Politburo Meeting: December 8, 2023
The Politburo met on Friday, December 8, to discuss economic policy, Party discipline and anti-corruption, and the Party's revised Regulations on Disciplinary Actions.
Third Plenum
Still no words from the Politburo on the Third Plenum.
The Politburo may not even have discussed the matter at the meeting. The meeting readout did not contain the line "[the Politburo] also considered other matters," indicating that only the topics reported in the readout were discussed. Most Politburo meeting readouts contain this line to suggest that some matters discussed were not made public.
It looks like the Third Plenum will be pushed to next year, most likely in late January or February after the Chinese New Year holiday period (February 9 to 15).
Note that Central Committee plenums usually don't overlap with the Chinese New Year period. The only exception was the Fourth Plenum of the Seventh Central Committee in 1954 (resulting in the downfall of Gao Gang and Rao Shushi).
A late-December Third Plenum is possible but highly unlikely, given the packed schedule.
For more on the upcoming Third Plenum, including how unusual it is to not hold the Third Plenum in October or November, and what it may tell us about:
Economic Policy
The Politburo meets every December to review the economic policy work of the past year and set the direction for the next year.
This sets the tone for the annual Central Economic Work Conference (中央经济工作会议), a gathering of China's top economic policymakers. This conference would confirm China's economic policy direction and priorities for the following year, in this case, 2024.
On the economic situation, the Politburo assesses that China's post-COVID economic "recovery is gathering speed" (回升向好).