UBS On-Air: Paul Donovan Daily Audio 'Micro and macro'
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There is little macroeconomic data today. Asian markets have been moved by corporate news, with micro evidence of additional weakness from China’s consumers. At a time of structural change, the assumptions behind macroeconomic data can become further and further removed from real
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4 itemsUBS On-Air: Paul Donovan Daily Audio 'Market moves more than economic shifts'
The desk interprets the recent weakness in Asian bond and equity markets as a reflection of a rising risk sentiment rather than acute economic concerns. Per the full note [source], UBS's Chief Economist Paul Donovan suggests that despite the market downturn, with equities not moving significantly to induce considerable wealth effects, consumption remains resilient. Watching for further developments from geopolitical tensions, particularly the US-Iran scenario, remains critical as it influences oil prices and broader market sentiment.
UBS On-Air: Paul Donovan Daily Audio 'More politics. More policy.'
UBS On-Air: Paul Donovan Daily Audio 'Policy and politics, in the absence of economics'
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