UBS On-Air: Paul Donovan Daily Audio 'Inflation bonanza' ...

What this episode covers

May US headline consumer price inflation is expected to rise as the price of the Iran war is being passed through relatively quickly to consumers. A supply shock might have a delayed effect (with profit margins being squeezed), but the very visible cause of price increases and the precedents of the pandemic supply shocks and tariffs make it easier for firms to pass on higher costs without delay (limiting damage to profits, so long as demand does not falter).

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Frequently Asked Questions

How long is this episode of UBS On-Air: Market Moves?

This episode is 3 minutes long.

When was this UBS On-Air: Market Moves episode published?

This episode was published on June 10, 2026.

What is this episode about?

May US headline consumer price inflation is expected to rise as the price of the Iran war is being passed through relatively quickly to consumers. A supply shock might have a delayed effect (with profit margins being squeezed), but the very visible...

Can I download this UBS On-Air: Market Moves episode?

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