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

The Trivium China Podcast

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