使用Player FM应用程序离线!
Ep 4 - Trivium Markets - Q3 econ data breakdown
Manage episode 455737022 series 3624714
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 stimulus
- What can we expect from monetary policy in the year ahead
11集单集
Manage episode 455737022 series 3624714
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 stimulus
- What can we expect from monetary policy in the year ahead
11集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。