UBS On-Air: Paul Donovan Daily Audio 'The effects of changing rates up and down'

UBS On-Air: Market Moves - A podcast by Client Strategy Office

German producer price inflation is expected to continue the long established disinflation trends (although note that the consensus forecast range is wide, and based off a small sample). This is confirmation that current inflation is not demand led or supply led as both would tend to show up in producer prices. Profit-led inflation generally takes place after the producer sector (with the exception of some strongly branded sectors, e.g. food or clothing).