
Jeremy Stevens
Beijing-based China economist at Standard Bank Group with around 16 years' experience analyzing Chinese macroeconomic and trade dynamics, advising institutional clients.
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Mar 29, 2026 • 1h 2min
Ep 61 - A stress test at the worst possible moment
Jeremy Stevens, Beijing-based China economist at Standard Bank with 16 years' experience, and Joe Peissel, Trivium's lead macro analyst, unpack recent monthly macro data. They highlight where growth is fragile, why manufacturing and services are unevenly strong, how exports and Africa ties matter, and why the Iran conflict could become a serious stress test for China’s fragile recovery.


