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Why is China’s export strength failing to translate into stronger domestic demand? This edition of Macro Trends examines the structural forces holding back Chinese consumers, from rising youth unemployment and precautionary savings to a weakening property market and demographic pressures. Through analysis of credit growth, inflation expectations, monetary conditions and shifting export trends, the charts explore why policy easing has struggled to revive spending and what it could take to restore household confidence.
This edition of Macro Moves examines how financial markets react to U.S. elections, drawing on nearly a century of presidential and midterm results. The analysis explores how elections influence stock market returns, volatility and the relationship between stocks and bonds.
It also investigates whether initial market reactions offer clues about future performance, how quickly volatility subsides, and whether election-related movements represent lasting shifts or temporary departures from normal market behaviour.
