Stephen Roach – X, Released on 8/27/24
Chip shortages led the inflation shock of 2021-23. With the US upping the ante on entity list sanctions and China responding with curbs on chips materials inputs, could we be moving into another phase of supply-driven impediments to disinflation? https://t.co/XADAcogtsB
— Stephen Roach (@SRoach_econ) August 27, 2024
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 Accidental Conflict: America, China, and the Clash of False Narratives. He publishes articles on his Substack which is named Conflict.