UBS On-Air: Paul Donovan Daily Audio 'Can US inflation be hedged? '
UBS On-Air: Market Moves · Podcast owner
August 12, 20253m 1s
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Show Notes
US July consumer price inflation is due. The details will show more of the April trade taxes seeping into consumer prices—although a 10% tariff equates to around a 4% consumer price increase, and service prices should be largely unaffected. This data is less reliable than that released just six months ago—not because of political bias, but because funding cuts mean fewer price points are measured.