China’s Perspective on the Trade Ceasefire + 15th Five-Year Plan Breakdown

China’s 15th Five Year Plan is not yet released (Feb 2026) but the ‘draft notes’ following the fourth plenary session in October have been and time to speculate on what this means for the world 2nd largest (and by some measures, the largest) economy plans to do over the next 5 years. Excellent commentary from US analysts Andrew Polk, Kendra Schaefer and Dinny McMahon - worth 60 minutes of your time if you’re interested in the global macro.