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Stephen Roach archives

12/17/2007 You Can Almost Hear It Pop
06/12/2007 Normalization: Act II
06/05/2007 The Shifting Mix of Global Saving
05/29/2007 Asia’s Policy Trap
05/15/2007 Denial on Protectionism
05/07/2007 Protectionism and Inflation
05/01/2007 Playing with Fire
04/23/2007 The Missing Link to Global Rebalancing
04/13/2007 Rosy Goes Global
04/10/2007 Spillovers versus Linkages
04/04/2007 The Ghost Stirs
03/27/2007 Asian Decoupling Unlikely
03/21/2007 Unstable, Unbalanced, Un...
03/09/2007 Green China?
02/27/2007 The World Drops Its Guard
02/16/2007 TIC Tock
02/12/2007 Spillover Risks
02/02/2007 Unprepared for Globalization
01/23/2007 Between the Lines
12/14/2006 From Globalization to Localization
12/11/2006 Global Lessons
12/04/2006 China Goes for Quality
11/28/2006 The End is Never the Same
11/22/2006 Two-Engine Slowdown
11/13/2006 The Teflon of Lyford
11/06/2006 Disconnects
10/30/2006 The Fallacy of Global Decoupling
10/23/2006 Labor versus Capital
10/16/2006 Flip-Flopping on Growth
10/06/2006 Global Stability and Imbalances
10/03/2006 First Japan, Now Germany
09/26/2006 Hitting a BRIC Wall?
09/18/2006 Commodities as an Asset Class
09/12/2006 Global Speed Trap
08/26/2006 Another Post-Bubble Shakeout
08/21/2006 Soft Landing Made in China?
08/15/2006 Not Much Fizz Left in the Global Economy
07/25/2006 Behind the Global Policy Curve
07/18/2006 Global Fault Lines
07/11/2006 An Open Letter to Ben Bernanke
07/05/2006 China's Great Contradiction Part II
06/30/2006 China's Great Contradiction Part I
06/27/2006 Venting Global Tensions
06/20/2006 Scale and the Chinese Policy Challenge
06/12/2006 Denial
06/05/2006 Stagflation Scare?
05/30/2006 The Risk Bubble
05/26/2006 The Last-Bear Syndrome
05/22/2006 Wake-Up Call for Central Banking
05/15/2006 Commodity Bubble
05/09/2006 Dollar Spin
04/28/2006 Rebalancing Legitimized!
04/19/2006 Oil and Bonds
04/10/2006 The Global Price Rule
04/08/2006 China and the Global Labor Arbitrage
03/31/2006 The Slippery Slope
03/23/2006 Inside the China Debate
03/17/2006 Perils of a New Globalization
03/13/2006 Tripwires
03/07/2006 New Game
02/28/2006 Open Macro, Closed Politics
02/22/2006 Open Macro
02/13/2006 Trade Deficits and Asset Bubbles
02/07/2006 The Battleground of Globalization
01/30/2006 The Handover Fallacy
01/24/2006 Between the Lines
01/20/2006 The Irony of Complacency
01/18/2006 The Global Delta, Part II
01/09/2006 The End of Labor
01/09/2006 The End of Labor
12/13/2005 The Global Capex Arbitrage
12/06/2005 China Slowdown -- Early Not Wrong
11/28/2005 The Case of the Missing Petro-Dollars
11/21/2005 Hardly a Flat World
11/15/2005 Elasticity or Complacency?
11/12/2005 Old Europe's Wake-up Call
11/07/2005 Asian Convergence
10/31/2005 Here Comes the Indian Consumer
10/22/2005 Wrong on the China Slowdown
10/07/2005 Transition Curse [Greenspan]
10/03/2005 Consumer Rebalancing
09/30/2005 Batonless
09/20/2005 Timing the Rebalancing Call
09/13/2005 Last Hurrah for Bonds
08/23/2005 Rebalancing Broadens Out
08/19/2005 A Global Inventory Pop?
08/15/2005 Beneath the Surface
07/29/2005 The Fallacy of International Comparisons
07/26/2005 China's Rebalancing Tactic
07/22/2005 An Awesome Move by China
07/19/2005 Inflation Convergence
07/15/2005 Inflation Phobia
07/12/2005 Resilience in a Vulnerable World
07/06/2005 What Global Saving Glut?
06/28/2005 The Endgame
06/24/2005 From Bubble to Bubble
06/20/2005 Squeezing Asia
06/13/2005 Re-Sequencing
06/06/2005 The New Macro of Globalization
06/01/2005 Rethinking Bonds
05/06/2005 China needs a new anchor
05/04/2005 Trapped
05/01/2005 Asia's Only Hope
04/26/2005 Original Sin
04/22/2005 How the Fed is doing China a Favor
04/19/2005 Tilt!
04/12/2005 The Danger Zone of Global Rebalancing
04/05/2005 The Big Squeeze
03/29/2005 The Fed and China
03/25/2005 The Test
03/19/2005 America smells the coffee
03/15/2005 The China disconnect
03/08/2005 Setback in India
02/28/2005 The Pendulum of Global Leadership
02/18/2005 Post-Bubble Pitfalls--Yet Another Lesson from Japan
02/15/2005 Close your eyes, hold your breath...
02/11/2005 China's Choice
02/08/2005 Confession Time
02/01/2005 Global: An Unprepared World
01/24/2005 MacroVision 2005: The Elastic World
01/19/2005 The Real Interest Rates Conundrum
01/14/2005 The Dollar can't do it alone
01/11/2005 The Sure-Thing Syndrome
01/07/2005 Game Over?
01/03/2005 The Lessons of 2004
12/20/2004 Looking to 2005: How to Fix the World
12/10/2004 Debating the Dollar
12/06/2004 Global rebalancing at work
12/03/2004 Bubble Day
11/29/2004 The World's Biggest Excess
11/22/2004 What happens if the dollar does not fall?
11/16/2004 The Armageddon Foil
11/09/2004 Rethinking the China Slowdown
11/01/2004 The Day after Tomorrow
10/25/2004 Cracked Facade
10/16/2004 Productivity Convergence?
10/09/2004 Canary in the Coal Mine
09/27/2004 The world economy is on a collision course
09/22/2004 When Politics Matter
09/18/2004 Productivity Endgame?
09/15/2004 The Corporate Paradox
09/11/2004 Spinning its wheels
09/09/2004 Rebalancing or Relapse?
08/30/2004 Hardly a Global Soft Patch
08/27/2004 The Great American Savings Grab
08/23/2004 The Funding of America
08/20/2004 Oil Shock Assessment
08/16/2004 Twin deficits at The Flashpoint?
08/09/2004 The Mythical Recovery
07/19/2004 The World's Biggest Hedge Fund
07/15/2004 Global Property Bubble? (Part I)
07/12/2004 Payback Time
06/28/2004 Disequilibrium Economics
06/14/2004 Global: Escape Act
06/10/2004 Global: First to Go?