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

from The Trivium China Podcast · host Trivium China

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 ratesThe exchange rateFiscal spending

What this episode covers

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 sett...

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

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How long is this episode of The Trivium China Podcast?

This episode is 42 minutes long.

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This episode was published on December 5, 2024.

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