UBS
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US: Spending resilience supports Dollar – UBS
UBS economist Paul Donovan expects US December retail sales to highlight resilient consumer spending, noting that the roughly 0.8% GDP cost of…
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GBP: Bank of England uncertainty with disinflation trend – UBS
UBS economist Paul Donovan highlights uncertainty around the Bank of England meeting, contrasting it with a more predictable ECB. He explains…
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USD: Government shutdown ends – UBS
US President Trump signed a bill ending the government shutdown, a situation that has become so commonplace that markets barely…
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USD: Limited inflation implications from Trump comments – UBS
Paul Donovan from UBS, notes that a unanimous 92 out of 92 surveyed economists expect no change in US interest…
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