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UBS On-Air: Paul Donovan Daily Audio 'What can consumers afford to spend?'
Published 1 week, 2 days ago
Description
German November retail sales were weaker than expected, but the October data was revised substantially higher. Throughout 2025, German retail sales data was nearly always revised substantially higher, and there is no reason to suppose that trend will not continue. German consumers are more persistently exuberant than initially reported.