26th May 21, 9:49am
Stephen Roach is getting that 1970s feeling from the Federal Reserve's sanguine view of recent price data
Stephen Roach is getting that 1970s feeling from the Federal Reserve's sanguine view of recent price data
25th Apr 21, 8:59am
Stephen Roach explains why he expected a double-dip US recession this year, and why that call now lies in tatters
Stephen Roach explains why he expected a double-dip US recession this year, and why that call now lies in tatters
24th Mar 21, 11:40am
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 hopes US President Joe Biden can muster the courage to renounce his predecessor's failed but popular approach to relations with China
23rd Feb 21, 12:18pm
Stephen Roach cautions that lasting scarring in face-to-face services will limit the rebound in consumption - and employment
Stephen Roach cautions that lasting scarring in face-to-face services will limit the rebound in consumption - and employment
21st Jan 21, 12:28pm
Stephen Roach interrogates the distinction between US-style cyber-libertarianism and Chinese-style digital surveillance
Stephen Roach interrogates the distinction between US-style cyber-libertarianism and Chinese-style digital surveillance
25th Nov 20, 12:27pm
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 points out that while a COVID-19 vaccine promises a spring of hope, a winter of despair is coming first for the US
26th Sep 20, 9:37am
Stephen Roach says that negative net domestic saving in the US and a soaring current-account deficit will weaken the greenback fast
Stephen Roach says that negative net domestic saving in the US and a soaring current-account deficit will weaken the greenback fast
26th Aug 20, 10:59am
Stephen Roach argues that the pandemic's continuing impact on consumer demand all but rules out a V-shaped recovery
Stephen Roach argues that the pandemic's continuing impact on consumer demand all but rules out a V-shaped recovery
23rd Jul 20, 11:36am
Stephen Roach explains why the newly approved EU rescue fund represents another nail in the coffin of US dollar hegemony
Stephen Roach explains why the newly approved EU rescue fund represents another nail in the coffin of US dollar hegemony
24th Jun 20, 8:50am
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 argues that further pressure on the US net savings rate will force a rapid and sharp devaluation of the American currency
20th May 20, 7:00am
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 and Weijan Shan say that the Trump Administration's smoking gun in its case against China's COVID-19 response fires blanks
28th Apr 20, 11:22am
Stephen Roach shows why both sides stand to lose from their failure to comprehend the stakes of a breakup
Stephen Roach shows why both sides stand to lose from their failure to comprehend the stakes of a breakup
22nd Mar 20, 8:38am
Stephen Roach thinks citing the policy response to the 2008 meltdown as precedent for today is a dangerous mistake
Stephen Roach thinks citing the policy response to the 2008 meltdown as precedent for today is a dangerous mistake
25th Feb 20, 9:45am
Stephen Roach suspects that the Covid-19 epidemic could be the shock that drives a wobbly global economy into recession
Stephen Roach suspects that the Covid-19 epidemic could be the shock that drives a wobbly global economy into recession
28th Jan 20, 9:56am
Stephen Roach points out the world economy came dangerously close to recession in 2019 - and its not out of the woods
Stephen Roach points out the world economy came dangerously close to recession in 2019 - and its not out of the woods
26th Nov 19, 9:57am
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
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
25th Sep 19, 6:30am
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
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
28th Aug 19, 10:33am
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
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
25th Jun 19, 1:13pm
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
28th May 19, 11:49am
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
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
