Stephen Roach

Former Morgan Stanley Chief Economist Stephen Roach isn’t buying the US recovery. The economist, now a Senior Fellow at Yale University, talked to Bloomberg Television's "Surveillance" earlier today to discuss the US economy, as well as…

Ambrose Evans-Pritchard of the Telegraph had an interesting post out yesterday on demographic trends in China. He writes that the working-age population in China is now shrinking as China ages quickly, in part due to the one-child policy.…

Stephen Roach makes some good points in the Bloomberg Television interview from September 14th below. He talks mostly about China in a tete-a-tete with Gordon Chang later in the broadcast. Don't miss that. But on the US at the beginning of…

Stephen Roach knows that quantitative easing represents what got us into this mess. But the market is addicted to it like an addict wanting "crack". So, the Fed is going to give the addict what it wants because advocates of easy money are…

Stephen Roach says the Fed is going all in in support of QE and I agree. But what else are they going to do? Look at Europe, for example. The ECB there has a hydra-headed problem with sovereigns and banks on the brink of insolvency and they…

Stephen Roach told Bloomberg television earlier today that he does not expect the recession in Europe to be severe. Therefore, he believes the impact on other economies, particularly in Asia that depends on Europe for external demand for…

Here’s a good all-encompassing Bloomberg TV video with Morgan Stanley’s Stephen Roach from Friday. He is not impressed with the IMF plans that the Europeans are working on, calling the numbers “chump change”. Roach also talks about the US…

Europe has an enormous productive capacity, Greece included. Debt introduces a money distribution problem that becomes a flashpoint during periods of economic weakness because the inability of large debtors to pay imperils both the debtor,…

Here are a few excerpts from Stephen Roach’s latest at Project Syndicate.

Professor Professor Xiang Songzuo from the Centre for International Monetary Research at Renmin University in Beijing told the BBC yesterday there would definitely be retaliation if the US moves to sanctions against China. If this scenario…