UBS On-Air: Paul Donovan Daily Audio 'Political noise, again'
UBS On-Air: Market Moves · Podcast owner
December 17, 20242m 28s
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Show Notes
While we wait for the perfection of economists running everything, politicians are creating background noise. To the surprise of absolutely no one, Germany’s government lost a vote of confidence and February elections are now likely. Expect deep soul-searching about relatively insignificant changes in fiscal deficits.