UBS On-Air: Paul Donovan Daily Audio 'Political checks and balances'

A former US Congressperson’s withdrawal from the attorney general nomination raises questions about political orthodoxy and market stability. The discussion delves into how these political shifts subtly impact financial markets. UK retail sales data and US consumer confidence surveys post-election are critically analyzed, providing insight into economic sentiments. The episode also touches on the Federal Reserve’s interest rate policies amidst ongoing inflation concerns, revealing the intricate dance between politics and finance.