UBS On-Air: Paul Donovan Daily Audio 'All the single ladies (and lads)'
UBS On-Air: Market Moves · Podcast owner
November 15, 20242m 13s
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Show Notes
China’s singles’ consumer spending festival may have helped support October retail sales data. Industrial production data was less surprising, although the detail hinted at some export strength. It seems rather early for the story of foreigners buying goods in anticipation of tariffs—buy now to avoid taxes later—to apply.