UBS On-Air: Paul Donovan Daily Audio 'Disinflation beneath inflation'
UBS On-Air: Market Moves - En podkast av Client Strategy Office
US October producer price inflation is due. These numbers better reflect corporate pricing power than does the consumer price data. The tone should be consistent with a December rate cut—in this situation, the Federal Reserve does not want rising real rates, and inaction would raise real rates over the course of this year.
