UBS On-Air: Paul Donovan Daily Audio 'The (dis) inflation cycle starts again'

Paul Donovan, an expert in economic analysis and financial markets, dives into the latest trends in European consumer price inflation. He highlights the anticipated declines in Spain and Germany's preliminary figures and how these shifts signal rising real interest rates. The conversation shifts to the European Central Bank's pursuit of inflation management, emphasizing policy stability over stimulus. Additionally, Donovan discusses the growing focus on U.S. GDP revisions and the implications for corporate earnings against the backdrop of these macroeconomic shifts.