Friday, January 14, 2011

[Video] CNBC - Stephen Roach Talks U.S & China

Long time no listen to Stephen Roach, who used to be Morgan Stanley's point man in Asia.  As guest host, we have some extended interviews below - most I agree with, although the part of a 'global central bank coordination' thesis is out of bounds and scary.   Big picture, Roach says the Fed has learned nothing and only knows how to blow bubbles as a solution to everything, inflation is an issue overseas but outside of food and energy not in the U.S. and that despite property bubbles in China, he thinks the country will manage to transform itself from the current export laden structure to self sufficient internal demand over the long run.

2 videos - email subscribers will need to come to website to view

12 minutes

6 minutes

[May 31, 2009: Stephen Roach on Asia - No Sail]

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