Ep 29 - Consumer upswings + geopolitical downswings

The Trivium China Podcast
20/06/2025 37 min
Ep 29 - Consumer upswings + geopolitical downswings

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Episode Synopsis

In this week’s Trivium China podcast, host Andrew Polk is joined by colleagues Ether Yin (Trivium’s head of policy research) and Joe Mazur (Trivium’s head of geopolitical research) – who all got together in Beijing. The three discuss a variety of topics including:China’s improving consumer dataThe current vibes in Beijing, as tourists flock inThe latest on US-China trade talksThe latest on EU-China trade talksHow China issues played into the G7 meetings in CanadaCome for the macro-econ data, stay for the geopolitical hot takes!

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Ep 50 - Breaking down the Central Economic Work Conference 13/12/2025
Ep 49 - I say overcapacity, you say involution, let’s call the whole thing off 06/12/2025
Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking 21/11/2025
Ep 47 - China Shock 2.0: the trade implications of China’s new economic growth model 15/11/2025
Ep 46 - What China really agreed to on rare earths + assessing US capability to end reliance on China 08/11/2025
Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown 31/10/2025
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility 24/10/2025
Ep 43 - Volatility and fragility: US and China seek path back to negotiating table 18/10/2025
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