UBS On-Air: Paul Donovan Daily Audio 'Trade tax timing, and inflation'
UBS On-Air: Market Moves · Podcast owner
July 4, 20253m 6s
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Show Notes
The US June employment report was strong enough in the headline to dispel ideas of a sudden US interest rate cut. It was troubling enough in the detail to suggest a more negative outlook for the US economy. Job creation was very narrowly focused.