Macro Hive, Released on 8/18/20 Topics: 1. How poor public health investment has made the recession worse 2. Implications of the US’s diminished role on the global stage 3. Three reasons for the dollar’s coming decline 4. The problem with the lack of US savings 5. Why investment has been too low 6. The problem […]
CNBC, Released on 8/10/20 Yale University’s Stephen Roach joins “Squawk on the Street” to discuss rising tensions between the U.S. and China. 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 […]
Project Syndicate, Released on 7/22/20 Continue… 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 Unbalanced: The Codependency of America and China and […]
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 […]