cover of episode UBS On-Air: Paul Donovan Daily Audio 'Guessing games'

UBS On-Air: Paul Donovan Daily Audio 'Guessing games'

2024/4/25
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

Frequently requested episodes will be transcribed first

Shownotes Transcript

The US releases its first guess at first quarter GDP (a generally accurate number should be available sometime around 2029 or 2030). The rapid pace of structural change means that increasing amounts of economic activity are likely being missed in this sort of data. Overall, there should be some signs of a slowdown, but middle-income consumers will still provide resilience.