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Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference
Manage episode 456388094 series 3624714
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In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China’s top economic policymakers – to hammer out the economic agenda for the year ahead.
In this podcast, our last for 2024, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what we learned from this year’s CEWC.
We didn’t have high hopes for the readout from the CEWC.
- The summary typically gives away very little.
But the document was a little meatier than usual this year.
Andrew and Dinny discuss:
- How authorities will try to boost consumption
- Fiscal and monetary policy plans for the year ahead
- Their thoughts on the leaked GDP growth and budget deficit targets for 2025
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