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Roach: Chinese savings shift will have ‘enormous consequences for the US’

Katie Holliday, CNBC, 3/19/14 “American needs China to keep growing and buying Treasuries the way it use to do it, not the way it’s going to do it. China’s going to…

Why the U.S. needs to “break up” with China: Stephen Roach

Video first released on 2/14/14 “It started in a very innocent way … a little bit of mutual attraction,” says Stephen Roach “And then it becomes convenient to rely on…

U.S. Consumers in ‘Balance-Sheet Recession’: Roach

U.S. Consumers in ‘Balance-Sheet Recession’: Roach

Video first released on 2/7/14 “Companies hire when they expect demand to grow; you’re going to add people and capacity if you’re optimistic about the future. Demand is being constrained…

The US recovery has years to go: Stephen Roach

The US recovery has years to go: Stephen Roach

Stephen Roach, Project Syndicate, 1/27/14 Financial markets and the so-called Davos consensus are in broad agreement that something close to a classic cyclical revival may finally be at hand for…

Stephen Roach discusses the ongoing Chinese success story

Stephen Roach discusses the ongoing Chinese success story

Video first released on 11/11/13 I think they’re going to surprise everybody by moving aggressively. Consumption as a share of GDP is 35% – ours is double that. They’ve got…

China to ‘surprise’ on reforms: Stephen Roach

China to ‘surprise’ on reforms: Stephen Roach

Video first released on 9/11/13 “The strategy is clear. It’s [China] shifting the model from external to internal demand… and they’ve got to do things to achieve that goal,” he…

Stephen Roach: Global economy remains weak

Stephen Roach: Global economy remains weak

Video first released on 11/11/13 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…

China’s new growth model and its effect on the dollar: Stephen Roach

Video first released on 10/25/13 “China doesn’t buy US Treasuries out of kindness or benevolence, or even its aspirational views of the United States. It buys them because it’s a…