November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
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November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
Ep 41 - China's economy is strong and weak at the same time
The Trivium China Podcast
56 minutes
3 months ago
Ep 41 - China's economy is strong and weak at the same time
Tired of listening to the same old Trivium voices? Wishing for more variety in your podcast diet? Well, do we have a treat for you! In this week's podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, are joined by Gerard DiPippo, associate director at the RAND China Research Center and a senior researcher in RAND's D.C. office. Gerard is one of the sharpest minds out there when it comes to the global implications of what's happening in China's economy.The conve...
The Trivium China Podcast
November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
