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Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy

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Manage episode 455737017 series 3624714
Content provided by Trivium China. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trivium China or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

As the year draws to a close, it’s time for economic forecasts!

In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what they expect from China’s economy in 2025.

  • To do so, they dive into their expectations for the Central Economic Work Conference (CEWC), the annual year-end gathering of China’s top economic policymakers, expected to take place next week.

The gents discuss their predictions for what the CEWC will decide regarding key policy settings for 2025, including:

  • Interest rates
  • The exchange rate
  • Fiscal spending
  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 455737017 series 3624714
Content provided by Trivium China. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trivium China or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

As the year draws to a close, it’s time for economic forecasts!

In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what they expect from China’s economy in 2025.

  • To do so, they dive into their expectations for the Central Economic Work Conference (CEWC), the annual year-end gathering of China’s top economic policymakers, expected to take place next week.

The gents discuss their predictions for what the CEWC will decide regarding key policy settings for 2025, including:

  • Interest rates
  • The exchange rate
  • Fiscal spending
  continue reading

29 episodes

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