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Mark Bohlund

@mbohlund.bsky.social
221 followers 235 following 407 posts

Sovereign debt for REDD Intelligence, ex-Africa Economist for Bloomberg, IHS. Interests in Africa, governance, macroeconomics.

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Mark Bohlund @mbohlund.bsky.social · 28/09/2026
Good profile on Edwin Sifuna who is very likely to be President Ruto's main challenger in #Kenya 2027 elections. Chances look higher than usual that opposition will be able to unite around one candidate. www.trtafrika.com/english/arti...
trtafrika.com
TRT Afrika - Ruto's thorn? Inside rapid rise of Kenyan Senator Edwin Sifuna
Until recently, many in Kenya may not have predicted the rapid rise of Nairobi Senator Edwin Sifuna to the top of national politics.
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Zecharias Zelalem @zekuzelalem.bsky.social · 23/09/2026
War breaks out in Ethiopia. Tigrayan forces attack federal government positions on two fronts & capture the region's airports. Tragically, shuttle diplomacy efforts by the international community have failed. Ethiopia is on the brink of being plunged back into all out civil war. It's a disaster.
aljazeera.com
Tigray forces launch offensive against Ethiopian government
Tigray People’s Liberation Front seizes control of airports, targets government positions in Afar and Amhara regions.
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Duncan Money @mininghistory.bsky.social · 14/09/2026
Petition calling on Zambia's government to reverse the outrageous decision to revoke Sishuwa Sishuwa's passport, which leaves him effectively stateless: democracyinafrica.org/global-acade...
democracyinafrica.org
Global Academics Call on Zambian Government to Reinstate Sishuwa Sishuwa’s Passport | Democracy in Africa
Academics from around the world have mobilised to campaign against the Zambian government's decision to cancel the passport of Sishuwa Sishuwa, a Senior Lecturer in the Department of History at Stelle...
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Mark Bohlund @mbohlund.bsky.social · 03/09/2026
"our analysis indicates little evidence of a widespread official diversification away from dollars, despite the decline in the dollar share of aggregate official reserves [with data reflecting] the concentrated actions of a few large players." libertystreeteconomics.newyorkfed.org/2026/09/are-...
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Mark Bohlund @mbohlund.bsky.social · 29/08/2026
"The change to positive outlook reflects Nigeria's improved external position and stronger-than-expected economic growth, which, if sustained, would enhance the capacity to absorb external shocks, strengthen economic resilience and support government revenue." www.moodys.com/research/Moo...
moodys.com
Moody's - credit ratings, research, and data for global capital markets
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Mark Bohlund @mbohlund.bsky.social · 29/08/2026
#senegal "The downgrade to Caa2 reflects our view that rising refinancing pressures, weakening debt affordability and limited prospects for debt reduction have increased the likelihood of a default event, through prolonged liquidity strains or a debt treatment" www.moodys.com/research/Moo...
moodys.com
Moody's - credit ratings, research, and data for global capital markets
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Mark Bohlund @mbohlund.bsky.social · 25/08/2026
Interesting stuff. tontinecoffeehouse.com/2026/08/17/b...
tontinecoffeehouse.com
Banking Panic and a Shipwrecked Rescue - The Tontine Coffee-House
Just as Hamburg's commercial crisis was the result of weather, foul weather also drove a meaningful rescue off course with the sinking of HMS Lutine.
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Charles Onyango-Obbo @cobbo3.bsky.social · 17/08/2026
Why the Chinese yuan could soon be Africa’s most important trading currency, as an increasing number of the continent’s banks deepen their integration with China’s payment network.
scmp.com
Why the Chinese yuan could soon be Africa’s most important currency
The continent’s banks are signing up for China’s Swift alternative, smoothing transactions and potentially avoiding sanctions.
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Mark Bohlund @mbohlund.bsky.social · 07/08/2026
Moody's has upgraded #Benin to Ba3 due to nascent structural transformation and strong growth, averaging 6-7% annually since 2018 with revenue mobilisation efforts and prudent budget management are supporting debt reduction from a peak of 61% of GDP in 2023. www.moodys.com/research/Moo...
moodys.com
Moody's - credit ratings, research, and data for global capital markets
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Hilary Matfess @hilarymatfess.bsky.social · 07/08/2026
(more) troubling news out of Ethiopia: www.bbc.com/news/article...
bbc.com
Ethiopia's Addis Standard: Editor of top independent news site seized by police, publisher says
Rights groups say this as part of a pattern of targeting news outlets - the government has not commented.
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Mark Bohlund @mbohlund.bsky.social · 07/08/2026
"#Iraq is not doomed; through every blow, its dissident tradition has endured. But generation after generation has paid a heavy price." www.historytoday.com/archive/hist...
historytoday.com
How Iraq Became a Military State
When Iraq gained independence in 1932, its sovereignty remained constrained by Britain. The monarchy responded by building a powerful military that soon turned its guns on the country’s own people.
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Equator @equatormag.bsky.social · 05/08/2026
One of the most brilliant essays we’ve published. Magdi El-Gizouli’s singular and utterly unique analysis of the war in Sudan, blending revolutionary theory, sociology and frontline reporting. This is the first part of two: www.equator.org/articles/kha...
equator.org
Khartoum After the Storm • EQUATOR
How Sudan’s revolutionary generation was dragged into total war
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Mark Bohlund @mbohlund.bsky.social · 05/08/2026
Burkinabe bid has grown stronger in WAEMU debt market coinciding with WAEMU activating financial support fund. About 40% and 80% of XAF55bn in 3- and 5-year bonds auctioned today by Mali bought by Burkinabe. www.umoatitres.org/wp-content/u... More at REDD app.reddintelligence.com/home/news/ne...
umoatitres.org
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Mark Bohlund @mbohlund.bsky.social · 05/08/2026
"X said t it had not taken any action following requests by Saudi authorities, and it “strongly believes in defending and respecting the voice of our users”. However, since mid-July more than 60 accounts have been made unavailable in Saudi Arabia". www.theguardian.com/technology/2...
theguardian.com
Elon Musk’s X latest to block Saudi dissident accounts inside kingdom
Exclusive: More than 60 accounts on X have been made unavailable in Saudi Arabia, after similar action on Snapchat and Facebook
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Mark Bohlund @mbohlund.bsky.social · 26/07/2026
"Guy Scott, an academic, farmer and politician who achieved the distinction of being the first and thus far only white man to lead an African democracy, has died in Lusaka aged 82. His life in many ways embodied the unusual history of Zambia before and after independence" www.ft.com/content/0ccf...
ft.com
Guy Scott, former president of Zambia, 1944-2026
The academic and farmer was the first and only white man to lead an African democracy
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Kevin Carey @kevincareywb.bsky.social · 23/07/2026
Tanzania: "Speaking at a media briefing in London, Omar [FinMin] said a Eurobond was “an option on the table” if market conditions were favourable." www.cnbcafrica.com/2026/tanzani...
cnbcafrica.com
Tanzania considers Eurobond sale to help meet $1 billion borrowing needs | CNBC Africa
LONDON, July 23 (Reuters) – Tanzania is considering a Eurobond sale to help cover its external borrowing needs, estimated at around $1 billion, Finance Minister Khamis Mussa Omar said on Thursday. Spe...
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EMILY WILSON @emilyrcwilson.bsky.social · 23/07/2026
There is a lot to say about the Nolan Odyssey movie. But one point that I think has not been emphasized enough is: this is a film about living in LA, as Nolan, my erstwhile British compatriot and age mate, has done for years. I gather it’s a strange place.
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Kevin Carey @kevincareywb.bsky.social · 22/07/2026
"... Francisco Rodríguez, a Venezuelan economist at the Center for Economic & Policy Research [], said ... “Venezuela likely did not grow more rapidly despite increased oil revenues in the 1st QTR because the US didn’t transfer to the Venezuelan govt the totality of its increased oil revenues”
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Africa Confidential @africa-confidential.com · 22/07/2026
#RigathiGachagua’s DCP has taken Ol Kalou in a landslide, handing President #WilliamRuto a bruising defeat and cementing Gachagua as Mount Kenya’s main political force despite his impeachment. africa-conf.com/rutos-mount-...
africa-conf.com
Ruto's Mount Kenya problem deepens as his deputy's authority falters
The president’s costly election strategy is unnerving both the ruling party and its opponents
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Mark Bohlund @mbohlund.bsky.social · 22/07/2026
"The US has collected more than $13bn in revenues from Venezuelan oil sales this year, according to FT calculations, but has said almost nothing about what has happened to the money. The website set up to track revenue from US-run oil sales has only one $300mn entry." www.ft.com/content/0e56...
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Robin Wigglesworth @robinwigglesworth.ft.com · 16/07/2026
Running the world’s most high-end messaging system is quite profitable. www.ft.com/content/f29b...
ft.com
Another quick peek inside Bloomberg’s empire of data
The Borg: Undefeated (for now)
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Mark Bohlund @mbohlund.bsky.social · 14/07/2026
“The way the sport is set up, we are discouraging sponsors and we are discouraging fans. If you’re not a fan of UAE in cycling, and you aren’t interested in another Pogacar win, why are you watching the race?” To watch UAE lose? Allez Lidl-Trek and Vingegaard! www.theguardian.com/sport/2026/j...
theguardian.com
How Tadej Pogacar became the new ‘patron’ of the Tour de France peloton | Jeremy Whittle
Tadej Pogacar’s dominance has drawn admiration and criticism, with some fearing the Tour de France is losing its competitive edge
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Jon Burke🌍 @jonburkeuk.bsky.social · 11/07/2026
‘…we need to achieve a minimum of 40% street tree canopy cover, and preferably more, before we start to really feel the benefits of nature’s most advanced air-conditioning technology.’ Me, for Big Issue, on tackling urban #heatwaves…👇 www.bigissue.com/opinion/heat...
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Mark Bohlund @mbohlund.bsky.social · 06/07/2026
Togo rebasing GDP by end of this year. www.togofirst.com/fr/gouvernan...
togofirst.com
Le Togo prépare un nouveau rebasage de son PIB, attendu d'ici à fin 2026
Le Togo s’apprête, une nouvelle fois, à redéfinir la mesure de son économie. En présidant, le mardi 30 juin à Lomé, la treizième session ordinaire du...
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EconReporter @econreporter.bsky.social · 06/07/2026
Let's face it, most Netflix are not even good in 1st season, just that they have a FOMO hype machine
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Henry Mance @henrymance.ft.com · 03/07/2026
Grim news from Sudan, where the RSF may be about to repeat the horrors of El Fasher www.ft.com/content/54f5...
ft.com
UN warns of impending ‘catastrophe’ as paramilitaries close in on Sudanese city
Assault on El Obeid threatens repeat of bloodbath that followed Rapid Support Forces’ capture of El Fasher last year
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Mark Bohlund @mbohlund.bsky.social · 27/06/2026
Feels quite illustrative of the US at the moment, at least the image from abroad. Pursuing more deadly foreign policies for a higher sense of their own might. www.nytimes.com/interactive/...
nytimes.com
The Deadly Rise of Giant Trucks and S.U.V.s
The vehicles on American roads have grown larger — and they are killing thousands more pedestrians, a Times investigation found.
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Toby Nangle @tobyn.bsky.social · 26/06/2026
🚨 SpaceX hangover spreads www.ft.com/content/6a13...
ft.com
SpaceX hangover spreads
To the moon 🚀 🚀
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Juraj Mikurcik @jurajmikurcik.bsky.social · 25/06/2026
This is why cities need trees. Hard surfaces and parked cars can reach extreme temperatures, while shaded grass and tree-covered areas stay dramatically cooler. This is the urban heat island effect in one image: hard surfaces absorb and radiate heat, while vegetation and shade reduce it.
Photo showing a combination of hard and soft landscape with callouts of surface temperatures
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Mark Bohlund @mbohlund.bsky.social · 24/06/2026
"Nationalisation can be made temporary via the Special Administration Regime, as MainFT set out last week. However, the better path may be to proceed immediately to full-fat nationalisation, for two reasons. " www.ft.com/content/2789... via @ft
ft.com
Nationalising Thames Water can be easier than it looks
The UK’s next PM faces some hard decisions. Bringing the failing utility into state ownership isn’t one of them
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Mark Bohlund @mbohlund.bsky.social · 24/06/2026
I don't think there are any basis for these claims but still not to be dismissed early as seems fairly widespread in the region. Others with more on the ground experience such as @ulflaessing.bsky.social in better place to verify. roape.net/2026/06/12/i...
roape.net
Is France funding terrorism in the Sahel? ROAPE |
In this blog, Jeffrie Quarsie invites us not to dismiss the claim that France is sustaining the Jihadist terrorist insurgency in the Sahel, which it once promised and failed to suppress. He points to ...
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Mark Bohlund @mbohlund.bsky.social · 14/06/2026
Something good coming at of Sudan for change. Naada is a great track and she is currently touring with Tinariwen at the moment. realworldrecords.com/news/emergin...
realworldrecords.com
Emerging Sudanese star Sulaf signs to Real World, releases 'Naada' - Real World Records
Sulaf will be the opening act on Tinariwen's European tour this April and May.
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Mark Bohlund @mbohlund.bsky.social · 06/06/2026
Great essay by Swedish historian Kristian Gerner who recently passed. engelsbergideas.com/essays/peter...
engelsbergideas.com
Peter the Great put Russia in a Swedish uniform
The Russian tsar's quest to westernise his country took inspiration from Swedish institutions while dismissing the notion of a literate civil society that animated and sustained them.
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Mark Bohlund @mbohlund.bsky.social · 02/06/2026
Hardly maverickian.❤️Espana "the fundamental rupture is between a view grounded in international law, state sovereignty and the UN Charter on the one hand, and “the law of the jungle” on the other — meaning “chaos, violence and war as a substitute for foreign policy”." www.ft.com/content/e895...
ft.com
Europe’s maverick? Spain defends its robust rejection of Trump policies
Standing up for international law should not alienate more cautious EU allies, says foreign minister José Manuel Albares
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Mark Bohlund @mbohlund.bsky.social · 01/06/2026
Moodys reduces #Mali Caa2 outlook to - "Grants have declined to 0.1% of GDP in 2025 from 3.3% in 2020, while external financing ffell from 3.1%of GDP in 2019 to 0.5% in 2025. Liquidity pressures are evidenced by payment arrears on external debt, albeit at low levels". www.moodys.com/research/Moo...
moodys.com
Moody's - credit ratings, research, and data for global capital markets
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Mark Bohlund @mbohlund.bsky.social · 31/05/2026
"Sky is exiting its TV news joint venture with the United Arab Emirates, Sky News Arabia, which has been criticised for its coverage of the war in #Sudan, with accusations of genocide denial." www.theguardian.com/business/202...
theguardian.com
Sky ends controversial news joint venture in United Arab Emirates
Sky News Arabia to retain name in brand licensing deal after criticism of its coverage of atrocities in Sudan
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Mark Bohlund @mbohlund.bsky.social · 27/05/2026
African coffee on offer @fcbcoffee #blackfriara
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Kevin Carey @kevincareywb.bsky.social · 23/05/2026
Argentina / IMF EFF 2nd review staff report. Sovereign Risk & Debt Sustainability Framework, public debt definition: "The BIS swap line (US$2.5 billion)—used to repay the activated portion of the US Treasury swap—has not been included in public debt, ..."
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Mark Bohlund @mbohlund.bsky.social · 22/05/2026
#Mozambique's FX reserves fall back sharoly to lowest level since November 2023 after early repayment to the IMF. Still scratching my head over that one.. Data from Banco de Mocambique via CEIC Data.
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Kevin Carey @kevincareywb.bsky.social · 20/05/2026
Angola / tender offer for the 2028 and 2029 notes with taps of the notes 2031 & 2037 going in parallel (indicative yields on the latter in below tweet) www.londonstockexchange.com/news-article...
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Mark Bohlund @mbohlund.bsky.social · 19/05/2026
"New evidence that suggests these sectors can generate real productivity and welfare gains, but their benefits are local and uneven. The challenge for policymakers is to make service-led growth more productive and inclusive while preserving opportunities in other sectors. " cepr.org/voxeu/column...
cepr.org
Skipping the factory: Service-led growth in sub-Saharan Africa
Across much of sub-Saharan Africa, growth is arriving without the factory boom that shaped earlier development miracles. Instead, workers are leaving farms for non-tradable consumer services. This col...
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Mark Bohlund @mbohlund.bsky.social · 18/05/2026
The 1805–06 Trafalgar crisis was triggered when Europe was cut off from Latin American silver, which served as the main form of international liquidity at the time. The resulting shortage of safe assets led to severe disruptions in banking, credit and trade across Europe. www.bis.org/publ/work134...
bis.org
The Trafalgar squeeze of global liquidity
The severity of financial crises is exacerbated by the lack of international liquidity or the absence of a global lender of last resort. This was evident during the Long Depression (1873-1896), the Gr...
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Justin Wolfers @justinwolfers.bsky.social · 10/05/2026
My latest @nytimes.com oped shows that the White House is dramatically understating the cost of the war in Iran. By my calculations—and I show my work—this war will cost the typical American family thousands, and it could cost them tens of thousands. Gift link: www.nytimes.com/2026/05/08/o...
nytimes.com
Opinion | Hegseth Says This War Has Cost $25 Billion. I Tallied Up the True Amount.
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Charles Onyango-Obbo @cobbo3.bsky.social · 09/05/2026
Eight Chadian opposition leaders arrested at the end of last month have been jailed for 8 years on Friday, the latest detentions of President Mahamat Idriss Deby's critics.
africanews.com
Chad sentences eight opposition leaders to prison and bans coalition | Africanews
Chad jails eight opposition leaders for eight years as Supreme Court dissolves anti-Deby coalition
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Mark Bohlund @mbohlund.bsky.social · 06/05/2026
Great interview and playlist. #Uganda theconversation.com/ugandas-bobi...
theconversation.com
Uganda’s Bobi Wine on the books (and songs) that shape his politics
He wanted to be a writer, but believes he’ll get his message across more easily through music.
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Mark Bohlund @mbohlund.bsky.social · 06/05/2026
Such a great piece. Thank you @hugh Kinsella www.theguardian.com/global-devel...
theguardian.com
Stitches in time: the artist chronicling the DRC’s blood-soaked history in tapestry
Using handmade needles and thread, Lucie Kamusekera has recorded the decades of conflict she has lived through in the Congo
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Mark Bohlund @mbohlund.bsky.social · 04/05/2026
The yields on #Senegal 3-year bonds in primary auction in the regional debt market rise above 8% for the first time in a long time despite small size, XOF 30bn ($53m), and the authorities rejecting more than a third of bids. WAEMU maturities peaking in June/July. www.umoatitres.org/wp-content/u...
umoatitres.org
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Mark Bohlund @mbohlund.bsky.social · 03/05/2026
"Nasdaq’s rule change primarily grants short-term liquidity flows that cushion those looking for an early exit. To many, stock exchanges and index funds are thought of as neutral arbiters. If rewritten rules benefit their biggest clients, this illusion is shattered" www.ft.com/content/ed08...
ft.com
New Nasdaq rules offer SpaceX free liquidity
Indexing methodology will provide a comfortable cushion for pre-IPO shareholders
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Mark Bohlund @mbohlund.bsky.social · 03/05/2026
Once destined for Dubai, Riyadh, Tehran and Doha, flowers grown by Ngari Mahihu on the slopes of Mount #Kenya are now fed to his sheep. “When my sheep break wind, it smells of roses,” he said, one of the more bizarre consequences of the US/Israeli decision to bomb Iran. www.ft.com/content/3b04...
ft.com
Donald Trump’s Iran war withers Kenya’s roses and strands its tea
Conflict has crushed Gulf markets and pushed up air freight and shipping costs
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Mark Bohlund @mbohlund.bsky.social · 02/05/2026
"In recent years, people with higher incomes have increased their spending more than those with lower incomes and the recent growth in retail spending has been mostly due to the high-income households, and this pattern extends within the top." libertystreeteconomics.newyorkfed.org/2026/05/trac...
libertystreeteconomics.newyorkfed.org
Tracking the K-Shaped Economy: Who’s Driving Spending? - Liberty Street Economics
A look at how recent consumer spending growth has been driven by high-income households, with consumption exhibiting a K-shaped economy since 2023.
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