UBS On-Air: Paul Donovan Daily Audio 'Seeping taxes, suspending data'
UBS On-Air: Market Moves · Podcast owner
August 13, 20253m 7s
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Show Notes
Yesterday’s July US consumer price inflation data showed trade taxes seeping into prices. US appliance prices are higher than in March—in most other major economies, they are lower. Tire prices leapt in July. Auto prices are not reflecting tariffs, but that was not likely—cars arriving as late as June would have been tariff exempt, and from dockside to car lot takes up to six months. Pre-tax auto inventory is currently being sold.