UBS On-Air: Paul Donovan Daily Audio 'Cutting rates'
UBS On-Air: Market Moves · Podcast owner
October 21, 20242m 11s
Audio is streamed directly from the publisher (ubs.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
German September producer prices are expected to stay in deflation (this is not a surprise, they have been in deflation for over a year). While other factors will add noise to consumer price data, producer prices are a better reflection of corporate pricing power. The deflation signals should secure expectations for further rate cuts from the ECB.