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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'Europe focuses on inflation, the US focuses on trousers'

4 min • 28 september 2023
German and Spanish preliminary September consumer price inflation is due. Energy prices are a focus of course, but transitory durable goods price inflation should continue to exert disinflation pressure. Controlling profit-led inflation pressures were an early focus in Spain, and will naturally be a fading disinflation force. They are still an issue in Germany.
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