About
Stephen Roach
Latest articles
Stephen Roach warns that the interplay between wars and tariffs is making a global recession increasingly likely
26th Jun 25, 11:07am
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Stephen Roach warns that the interplay between wars and tariffs is making a global recession increasingly likely
Stephen Roach thinks the US pursuing a global minimum tariff while also penalising China increases the risk of a global recession
30th May 25, 9:13am
Stephen Roach thinks the US pursuing a global minimum tariff while also penalising China increases the risk of a global recession
Stephen Roach thinks Trump's tariffs and attacks on the Fed will make it difficult for the world to sidestep recession
26th Apr 25, 12:17pm
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Stephen Roach thinks Trump's tariffs and attacks on the Fed will make it difficult for the world to sidestep recession
Stephen Roach likens Donald Trump's reversal of America's global leadership role to a full-blown crisis, similar to Covid-19
26th Mar 25, 10:02am
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Stephen Roach likens Donald Trump's reversal of America's global leadership role to a full-blown crisis, similar to Covid-19
Stephen Roach shows how the US president's policies could create the very problems he falsely claims to be confronting
2nd Mar 25, 2:00pm
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Stephen Roach shows how the US president's policies could create the very problems he falsely claims to be confronting
Stephen Roach points out that the new US 'External Revenue Service' would target their domestic importers, not foreign producers
25th Jan 25, 12:52pm
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Stephen Roach points out that the new US 'External Revenue Service' would target their domestic importers, not foreign producers
Stephen Roach wonders whether China's political system is at odds with the values underpinning affluent societies
21st Dec 24, 9:15am
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Stephen Roach wonders whether China's political system is at odds with the values underpinning affluent societies
Stephen Roach warns of misguided optimism about the state of China's economy and Donald Trump's tariff agenda
27th Nov 24, 12:23pm
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Stephen Roach warns of misguided optimism about the state of China's economy and Donald Trump's tariff agenda
Stephen Roach laments that facts - especially about China - are in short supply as the US presidential race tightens
29th Oct 24, 9:50am
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Stephen Roach laments that facts - especially about China - are in short supply as the US presidential race tightens
Stephen Roach reminds Western observers that the Chinese government's real priorities are very different from their own
15th Jul 24, 11:05am
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Stephen Roach reminds Western observers that the Chinese government's real priorities are very different from their own
Stephen Roach warns that America's tariffs against some Chinese goods raise the risk of a catastrophic superpower conflict
2nd Jun 24, 12:02pm
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Stephen Roach warns that America's tariffs against some Chinese goods raise the risk of a catastrophic superpower conflict
Stephen Roach explains why the Chinese authorities should switch to a consumption- and productivity-led growth model
25th Apr 24, 1:06pm
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Stephen Roach explains why the Chinese authorities should switch to a consumption- and productivity-led growth model
Stephen Roach bemoans the transformation of China's most important platform for open debate into a schooze-fest
14th Apr 24, 8:37am
Stephen Roach bemoans the transformation of China's most important platform for open debate into a schooze-fest
Stephen Roach warns that fear has drive US policymakers to level a litany of unsubstantiated charges against China
30th Mar 24, 9:19am
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Stephen Roach warns that fear has drive US policymakers to level a litany of unsubstantiated charges against China
Stephen Roach worries that irrational Sinophobia has become America's new bipartisan political orthodoxy
28th Feb 24, 12:09pm
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Stephen Roach worries that irrational Sinophobia has become America's new bipartisan political orthodoxy
Stephen Roach looks back on his 50 years of forecasting and finds that 'exceptional' crises have been the norm
24th Dec 23, 7:30am
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Stephen Roach looks back on his 50 years of forecasting and finds that 'exceptional' crises have been the norm
Stephen Roach explains why the US and Chinese presidents managed to make progress on the key issues they did in San Francisco
18th Nov 23, 10:29am
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Stephen Roach explains why the US and Chinese presidents managed to make progress on the key issues they did in San Francisco
Stephen Roach proposes three objectives to pursue at a possible meeting between the Chinese and US presidents in November
27th Oct 23, 12:27pm
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Stephen Roach proposes three objectives to pursue at a possible meeting between the Chinese and US presidents in November
Stephen Roach warns that short-termism will never be enough to offset the long-term benefits of strategic thinking
28th Sep 23, 10:06am
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Stephen Roach warns that short-termism will never be enough to offset the long-term benefits of strategic thinking
Stephen Roach argues that the Chinese government's muted stimulus is an attempt to wean itself off debt-intensive economic growth
25th Aug 23, 10:08am
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Stephen Roach argues that the Chinese government's muted stimulus is an attempt to wean itself off debt-intensive economic growth
Stephen Roach warns that targeted bilateral actions will not resolve, and could worsen, America's outsize trade deficit
29th Jul 23, 9:16am
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Stephen Roach warns that targeted bilateral actions will not resolve, and could worsen, America's outsize trade deficit
Stephen Roach warns that relying on a personalised approach to diplomacy will undermine efforts at conflict resolution
28th Jun 23, 2:08pm
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Stephen Roach warns that relying on a personalised approach to diplomacy will undermine efforts at conflict resolution
Stephen Roach thinks China is poorly positioned to capitalise on recent advances with large language AI models
25th May 23, 10:56am
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Stephen Roach thinks China is poorly positioned to capitalise on recent advances with large language AI models
Stephen Roach says the economic interests of saving-short America are tightly aligned with its outsize imbalances of trade and capital flows
26th Apr 23, 7:53am
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Stephen Roach says the economic interests of saving-short America are tightly aligned with its outsize imbalances of trade and capital flows
Stephen Roach thinks America's latest financial trouble will reinforce China's narrative of terminal national decline
25th Mar 23, 9:21am
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Stephen Roach thinks America's latest financial trouble will reinforce China's narrative of terminal national decline