The ScopeGlobal Macro
2026-04-02 07:24 (CN)
THEME TIMELINE
Macro Policy and Growth Prospects
Trajectory (Development): Geopolitical shocks begin to transmit to real economy expectations, with policy responses from major economies becoming the focus.; China's 14th National People's Congress Fourth Session passes the '15th Five-Year Plan' outline, establishing the development framework for the next five years (China News Service). Key events: National People's Congress passes the 15th Five-Year Plan for National Economic and Social Development outline - China News Service; UK OBR releases March 2026 Economic and Fiscal Outlook independent report - HM Treasury Watch: Stagflation risks from geopolitical conflict are rising, testing the policy resolve of major central banks. Details of C
SOURCE COVERAGE

Source Coverage

Latest Update: 2026-03-13
Sources
8
Mainland
3
HK/Macau/Taiwan
0
Overseas
5
Official
3
Non-official
5
Aggregators
1
Original-reporting Preferred
7
Chinese
3
English
2
Reference Links
30
Countries / Regions: China / France / International / Qatar / Ukraine
Sample Sources
COVERAGE GAPS

Coverage Gaps

Rule-based observations derived from source mix only.
Coverage leans overseas
WARN
In this window, overseas sources = 5, mainland sources = 3.
2026-03-13
Open report
Updates
  • Trajectory (Development): Geopolitical shocks begin to transmit to real economy expectations, with policy responses from major economies becoming the focus.
  • China's 14th National People's Congress Fourth Session passes the '15th Five-Year Plan' outline, establishing the development framework for the next five years (China News Service).
  • UK Office for Budget Responsibility (OBR) releases independent Economic and Fiscal Outlook report, assessing fiscal conditions (HM Treasury).
  • Fuel shortages trigger queues and protests in many parts of the world, highlighting the direct impact of conflict on livelihoods and society (Al Jazeera).
Key Events
  • National People's Congress passes the 15th Five-Year Plan for National Economic and Social Development outline - China News Service
  • UK OBR releases March 2026 Economic and Fiscal Outlook independent report - HM Treasury
  • Global fuel shortages trigger queues and protests - Al Jazeera
Watch / Outlook
Stagflation risks from geopolitical conflict are rising, testing the policy resolve of major central banks. Details of China's '15th Five-Year Plan' will influence medium- to long-term asset allocation logic.
Linkage
Geopolitical conflict / Energy price surge / Rising global inflationary pressure / Constrained space for central bank easing policies
China's '15th Five-Year Plan' release / Adjustment of structural growth expectations / Repricing of related industries and assets
Sources
China News Service / Xinhua World / Xinhua Finance / France 24 #3 / France 24 #2 / Google News - World / Ukrinform / Al Jazeera Middle East
Reference Links