Joe Peissel
Head of China macroeconomic research at Trivium and guest on the episode providing detailed analysis of China's fixed asset investment trends and macro outlook.
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Nov 21, 2025 • 51min
Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking
In a deep dive, Joe Peissel, Head of China macroeconomic research at Trivium, sheds light on China's alarming drop in fixed asset investment and what it means for the economy heading into 2026. He reveals that a 23% plunge in real estate investment is significantly dragging down overall figures. The discussion touches on local governments diverting infrastructure funds, reshaping the landscape of economic growth. Joe also navigates the complexities of China's rule by law and its implications for governance and investment strategies.
Oct 24, 2025 • 1h 13min
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Joe Peissel, Lead Macroeconomic Analyst at Trivium China, shares insights on China’s fragile consumer confidence despite a GDP growth of 4.8%. He discusses the impacts of uneven recovery and declining housing markets on consumption. Sean Stein, President of the USCBC, navigates the complexities of U.S.-China business relationships amid volatility. He highlights how the fentanyl issue can foster trust and why firms still value the China market for its speed and innovation, even amidst regulatory challenges.
