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Joe Peissel
Lead macroeconomic analyst at Trivium China, providing data-driven commentary on Chinese macro indicators, consumption dynamics, and policy implications.
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Oct 24, 2025
• 1h 13min
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
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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.
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