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  "documentTitle": "May Macro Brief Consumer spending in flux",
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      "text": "Implications for corporates: Weakening consumer sentiment will limit companies' ability to pass on tariff-driven cost increases, squeezing margins and eroding competitiveness. Deflationary pressures in China could lead to lower export prices.",
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      "text": "Source: Haver Analytics, General Administration of Customs, China; China National Bureau of Statistics, Accenture Strategy analysis",
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