UBS On-Air: Paul Donovan Daily Audio 'The wider politics of price rises'
UBS On-Air: Market Moves · Podcast owner
February 12, 20252m 13s
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Show Notes
US January consumer price inflation will be largely unaffected by US President Trump’s trade taxes (though prices are occasionally raised in anticipation of tariffs). Unless tax increases are very aggressive, nothing Trump does will have a bearing on first quarter inflation. However, the composition of consumer prices is politically important.