cover of episode UBS On-Air: Paul Donovan Daily Audio 'Increasingly predictable'

UBS On-Air: Paul Donovan Daily Audio 'Increasingly predictable'

2023/5/11
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

Shownotes Transcript

US consumer price inflation data was generally as expected. This is the point. Inflation is more predictable. Predictability hints that profit-led inflation may be starting to turn as the unusual nature of profit-led inflation is what is hard to predict.