Episode

UBS On-Air: Paul Donovan Daily Audio 'Beefing about prices'

Podcast
UBS On-Air: Market Moves
Published
May 13, 2026
Duration seconds
185
Processing state
not_requested
Canonical source
https://www.ubs.com/content/dam/podcasts/wma/260513-beefing-about-prices.mp3
Audio
https://www.ubs.com/content/dam/podcasts/wma/260513-beefing-about-prices.mp3
JSON
/v1/public/podcasts/ubs-on-air-market-moves-2992243/episodes/ubs-on-air-paul-donovan-daily-audio-beefing-about-prices
Markdown
/podcast/ubs-on-air-market-moves-2992243/ubs-on-air-paul-donovan-daily-audio-beefing-about-prices.md

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Summary

US April consumer price inflation was slightly higher than expected—but with of the data being guesswork, and rising fictitious owner’s equivalent rent, it is unwise to overemphasize that. The details do raise political concerns. Since US President Trump took office, coffee prices have risen 24%, beef over 19%, gasoline over 19%, and vegetables 10.5%. These are price increases that consumers notice and remember. Trump claimed not to think about Americans’ financial situation, but markets are betting the president does care (and policy decisions will reflect that).