UBS On-Air: Paul Donovan Daily Audio 'The (dis) inflation cycle starts again'
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The cycle of European consumer price inflation data is about to start again (in reality, this is pretty much a perpetual cycle). The Spanish and German preliminary August numbers are due today. Both are expected to show a fairly sizable decline. That means, of course, that real i
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4 itemsUBS On-Air: Paul Donovan Daily Audio 'Inflation (but not the really exciting sort)'
The Eurozone is set to release flash consumer price inflation data for February, with expectations firmly rooted in stability, indicating that inflation concerns are muted. Per the full note from UBS, there is no indication of an affordability crisis in Europe, especially when compared to the situation in the U.S. While the data remains generally benign, European governments have implemented policies that tend to suppress inflation rather than exacerbate it. Added to this, the latest producer price index data from the U.S. reveals underlying inflation trends that could impact future Federal Reserve policy as it contemplates interest rate adjustments.
UBS On-Air: Paul Donovan Daily Audio 'Disinflation due'
UBS On-Air: Paul Donovan Daily Audio 'Inflation anticipation'
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