Will the World Finally Demand a Premium for Feeding Its Savings to the US? Expect a 35% Dollar Plunge If It Does "That was then. In COVID time, there is no conventional wisdom. Pandemic time runs at warp speed" Stephen S. Roach 6 Jul 20 738 0
Goodbye Petrodollar Walking on Thin Ice: Can America’s “Exorbitant Privilege” and King Dollar Survive a 17.9% Budget Deficit? Unless the world is willing to fund a $4 trillion deficit (it isn't) it portends a crash in dollar's value that may pull the rug under from its hegemony Stephen S. Roach 18 Jun 20 881 2
Our Benevolent Empire The Fable of the Chinese Whistleblower The MSM and Trump admin are making a martyr out of a panic-spreading eye doctor — and have their facts wrong Stephen S. Roach 19 May 20 688 3
We’ve Seen the End of the US-China Relationship. The Rift Is Now Total Virus blame game finished what Trump's trade war had started Stephen S. Roach 2 May 20 2799 37
Bubblegeddon Draconian COVID-19 Countermeasures Have Brought China to an Economic Standstill. The Entire World Will Be Affected The pin that bursts the global bubble economy that is already at its weakest since 2009? Stephen S. Roach 25 Feb 20 1036 2
Trade War Joys How Will the World Look After the US-China Trade War? Even a full decoupling from China would merely shift the trade deficit to other countries Stephen S. Roach 28 Nov 19 847 2
Our Benevolent Empire Japan Then, China Now: US Has a History of Scapegoating Others for Its Own Economic Self-Destruction Americans are no longer competitive because they do not save — And that's no fault of the Chinese Stephen S. Roach 29 May 19 1174 4
No More 10% Growth for China, But Is 6%(!) so Bad? 6% would be a miracle aynwhere in the West, but it's a 'crisis' in China? Stephen S. Roach 1 Apr 19 278 3