27th Apr 19, 9:43am
Washington has been loose with facts, analysis, and conclusions about China, and the American public has been far too gullible in its acceptance of this false narrative, says Stephen Roach. He wants objectivity and honesty in assigning blame
Washington has been loose with facts, analysis, and conclusions about China, and the American public has been far too gullible in its acceptance of this false narrative, says Stephen Roach. He wants objectivity and honesty in assigning blame
30th Mar 19, 10:53am
The days of 10% annual growth for the Chinese economy have ended, as was inevitable. But the real story is not the slowdown, but the shift in Chinese output from quantity to quality
The days of 10% annual growth for the Chinese economy have ended, as was inevitable. But the real story is not the slowdown, but the shift in Chinese output from quantity to quality
25th Feb 19, 10:41am
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
29th Jan 19, 10:05am
Stephen Roach warns that rising protectionism could spark a surprisingly swift deterioration in global economic conditions. The global trade cycle is facing major stress in 2019 and downward revisions have just begun
Stephen Roach warns that rising protectionism could spark a surprisingly swift deterioration in global economic conditions. The global trade cycle is facing major stress in 2019 and downward revisions have just begun
27th Dec 18, 9:02am
Stephen Roach congratulates the US Fed for the courage to commit to normalising interest rate. He says there is simply no other way to break the US economy's 20yr dependence on asset bubbles
Stephen Roach congratulates the US Fed for the courage to commit to normalising interest rate. He says there is simply no other way to break the US economy's 20yr dependence on asset bubbles
24th Nov 18, 12:56pm
Stephen Roach urges both countries' leaders to focus on four issues when they meet at the upcoming G20 summit. A real deal is unlikely but here is a checklist to judge any accord reached
Stephen Roach urges both countries' leaders to focus on four issues when they meet at the upcoming G20 summit. A real deal is unlikely but here is a checklist to judge any accord reached
23rd Oct 18, 9:50am
Stephen Roach points to global and domestic factors aligning to push up US prices faster than the Fed may expect, vexing everyone in an interconnected world
Stephen Roach points to global and domestic factors aligning to push up US prices faster than the Fed may expect, vexing everyone in an interconnected world
26th Sep 18, 11:37am
Stephen Roach notes that while China is changing, or at least attempting to do so, America remains stuck as a deficit saver with the need to draw on global surplus saving to support economic growth
Stephen Roach notes that while China is changing, or at least attempting to do so, America remains stuck as a deficit saver with the need to draw on global surplus saving to support economic growth
28th Aug 18, 9:57am
Stephen Roach says as China shifts to a consumption-based economy, it will become less willing to finance American deficits. A lack of savings will expose the US painfully just as its budget deficits explode
Stephen Roach says as China shifts to a consumption-based economy, it will become less willing to finance American deficits. A lack of savings will expose the US painfully just as its budget deficits explode
31st Jul 18, 9:01am
Stephen Roach spells out five lessons from a decade of quantitative easing policies by central banks
Stephen Roach spells out five lessons from a decade of quantitative easing policies by central banks
27th Jun 18, 2:00am
Stephen Roach thinks current US trade, tax and spending policies constitute a classic case of imperial overreach
Stephen Roach thinks current US trade, tax and spending policies constitute a classic case of imperial overreach
4th Jun 18, 1:14pm
Stephen Roach explains the political appeal of the Trump Administration's nonsensical approach to trade with China
Stephen Roach explains the political appeal of the Trump Administration's nonsensical approach to trade with China
26th Apr 18, 12:04pm
Has US Trade Representative Robert Lighthizer made an ironclad case against China in his so-called Section 301 report? Stephen Roach thinks not, calling it wide of the mark in key areas
Has US Trade Representative Robert Lighthizer made an ironclad case against China in his so-called Section 301 report? Stephen Roach thinks not, calling it wide of the mark in key areas
22nd Mar 18, 5:00am
Stephen Roach sees a China that knows what it has to do, and an America with a serious leadership deficit. Accountability for failure won't be able to be avoided
Stephen Roach sees a China that knows what it has to do, and an America with a serious leadership deficit. Accountability for failure won't be able to be avoided
28th Feb 18, 5:02am
Stephen Roach says look at the real nature of the US savings-short economy to understand why 'momentum' won't carry it far, and why a tariff wall won't help
Stephen Roach says look at the real nature of the US savings-short economy to understand why 'momentum' won't carry it far, and why a tariff wall won't help
28th Jan 18, 7:30am
Stephen Roach thinks trade wars are for losers and that Chinese retaliation against US trade sanctions will almost certainly cause America far more damage
Stephen Roach thinks trade wars are for losers and that Chinese retaliation against US trade sanctions will almost certainly cause America far more damage
16th Dec 17, 9:09am
Stephen Roach says the world is set up for the unwinding of three mega-trends: unconventional monetary policy, the real economy’s dependence on assets, and a potentially destabilizing global saving arbitrage
Stephen Roach says the world is set up for the unwinding of three mega-trends: unconventional monetary policy, the real economy’s dependence on assets, and a potentially destabilizing global saving arbitrage
