UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'

Update: 2025-01-16

Description

Yesterday’s US consumer price inflation data was benign. Consumer durable goods prices fell for a majority of the Biden administration. Although consumers do not focus on such prices when considering inflation, this deflation did boost consumer spending power. The abrupt market response reflects the problem with Federal Reserve Chair Powell’s “data dependency” mantra: any data release (however dodgy) prompts an extreme market response.

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UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'

#box-pro-ellipsis-173766132515257{-webkit-line-clamp:2;}UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'

UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'

UBS On-Air: Paul Donovan Daily Audio 'Benign inflation; now, what about growth?'