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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'Consumers are changing'

5 min • 5 september 2023
The UK BRC August shop sales data showed a moderate pick-up in the value of sales, but the UK Barclaycard data showed a slower growth in spending. The difference reflects fuel sales and restaurant spending. Both numbers are nominal, and so imply a declining volume of sales as the recent profit-led inflation has eroded household spending power. The UK consumer still has priorities-spending on air travel was strong.
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