UBS On-Air: Paul Donovan Daily Audio 'Prices palooza'
About this episode
The episode discusses the impact of US consumer price inflation on monetary policy expectations and the potential for interest rate changes.
It is a sad comment on the quality of communication by the US central bank that a single US consumer price inflation number can have so much sway over policy expectations. Single data points should not be relied on to this extent. If today’s data does not produce a US rate hike in September, disinflationary forces may keep rates on hold this year. If rates are raised, a second rate hike would probably follow.
More episodes of UBS On-Air: Market Moves
- Across the Pond: Europe’s political pendulum swings wider
- Washington Weekly Podcast: Missouri redistricting, GOP convention, 9-11 remembrance
- UBS On-Air: Paul Donovan Daily Audio 'Policy and promises'
- Top of the Morning: State of the US Consumer & Back to School trends
- Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 72)
- UBS On-Air: Paul Donovan Daily Audio 'Market and non-market inflation forces'
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