Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election
After waiting over a month for a stimulus package from Beijing, we now know when to expect it – November 8, at the conclusion of a meeting by the legislature’s (NPC) standing committee. In this week’s...
1 Nov 202435min
Ep 4 - Trivium Markets - Q3 econ data breakdown
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 D...
25 Okt 202443min
Ep 3 - Trivium Markets - Stimulus disappointment
It’s been a busy couple of weeks for China’s regulators. In quick succession there have been press conferences hosted by the economic planner (NDRC), Ministry of Finance (MoF), and housing ministry (M...
18 Okt 202437min
Ep 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition
The big story out of Beijing this week has been fiscal stimulus: it didn’t materialize on Tuesday at the economic planner’s (NDRC) press conference, and now all eyes are on the finance ministry’s (MoF...
11 Okt 202436min
Ep 1 - Trivium Markets - Monetary support and the promise of fiscal stimulus - Trivium China Podcast
It’s been a BIG week for economic policy in China. On September 24, the central bank (PBoC) rolled out a range of monetary support measures to bolster the economy, boost share prices, and provide prop...
27 Sep 202444min
