Stephen Roach
Stephen Roach thinks financial markets are right to worry about China's economic prospects, but for the wrong reasons
28th Sep 21, 9:13am
19
Stephen Roach thinks financial markets are right to worry about China's economic prospects, but for the wrong reasons
Eric Schmidt explains why the world's democracies must come together to maintain leadership in the critical AI domain
31st Aug 21, 10:46am
Eric Schmidt explains why the world's democracies must come together to maintain leadership in the critical AI domain
Stephen Roach worries that the recent official crackdown on tech companies will strangle the Chinese economiy's most dynamic sector
28th Jul 21, 10:09am
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Stephen Roach worries that the recent official crackdown on tech companies will strangle the Chinese economiy's most dynamic sector
Stephen Roach is getting that 1970s feeling from the Federal Reserve's sanguine view of recent price data
26th May 21, 9:49am
27
Stephen Roach is getting that 1970s feeling from the Federal Reserve's sanguine view of recent price data
Stephen Roach explains why he expected a double-dip US recession this year, and why that call now lies in tatters
25th Apr 21, 8:59am
12
Stephen Roach explains why he expected a double-dip US recession this year, and why that call now lies in tatters
Stephen Roach hopes US President Joe Biden can muster the courage to renounce his predecessor's failed but popular approach to relations with China
24th Mar 21, 11:40am
11
Stephen Roach hopes US President Joe Biden can muster the courage to renounce his predecessor's failed but popular approach to relations with China
Stephen Roach cautions that lasting scarring in face-to-face services will limit the rebound in consumption - and employment
23rd Feb 21, 12:18pm
2
Stephen Roach cautions that lasting scarring in face-to-face services will limit the rebound in consumption - and employment
Stephen Roach interrogates the distinction between US-style cyber-libertarianism and Chinese-style digital surveillance
21st Jan 21, 12:28pm
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Stephen Roach interrogates the distinction between US-style cyber-libertarianism and Chinese-style digital surveillance
Stephen Roach explains why the negative impact on supply and demand will not end when the pandemic does
28th Dec 20, 7:59am
26
Stephen Roach explains why the negative impact on supply and demand will not end when the pandemic does
Stephen Roach points out that while a COVID-19 vaccine promises a spring of hope, a winter of despair is coming first for the US
25th Nov 20, 12:27pm
18
Stephen Roach points out that while a COVID-19 vaccine promises a spring of hope, a winter of despair is coming first for the US
Stephen Roach contrasts China's robust and self-sustaining economic recovery with America's continuing weakness
27th Oct 20, 9:33am
13
Stephen Roach contrasts China's robust and self-sustaining economic recovery with America's continuing weakness
Stephen Roach says that negative net domestic saving in the US and a soaring current-account deficit will weaken the greenback fast
26th Sep 20, 9:37am
39
Stephen Roach says that negative net domestic saving in the US and a soaring current-account deficit will weaken the greenback fast
Stephen Roach argues that the pandemic's continuing impact on consumer demand all but rules out a V-shaped recovery
26th Aug 20, 10:59am
3
Stephen Roach argues that the pandemic's continuing impact on consumer demand all but rules out a V-shaped recovery
Stephen Roach explains why the newly approved EU rescue fund represents another nail in the coffin of US dollar hegemony
23rd Jul 20, 11:36am
11
Stephen Roach explains why the newly approved EU rescue fund represents another nail in the coffin of US dollar hegemony
Stephen Roach argues that further pressure on the US net savings rate will force a rapid and sharp devaluation of the American currency
24th Jun 20, 8:50am
26
Stephen Roach argues that further pressure on the US net savings rate will force a rapid and sharp devaluation of the American currency
Stephen Roach and Weijan Shan say that the Trump Administration's smoking gun in its case against China's COVID-19 response fires blanks
20th May 20, 7:00am
24
Stephen Roach and Weijan Shan say that the Trump Administration's smoking gun in its case against China's COVID-19 response fires blanks
Stephen Roach shows why both sides stand to lose from their failure to comprehend the stakes of a breakup
28th Apr 20, 11:22am
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Stephen Roach shows why both sides stand to lose from their failure to comprehend the stakes of a breakup
Stephen Roach thinks citing the policy response to the 2008 meltdown as precedent for today is a dangerous mistake
22nd Mar 20, 8:38am
13
Stephen Roach thinks citing the policy response to the 2008 meltdown as precedent for today is a dangerous mistake
Stephen Roach suspects that the Covid-19 epidemic could be the shock that drives a wobbly global economy into recession
25th Feb 20, 9:45am
60
Stephen Roach suspects that the Covid-19 epidemic could be the shock that drives a wobbly global economy into recession
Stephen Roach points out the world economy came dangerously close to recession in 2019 - and its not out of the woods
28th Jan 20, 9:56am
8
Stephen Roach points out the world economy came dangerously close to recession in 2019 - and its not out of the woods
Stephen Roach argues that growing economic, financial, and monetary policy risks warrant concern about a major shock
27th Dec 19, 9:29am
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Stephen Roach argues that growing economic, financial, and monetary policy risks warrant concern about a major shock
Stephen Roach says trade truce or not, a protracted Cold War-like conflict between the United States and China has already begun. That should worry the US, which, unlike China, is devoid of a long-term strategic framework
26th Nov 19, 9:57am
11
Stephen Roach says trade truce or not, a protracted Cold War-like conflict between the United States and China has already begun. That should worry the US, which, unlike China, is devoid of a long-term strategic framework
The real problem with the phase one trade accord between the US and China is the basic structure of the deal into which it presumably fits. From trade to currency, the approach is the same – prescribing bilateral remedies for multilateral problems
28th Oct 19, 9:10am
4
The real problem with the phase one trade accord between the US and China is the basic structure of the deal into which it presumably fits. From trade to currency, the approach is the same – prescribing bilateral remedies for multilateral problems
Stephen Roach praises China's successful efforts to reduce the carbon intensity of its economic growth - despite its per capita output being barely more than one-third the level in the so-called advanced economies
25th Sep 19, 6:30am
23
Stephen Roach praises China's successful efforts to reduce the carbon intensity of its economic growth - despite its per capita output being barely more than one-third the level in the so-called advanced economies
The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them
28th Aug 19, 10:33am
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The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them