Ep 4 - Trivium Markets - Q3 econ data breakdown

from The Trivium China Podcast · host Trivium China

The economic print for the third quarter of 2024 was pretty bad.But even among all the grey clouds, there were some silver linings in the numbers.In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, walk through the good and the bad of China’s most recent macro data.They then discuss a recent essay by Liu Yuanchun, China’s most influential economic advisor, about the rationale behind recent support measures, and why the support amounts to more than just stimulus.The gents also discuss:Why it’s taken Beijing so long to commit to providing stimulusWhat can we expect from monetary policy in the year ahead

What this episode covers

The economic print for the third quarter of 2024 was pretty bad. But even among all the grey clouds, there were some silver linings in the numbers.In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, walk through the good and the bad of China’s most recent macro data. They then discuss a recent essay by Liu Yuanchun, China’s most influential economic advisor, about the rationale behind recent support measures, and why the support amounts to more t...

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Ep 4 - Trivium Markets - Q3 econ data breakdown

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This episode is 43 minutes long.

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This episode was published on October 25, 2024.

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