UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'Who believes the numbers?'

Mar 26, 2025
UK inflation data for February surprised analysts with lower figures, raising questions about the reliability of economic indicators. The challenges posed by the government's energy pricing caps are also highlighted as they contribute to impending inflation changes. Quality issues plague labor market and producer price data publications, complicating the economic landscape. The discussion expands to the impact of fiscal policies and global supply chain dynamics on inflation expectations.
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