Thursday, September 22, 2011

[Video] Stephen Roach - U.S. Did Not Learn from Japan

Morgan Stanley's Stephen Roach, seen by some as a nearly perma bear, but by others as very realistic visited CNBC this morning, and offers his latest views on what is happening.  Essentially, as written in these pages a few years ago, the U.S. is going through a Japan-lite crisis.  Much of it due to Fed policy.  Half the discussion on that topic, and about half on China.

13 minute video - email readers will need to come to site to view

Here is a link to a follow up discussion on Europe - 4 minutes.

[Jun 7, 2011: Stephen Roach Revisits U.S. & China, Plus the Debt Connection]
[Jan 14, 2011: [Video] CNBC - Stephen Roach Talks U.S. & China]
[May 31, 2009: Stephen Roach on Asia - No Sail]

Disclaimer: The opinions listed on this blog are for educational purpose only. You should do your own research before making any decisions.
This blog, its affiliates, partners or authors are not responsible or liable for any misstatements and/or losses you might sustain from the content provided.

Copyright @2012