Daily Audio 'Disinflation due'
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US September consumer price inflation should show a slower rate of growth in the headline measure. Now that the Federal Reserve has finally started its easing cycle, this matters a little less to markets, but it is still important. Critically, middle-income inflation is running a
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The desk interprets the recent comments from Paul Donovan at UBS regarding benign US inflation as a signal for the resilience of consumer spending, despite the ongoing deflation in durable goods prices. Per the full note, Donovan highlights that consumer spending power has been bolstered by sustained falls in durable goods prices, which have decreased for 25 consecutive months. As the market prepares for upcoming retail sales data, this dynamic underscores a nuanced view of inflationary pressures and consumption patterns, particularly in the context of expected robust retail sales figures today.
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