4Q2022 Macro Outlook: No Course Correction
Back to Home
Economic Outlook

4Q2022 Macro Outlook: No Course Correction

Zero-COVID continues despite mounting economic pressure

October 20225 min readMacroPolo

As China enters the final quarter of 2022, the zero-COVID policy continues to exact a heavy toll on the economy. Despite growing economic costs, the leadership shows no signs of changing course ahead of the 20th Party Congress.

COVID Policy Impact

Rolling lockdowns and restrictions continue to disrupt economic activity. Consumer spending remains subdued, and business confidence is weak as companies face unpredictable disruptions.

Economic Indicators

  • GDP growth tracking well below the 5.5% target
  • Retail sales persistently weak
  • Property sector in deep downturn
  • Export growth slowing as global demand weakens

Originally published by MacroPolo, Paulson Institute