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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'The beginning of the end of profit-led inflation?'

5 min • 13 juli 2023
US consumer price data showed inflation slowing more than nominal wages, especially for middle-income consumers whose inflation experience is less than the headlines suggest. It is unclear how much credit the Federal Reserve can take for this-the 2021 transitory inflation turned to deflation without the Fed’s help, and Fed Chair Powell has little authority over energy prices.
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