ET NOW, Released on 7/14/20 Most of us expected equity markets to retest the March lows, but markets have defied that rationale. Markets are drawing support from extraordinary injections of liquidity from the Central Bank but the markets were overvalued prior to the outbreak of the pandemic, so correction from higher levels has been seen. […]
Our Hong Kong Foundation, Released on 7/8/20 One hour webinar with Professor Stephen Roach… Stephen S. Roach, former Chairman of Morgan Stanley Asia and the firm’s chief economist, is a senior fellow at Yale University’s Jackson Institute of Global Affairs and a senior lecturer at Yale’s School of Management. He the author, most recently, of […]
Market Watch, Released on 6/23/20 “This massive shift to fiscal stimulus is going to blow out the national savings rates and the current-account deficit,” he told MarketWatch. Continue…
Bloomberg, Released on 6/17/20 “A dollar decline is inevitable,” says Stephen Roach, senior lecturer at Yale University, as he explains how a coming crash in the U.S. dollar will unfold. Stephen S. Roach, former Chairman of Morgan Stanley Asia and the firm’s chief economist, is a senior fellow at Yale University’s Jackson Institute of Global […]
CNBC, Released on 6/15/20 Fmr. Morgan Stanley Asia chairman Stephen Roach sees a historical shift unfolding as the nation’s budget deficit grows. Stephen S. Roach, former Chairman of Morgan Stanley Asia and the firm’s chief economist, is a senior fellow at Yale University’s Jackson Institute of Global Affairs and a senior lecturer at Yale’s School […]
Bloomberg Markets and Finance, Released on 5/22/20 Stephen Roach, senior lecturer at Yale School of Management and former chairman of Morgan Stanley Asia, talks about China’s deteriorating relationship with the U.S. because of the coronavirus and China’s push to introduce new security laws in Hong Kong. Stephen S. Roach, former Chairman of Morgan Stanley Asia […]
Bloomberg Markets and Finance, Released on 4/8/20 Yale University’s Stephen Roach examines what the world can learn from how China reopens its economy and the long-lasting effects of the coronavirus pandemic. Stephen S. Roach, former Chairman of Morgan Stanley Asia and the firm’s chief economist, is a senior fellow at Yale University’s Jackson Institute of […]
CNBC, Released on 3/30/20 “This is not your garden variety business cycle where a sharp downturn is followed by an equally sharp snapback. We can restart production, but can we really restart consumption with people still scared and unwilling to go out and socialize and spend? So, I think the recovery is going to be […]
