UBS On-Air: Paul Donovan Daily Audio 'Team Transitory victory lap'
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Yesterday’s consumer price inflation was stronger than the consensus forecast, and the expectation is that the Fed will continue its chant of ‘raise, raise, raise.’ While the headline dictates what the Fed will do, the details dictate what consumers might do - which matters to investors.
More Episodes
The latest employment report is in - Brian stops by to provide thoughts around the health of the US labor market, and what this latest data means for the potential timing and extent of Fed rate cuts in the weeks ahead. Plus, a look at what to expect in the week ahead. Featured is Brian Rose,...
Published 09/06/24
Just one month ago, markets were panicked by the release of an unreliable labor market signal, distorted by seasonal peculiarities. Now, once again, it is time for the US employment report. The unreliability adds unpredictability to the numbers, but the expectation is for a lower unemployment...
Published 09/06/24
Published 09/06/24
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