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UBS On-Air: Paul Donovan Daily Audio 'Buy before prices rise'
Published 1 year ago
Description
China’s December trade data showed even more strength in exports than had been anticipated. This is being attributed to US companies stockpiling ahead of threatened taxes from US President-elect Trump. Such stockpiling may delay the consumer price inflation effects of the taxes (though the narrative of the tax increase is powerful, and may lead to consumer price increases regardless).