UBS On-Air: Paul Donovan Daily Audio 'Trading into consumer demand' episode artwork

EPISODE · Aug 7, 2026 · 5 MIN

UBS On-Air: Paul Donovan Daily Audio 'Trading into consumer demand'

from UBS On-Air: Market Moves

China’s July export data was somewhat stronger than expected. The big three electrification exports have collectively been important to export growth. China’s exports to the US are steady around pre-pandemic levels (using China’s data, which is probably a better reflection of trade trends). German June exports were stronger than expected and (of course) past data was revised stronger.

Episode metadata supplied by the publisher feed · Published Aug 7, 2026

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UBS On-Air: Paul Donovan Daily Audio 'Trading into consumer demand'

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