Goldman Sachs
June 18, 2026
China Economic Activity and Policy Tracker
Weekly UpdateEquitiesRates Govt BondsCommoditiesEnergyReal Estate
This weekly report provides an update on high-frequency indicators for China, covering consumption, mobility, production, investment, and recent policy announcements.
Key Takeaways
- 1.Domestic property transaction volumes in primary and secondary markets remain above year-ago levels, while secondary home prices continue to decline.
- 2.Energy pricing adjustments occurred on June 18 with domestic gasoline and diesel prices lowered due to declines in Brent prices.
- 3.Macro policy continues to focus on equipment upgrades, consumer goods trade-ins, and infrastructure project funding.
Table of Contents
- Consumption and mobility
- Production and investment
- Other macro activity
- Markets and policy
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Authors
Chelsea SongAndrew TiltonHui ShanLisheng Wang
Securities
USDCNY
Themes
Economic Activity MonitoringPolicy StimulationEnergy Price Transmission
Regions
Asia PacificChinaUnited States
