Country Focus
Excess Savings Won’t Save China's Economy
The redeployment of pandemic-era excess savings has been a significant driver of US consumption growth and helped the economy avoid a recession last year. Although pandemic-era fiscal support was less generous in China, households nevertheless accumulated…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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