22 Mar 2024
Sign up to stay briefed on what the Chinese government is doing, thinking, and saying.
Trivium Co-founder Andrew Polk is visiting Beijing, so in this latest Flash Talk he checks in with Lead Economic Analyst Joe Peissel to discuss China's economic performance in the first two months of 2024.
The gents discuss:
The surge in China's supply-side activity
Sluggish growth in dem...
April 26, 2024
Late last year, China's central bank (PBoC) made high-level changes to the way it framed monetary policy. However, it hasn't been clear how those changes would filter through into the central bank's policy on credit and interest rates – until… Read More »
April 12, 2024
Earlier this week, Associate Director of Energy Research Cory Combs joined Trivium Co-founder Andrew Polk for a live flash talk to discuss China’s recent critical mineral export controls. The gents get into the details of China's long-term supply chain strategy… Read More »
April 12, 2024
After two weeks in China, Trivium Co-founder Andrew Polk is back in the US. In this latest Flash Talk, Andrew shares reflections from his trip with Head of China Markets Research Dinny McMahon, covering: The state of household confidence Foreign… Read More »