UBS On-Air: Paul Donovan Daily Audio 'Slower disinflation'
UBS On-Air: Market Moves - En podcast av Client Strategy Office
US January consumer price inflation is likely to produce a frenzy of media excitement. Technical factors mean that while inflation is slowing, it will slow more slowly. Many companies traditionally increase prices at the start of the year, and with profit expansion behind much of current inflation, that may be more relevant than normal. Reweighting the different components of inflation also (temporarily) slows disinflationary pressures. However the lived experience of US consumers is likely to be more disinflationary than the headline data.
