UBS On-Air: Paul Donovan Daily Audio 'Inflation reality and soft landings'
UBS On-Air: Market Moves - A podcast by Client Strategy Office

October US consumer price inflation headlines have two significant factors. Health insurance calculations are changing and are likely to add to the inflation rate—but of course changing how inflation is calculated does not change inflation reality for consumers. And the fictional owners’ equivalent rent data should contribute less to inflation, again without changing reality.