
More recent developments

Podcast | China ramps up economic support + doubling down on exports
It's been a long time coming, but Beijing is finally ramping up economic support to counter the fallout from tariffs. In this week's podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the wave of monetary… Read More »

Podcast | On Protracted (Trade) War
In this week’s podcast, Trivium co-founders Andrew Polk and Trey McArver examine Beijing’s latest thinking on trade tensions with the US – as both sides settle in for a sustained confrontation. The two discuss: Whether Beijing has Trump’s number The… Read More »

Podcast | The tariffs “have become a joke” + rare earth controls
In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss: Friday’s pause in the tariff escalation China’s pointed efforts… Read More »