China Central Economic Work Conference 2026 (dates TBC)
Why it matters
The closed-door conference where the Politburo sets China’s macro-economic policy priorities for the coming year — the readout signals stimulus, property, and industrial-policy direction that shapes EU export demand and overcapacity pressure.
What to watch
- Exact dates announced only days ahead (typically mid-December).
- Stimulus, fiscal-deficit and consumption-vs-investment signals in the readout.
- Any shift on overcapacity/exports relevant to EU trade defence.
Sources
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