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Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy
Manage episode 455737017 series 3624714
Innehåll tillhandahållet av Trivium China. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Trivium China eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/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
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