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UBS On-Air: Paul Donovan Daily Audio 'The politics of debt'

UBS On-Air: Paul Donovan Daily Audio 'The politics of debt'

UBS On-Air: Market Moves · Podcast owner

August 28, 20252m 13s

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Show Notes

The US provides another official estimate of second-quarter GDP. These numbers will be revised further in the future. Policy expectations distorted demand patterns for domestic consumers, but the relative strength of the middle-income US household balance sheet late last year provides a foundation for some consumer spending. Weekly continuing claims for unemployment insurance are a modest market focus.