What if China policy pivot to families and productivity steadies growth (good)?
A determined pivot to family support, urbanization reform and productivity investment steadies China's growth despite aging; firmer China growth lifts commodity demand and global risk appetite.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (electric blue) over time vs the market's (Polymarket, amber), from the past toward the 3–10 years horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. Loading the probability audit trail…
What it would mean
If this plays out, it is a risk-on shock. A determined pivot to family support, urbanization reform and productivity investment steadies China's growth despite aging; firmer China growth lifts commodity demand and global risk appetite. The trigger decomposes into signed root‑shocks — China growth ▲ · China stimulus ▲ · Global growth ▲ · Risk appetite ▲ — which propagate through our causal graph to the markets below.