UBS On-Air: Paul Donovan Daily Audio 'Disinflation (not in the US)'
UBS On-Air: Market Moves · Podcast owner
June 27, 20253m 18s
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
Japan exhibited some disinflation with the June Tokyo consumer price data. Using the international definition of core inflation, the rate slowed to 1.8% y/y. A lot of the headline inflation seems to be driven by non-fresh food, perhaps suggesting relative price shifts rather than strong, broad inflation momentum.