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외환/환율 📈 긍정적 🔴 매우 중요

United States: Oil-driven price pressures and policy focus – UBS

요약

UBS Chief Economist Paul Donovan expects May United States (US) headline consumer price inflation to rise as higher Oil-related costs are passed through to consumers. He notes firms can protect profit margins by raising prices while demand holds, with US consumers drawing on savings.