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March 22, 2006

China
Stephen Roach is well worth reading today

Roach has access to a slightly higher level of policy makers than either the author - or I suspect most of the readers - of this blog.   Particularly in China.   He didn't learn of Wen's crit…

January 31, 2007

United States
Roach on globalization and China

Stephen Roach made three arguments last Friday. I disagree with two of them, but agree with the third.  And the third is by far the most important.   But before getting to the point of agreement, the…

November 8, 2005

China
Stephen Roach gets it, the IMF does not …

Subtitle: some parts of the IMF might want to reread Keynes. China, as we have discussed, saves too much and consumes too little.  It consequently finances both its own (exceptionally rapid) industri…

June 3, 2005

Economics
If Roach says 3.5% and Gross says 3%, someone else has to say 2.5%

Roach and Gross could not stay among the most bullish on bonds for very long. From Marc Gilbert’s column today.Gabe Borenstein, managing director of global investments at Investec Holdings Ltd. in N…

February 7, 2018

Nuclear Weapons
Ian Dudley/Reuters U.S. Nuclear Weapons Modernization

U.S. strategic and tactical nuclear weapons on land, in the air, and at sea, will undergo costly and extensive modernization in the coming years.

July 21, 2015

China
China’s Market Plunge: Correction or Crisis?

The odds of an economic hard landing for China remain low, but continuing stock volatility could set back critical market reforms, says expert Stephen Roach.

January 19, 2018

Olympics
Lighting the Olympic Torch The Economics of Hosting the Olympic Games

The costs of hosting the Olympics have skyrocketed, while the economic benefits are far from clear. This has led to fewer states interested in playing host and a search for options to lighten the bur…

January 2, 2018

U.S. Foreign Policy
The Sovereignty Wars Teaching Notes The Sovereignty Wars

Teaching Notes for The Sovereignty Wars written by CFR Senior Fellow and Director Stewart M. Patrick.

October 21, 2009

United States
Avoiding a U.S.-China Trade Showdown

Morgan Stanley executive Stephen Roach says China’s undervalued currency is a "red herring" in the debate over global imbalances and that policymakers should instead focus on China’s social safety ne…

December 6, 2017

United States
Tax Reform and the Trade Balance Tax Reform and the Trade Balance

Warning: long, wonky, and not for the fainthearted. I try to assess how the international reforms will impact where firms book profits and thus the measured trade and income balance, not just the …