Bloomberg: Bloomberg Markets Asia
2/21/2024 2:55am
... that was stephen roach, senior fellow at yale law school. quick check on markets as we had with the session today, the big move coming in the hong kong tech space because that is up around 3% at this point today, ...
Bloomberg: Bloomberg Surveillance
8/30/2023 12:37pm
... so things are cooling off a bit but not cold. tom: the hallmark of morgan stanley economics was invented by stephen roach and richard berner. what is the point of conversation around the desk at morgan stanley? ...
Bloomberg: Bloomberg Daybreak Asia
8/2/2023 0:43am
... -- deflection of responsibility versus addressing a more serious issue at home. thank you so much for your time today, stephen roach, senior fellow at yale law school. ...
Bloomberg: Bloomberg Daybreak Asia
8/2/2023 0:33am
... stephen roach, we appreciate your time. the weakness we are seeing in the shorter term, how much does it play into the broader restructuring, the slower new normal, the demographics you talk about for china? because we know that even ...
Bloomberg: Bloomberg Surveillance
5/10/2023 12:54pm
... and it didn't work out for them, so the fed's monetary policy did contribute to the problems we see in the banking sector. tom: this harkens back to stephen roach screaming about a new fed with a new mandate in a modern economy and whether it ...
Bloomberg: Bloomberg Surveillance
5/10/2023 12:52pm
... inflammatory but shocking to a lot of people, and i will suggest that bill dudley, like stephen roach, you people are looking for a new fed mandate around fed stability. financial stability. are you advocating a three-part ...
Bloomberg: Bloomberg Surveillance
3/15/2023 12:35pm
... experience. it is interesting that michael mckee is here. what was it 15 years yesterday to bear stearns? that is the most difficult thing here. i would guess seven or 8 years. also draining as is stephen ...
Bloomberg: Bloomberg Daybreak Europe
1/13/2023 6:02am
... head. stephen roach says we are underpricing once the fed hikes, we will have to hold there for a heck of a long time. how are your equities? dani: not the greatest start to the morning. s&p 500 futures, those are down ...
Bloomberg: Bloomberg Markets Asia
1/13/2023 3:13am
... morgan stanley conference and we will hear from stephen roach, yelled professor. -- yale professor. this is bloomberg. the first time you made a sale online was also the ...
Bloomberg: Bloomberg Markets Asia
1/13/2023 2:27am
... turned. thanks so much for your time and have you live in person. we have stephen roach coming up in an hour. rishaad: thanks for that. stephen engle with vincent chui at morgan stanley. ...
Bloomberg: Bloomberg Surveillance
1/5/2023 1:34pm
... jeffries. a great lineup. tom: we are honored to give you the chief global economist at global stanley, they have a heritage defined by stephen ...
Bloomberg: Bloomberg Daybreak Asia
12/6/2022 0:20am
... offshore, low cost production platforms. shery: yell university professor stephen roach speaking with bloomberg's tom keene. you can get a roundup of all the stories that you need to know to get your day going in today's addition of daybreak, bloomberg subscribers go to dayb
. ...
Bloomberg: Bloomberg Daybreak Asia
12/6/2022 0:18am
... beyond china for alternatives like singapore and india according to yell university professor and former mortar stanley asia chairman stephen roach who says china does not have a monopoly on the region. singapore has benefited a lot from the shifts that have ...
Bloomberg: Bloomberg Surveillance
12/5/2022 1:56pm
... economies, the two superpowers need a more constructive framework of engagement. i propose that in the book with a very optimistic chapter on this new plan. tom: we will have to leave it there. stephen roach, congratulations ...
Bloomberg: Bloomberg Surveillance
12/5/2022 1:53pm
... tom: stephen roach, what is the approach for multinational americans led by apple in china? dr. roach: tim cook has been leading the way in reevaluating ...
Bloomberg: Bloomberg Surveillance
12/5/2022 1:48pm
... on this issue. tom: stephen roach, sir howard davies says your book is a way to a new framework, a new discussion of both parties. we need goodwill among the ...
Bloomberg: Bloomberg Surveillance
12/5/2022 1:42pm
... stephen roach with me next. this is bloomberg. lisa: hopefully mr. farrow will be back! ...
Bloomberg: Bloomberg Surveillance
12/5/2022 1:36pm
... -- tom: i'm going to move to the 9:00 hour looking at different things with stephen roach. i went to start with him with the wage spiral. defined what a wage spiral is. ...
Bloomberg: Bloomberg Daybreak Asia
12/2/2022 0:18am
... charlotte: stephen roach says the relationship is in serious trouble and he is worried about further escalation of tensions and less washington works seriously enough to get it, finding a solution to the conflict and new ways of ...
Bloomberg: Bloomberg Surveillance
12/1/2022 1:11pm
... a massive team effort at morgan stanley. tom: i give stephen roach the credit in the world for this. they argue like no other firm. it is part of the culture. you have an opinion, you state it and you are allowed to ...
Bloomberg: Bloomberg Surveillance
11/23/2022 1:07pm
... later trying to be more bullish. tom: this is a question for global wall street, with great respect for your shop and the legacy of stephen roach. you fight visibly like cats and dogs. ...
Bloomberg: Bloomberg Surveillance
8/15/2022 11:49am
... or vice versa, stephen roach there on the latest. futures are down half of 1%. yields are not changed and crude takes another leg lower. ...
Bloomberg: Bloomberg Surveillance
8/12/2022 10:40am
... tom: stephen roach, wonderful to catch up to you. yale law school and formerly of morgan stanley. lisa, i cannot say how alone stephen roach was 20 years ago in saying this is a fed policy ...
Bloomberg: Bloomberg Surveillance
8/12/2022 10:31am
... monday? kailey leinz with the short straw and joins us today. right now as usually anticipated for november book. when stephen roach writes a book on china, it has a focus and ...
Bloomberg: Bloomberg Markets Asia
5/31/2022 2:24am
... partnership with a pariah state. the russian federation. thank you so much for joining us, always a pleasure. stephen roach, we have a lot more on the way on bloomberg ...
Bloomberg: Bloomberg Markets Asia
5/31/2022 2:16am
... are domestically unsustainable and internationally a bear or sing -- embarrassing. stephen roach with the upcoming book on upcoming china u.s. ...
Bloomberg: Bloomberg Surveillance
4/20/2022 10:31am
... that is for the next several months. tom: we'll have to see what it is. ems given a move on weaker yen. let's jump to stephen roach at that yale university and jackson ...
Bloomberg: Bloomberg Surveillance
3/4/2022 11:12am
... -- 8%. pretty brutal for european banks. tom: this is old world analysis. even the great stephen roach does this. you go to the balance sheet analysis. we cannot do that with russia ...
Bloomberg: Bloomberg Daybreak Europe
1/28/2022 6:02am
... anaphylactic shock, recovers and drops again. stephen roach encapsulates it beautifully from morgan stanley. former morgan stanley economist. the fed is so far behind that it ...
Bloomberg: Bloomberg Surveillance
1/12/2022 11:39am
... jon: stephen roach, great to catch up as alzheimer's at yale university. a difficult economy to forecast and call, tom. this cycle is moving exceptionally fast. tom: i wish they were more like steve roach, as lisa mentions, ...
Bloomberg: Bloomberg Surveillance
11/15/2021 11:32am
... an economist showed up at morgan stanley and his name was stephen roach. he codified these morgan stanley method. we argue about it out in public, and i am always respecting that ...
Bloomberg: Bloomberg Surveillance
10/21/2021 11:32am
... but a broader pacific rim. with all of your research, all of the work that stephen roach set up for your shop, can it be asia to the growth rescue? seth: i think there are two parts to that question. ...
Bloomberg: Bloomberg Surveillance
9/21/2021 12:34pm
... that could be done better. by and large, it is the same, just more of it. tom: stephen roach of yellow ...
Bloomberg: Bloomberg Surveillance
8/12/2021 12:13pm
... i'm sorry, dr. roach had an acclaimed, very stark essay where he said not only was i wrong, but he said i have never been more wrong in my life. i thought stephen roach nailed it, how somata people got wrong ...
Bloomberg: Bloomberg Surveillance
8/12/2021 12:13pm
... seemed ridiculous at the time. and here we are, all-time highs. tom: the shorts have been silenced. i will go back to stephen roach of yale university, and of course, someone who changed how we do economics in america, and ...
Bloomberg: Bloomberg Surveillance
6/10/2021 12:12pm
... the sidelines, and a lot of those folks turned out to be wrong. tom: we say with great respect, stephen roach writing a number of days ago he has never been more wrong than the recovery of this giant pandemic bull market. stay with us. the dow, 44383. ...
Bloomberg: Bloomberg Surveillance
4/6/2021 10:11am
... downward pressure on the dollar. it is not working now, but i suspect it will work as we move through the year. tom: thank you so much. stephen roach helping to invent ...
Bloomberg: Bloomberg Surveillance
4/6/2021 10:05am
... his book, the next asia, set the tone for issues on china. he followed that up with an important book on the dysfunction in china. it is a new dysfunction. stephen roach, tell me about the ...
Bloomberg: Bloomberg Surveillance
4/6/2021 10:05am
... market -- a tepid oil price pushing up against the equity market. we have a wonderful set of conversations, including an important interview on covid. right now and to focus on china with stephen roach. ...
Bloomberg: Bloomberg Surveillance
4/6/2021 10:00am
... beijing, we have stephen roach as tensions between america and china. lisa: tension between the china of old and china of new and the dueling narrative about the u.s. versus china and china versus china as they try to make a more ...
Bloomberg: Bloomberg Surveillance
2/23/2021 1:34pm
... take for people to go back to some of the services heavy activities they used to do. how much this latent fear will be in the population. this is stump -- this is something stephen roach talked about where he was saying we will not see the boom in ...
Bloomberg: Bloomberg Surveillance
2/19/2021 11:31am
... measure it. what is invent -- important is what stephen roach invented, which is that everybody else feeds off everyone else's research. your secret is matthew harrison, ...
Bloomberg: Bloomberg Surveillance
1/7/2021 10:59am
... ian bremmer will join us. as well, stephen roach will join us with an aggressive call on a weak dollar. this is bloomberg. and an was a late night ...
Bloomberg: Bloomberg Surveillance
11/20/2020 12:53pm
... dollar is going to we going forward. it may not be a dramatic weakening. some houses on the street are talking about it when he percent decline in the value of the dollar index -- tom: i don't mean to interrupt, but why is stephen roach wrong? thierry: because there's certain ...
Bloomberg: Bloomberg Surveillance
10/29/2020 11:39am
... preeminence as the dominant currency in the world. it was the singular head yesterday and has continued to beat. it is this irony of 2020. jonathan: i don't even know it is ironic. i think of the likes of stephen roach putting out the same story over and over again. ...
Bloomberg: Bloomberg Surveillance
10/16/2020 12:34pm
... understanding that each house has its own character. the legacy of morgan stanley is stephen roach clearly modernizing modern economics through the digital. the idea of actually publishing on retail sales the moment it was done, it was a miracle 15 ...
Bloomberg: Bloomberg Surveillance
10/7/2020 9:56am
... president and with all that is going on, that will be most interesting. before that, stephen roach joins with yale university. he has created a firestorm looking at the trade deficit, looking at the capital flows of america and significantly ...
Bloomberg: Bloomberg Markets European Open
8/19/2020 7:16am
... about the dollar as a haven, it proved to be one once again. i am mindful of that. i was reading stephen roach's peace talking about a 35% drop in the dollar versus a basket of ...
Bloomberg: Bloomberg Surveillance
8/18/2020 9:56am
... to talk to stephen roach about china. and dr. stephen roach, talking about the dynamics of the economy we are in on the income statement and on the balance sheet of the world. for anotherwith us ...
Bloomberg: Bloomberg Surveillance
8/18/2020 9:20am
... i totally agree that the balance sheet dynamic is very important. a reason to speak with stephen roach, and we will do that later on surveillance. it has been way too long on commodities. and yes, with oil at $45 a barrel. ...
Bloomberg: Bloomberg Surveillance
8/18/2020 9:08am
... the vaccine hope is important in keeping the market going right now. but that is one month to three months. growth and liquidities have to be reassessed. tom: this is so important, folks. stephen roach from yale ...
Bloomberg: Bloomberg Surveillance
6/30/2020 12:36pm
... i want everything relative to europe and the americas. i'm wondering, there has been this idea floated in part by stephen roach who has come out and said the u.s. is going to friend a lot of money, the dollar is going to get debased ...
Bloomberg: Bloomberg Markets Americas
6/18/2020 5:24pm
... eichengreen to talk about the dollar and currencies. hasously, stephen roach been calling for a weaker dollar for a long time. i'm curious what you think the stability of global currencies are right now? the zimbabwe government giving ...
Bloomberg: Bloomberg Markets Americas
6/18/2020 5:23pm
... and the pandemic. this is bloomberg. vonnie: this is bloomberg markets. i'm vonnie quinn. the reign of the dollar may be coming to an end, according to stephen roach that young university. ...
Bloomberg: Bloomberg Surveillance
6/17/2020 11:00am
... on the others, signs of an outbreak in beijing, china. tom: there's no question on international relations. it is tangible. we just spoke with stephen roach, an expert on the fabric of china, from shanghai all the ...
Bloomberg: Bloomberg Surveillance
6/17/2020 11:00am
... international relations. it is tangible. we just spoke with stephen roach, an ...
Bloomberg: Bloomberg Surveillance
6/17/2020 10:41am
... leading nation has ever devalued its way to sustained prosperity.' stephen roach, could it be that big of a dollar move, were removed from depreciation to consideration of devaluation? ...
Bloomberg: Bloomberg Surveillance
6/17/2020 10:40am
... good morning everyone in london and new york. thank you for being with us. a good conversation with dr. stephen roach of yale university. we have been talking about china, but right now on a spectacular essay that was classic roach, going back to a ...
Bloomberg: Bloomberg Surveillance
6/17/2020 10:39am
... well. we will come back stephen roach because he wrote an essay on bloomberg opinion on the dollars. we will talk to stephen roach about that, as all. please stay with us. worldwide, from coast-to-coast, this is bloomberg. bloomberg's 'surveillance.' ...
Bloomberg: Bloomberg Surveillance
6/17/2020 10:37am
... tom: absolutely fascinating. what we are going to do, wonderful to have stephen roach with us with yale university, and of course a legacy with the ale and china studies, as well. -- with aaon china studies, as ...
Bloomberg: Bloomberg Surveillance
6/17/2020 10:32am
... he is also author of 'unbalanced: the codependency of america and china.' stephen roach, thank you for joining us. when you look at the clash between india and china, we don't fully understand set it off, but does it change your outlook on chinese foreign ...
Bloomberg: Bloomberg Surveillance
6/17/2020 10:31am
... incident between china and india occurred in more than 40 years. a spokesperson said there were casualties on both sides. let's get the stephen roach, a great student of china, a yale university senior lecturer. ...
Bloomberg: Bloomberg Surveillance
6/17/2020 10:29am
... 10 year bonds since 2014. and stephen roach is coming up. 'bloomberg surveillance.'. francine: -- with first word news, the ...
Bloomberg: Bloomberg Markets European Open
6/15/2020 6:21am
... about on this point. anna was pointing out that the bloomberg dollar index was rising again today and i saw a number of calls, fresh calls from morgan family, repeated opinion piece from stephen roach on the bloomberg saying they ...
Bloomberg: Bloomberg Markets European Open
6/15/2020 6:04am
... adjusting to see the dollar index down, dollar index up today in the face of so many new calls, fresh calls for dollar weakness as the safe haven trade unwinds or that was and remains the case for people like stephen roach. ...
Bloomberg: Bloomberg Daybreak Europe
6/15/2020 5:11am
... stop imbuing your own qualities onto the dollar. manus: i am not imbuing anybody's qualities. i am just quoting stephen roach. no leading nation ever revalued ...
Bloomberg: Bloomberg Daybreak Europe
6/15/2020 5:10am
... talking about a variety of people who lambasted the dollar. stephen roach was one of them. people coming out of the woodwork to lambaste him. you could say it is powell who ...
Bloomberg: Bloomberg Markets European Close
6/10/2020 3:47pm
... the dollar? stephen roach had a great bloomberg opinion article talking about the era of the dollars privilege as the world's reserve currency is coming to the end as we look more inward. we will get rid of that american exceptionalism theme in the ...
Bloomberg: Bloomberg Markets Americas
5/22/2020 5:16pm
... decision that what they see as the turbulence in hong kong outweighs any such concerns. onnie: we had stephen roach this morning, talking about a major rupture in the u.s. china ...
Bloomberg: Bloomberg Markets Americas
5/22/2020 2:18pm
... thank you very much for your time today. that is stephen roach. coming up, we are live in hong kong. this is bloomberg. financialas the market reaction to those ...
Bloomberg: Bloomberg Markets Americas
5/22/2020 2:02pm
... national security legislation. for more on what carrie lam is saying and what exactly is going on in china, let's get to our first guest, stephen roach. how do you view the most recent developments out of china? is it something that the market will price in? ...
Bloomberg: Bloomberg Surveillance
4/8/2020 10:20am
... elevated debt burden for longer than we would like to think. tom: stephen roach, thank you so much, with yale university. ...
Bloomberg: Bloomberg Surveillance
4/8/2020 10:18am
... right now, something to think about over the medium-term. tom: stephen roach, i look at what is going on in washington. ...
Bloomberg: Bloomberg Surveillance
4/8/2020 10:12am
... tom keene in new york, guy johnson in london. stephen roach with morgan say he, many would invented modern market economics. ...
Bloomberg: Bloomberg Surveillance
4/8/2020 10:12am
... asset management. up, stephen roach, former morgan stanley chief economist. this is bloomberg. tom: good morning, everyone, bloomberg's 'surveillance.' i am ...
Bloomberg: Bloomberg Surveillance
4/8/2020 9:56am
... smith, 59 years old tomorrow. a most interesting our. -- hour. stephen roach will be one of our guests and a time of great ...
Bloomberg: Bloomberg Surveillance
4/8/2020 9:21am
... with tv, and particularly for terminal users, tv
is a great way to see conversations like with professor mariana mazzucato. stick with us today. we speak with stephen roach. ...
Bloomberg: Bloomberg Surveillance
4/8/2020 9:13am
... with mariana mazzucato, and on the central bank, the idea of disinflation, deflation, and that worry of inflation, stephen roach will join us later today. stephen roach, formerly of morgan stanley, now with el university. ...
Bloomberg: Bloomberg Markets Americas
1/30/2020 6:47pm
... r&d, saving, and innovation in this next generation of infrastructure? it is easy to blame china for our own shortcomings but it is time for us to look into the mirror. amanda: that was yale senior lecturer stephen roach. shery: coming up, could amazon's ...
Bloomberg: Bloomberg Markets Americas
1/30/2020 6:44pm
... markets. i am shery ahn in new york. amanda: and i am amanda langan toronto. the phase i one trade deal between the u.s. and china has brightened the picture, but what lies ahead? i spoke with stephen roach, ...
Bloomberg: Bloomberg Surveillance
11/29/2019 10:31am
... year. chart of the year is on the trade war and we will repeat it. this is a chart of half a century, a less consuming america. in q2 stephen roach. ...
Bloomberg: Bloomberg Surveillance
11/12/2019 9:46am
... your point of fiscal stimulus, my chart of the year last year. trying to get out front of whatever the debate is the year ahead. the twin deficits. stephen roach of morgan stanley, now at yale, making good effect of this. between deficit as a first and ...
Bloomberg: Bloomberg Markets European Close
8/23/2019 3:40pm
... further. vonnie: as if markets cannot be rattled further. the nasdaq down 2%. stephen roach, i want to come back to you. europe, butn is in not at the g7. ...
Bloomberg: Bloomberg Markets European Close
8/23/2019 3:36pm
... mark carney there together. no doubt they will have seen, or somebody will have told them about the president weighing in. stephen roach, let me ask you this. carmen reinhart told us she thinks hong kong is a bigger ...
Bloomberg: Bloomberg Markets European Close
8/23/2019 3:33pm
... notion that the fed is probably on a path toward more easing given the latest developments. vonnie: stephen roach, let me bring you in. i want to ask you about jackson hole but first we have to talk about this tit-for-tat with ...
Bloomberg: Bloomberg Markets European Close
8/23/2019 3:32pm
... bosler is there as well as stephen roach. you if this ask speech will have gone down well among academics, if it will have illuminated any corner of fed ...
Bloomberg: Bloomberg Markets European Close
8/13/2019 3:49pm
... these huge protests at the airport. our state department correspondent, thank you for joining us from washington, d.c. i want to get back to stephen roach. ...
Bloomberg: Bloomberg Markets European Close
8/13/2019 3:41pm
... lasers to maybe defeat some of the facial recognition software. stephen roach will be sticking with us. let's bring in bloombergs bill faires. ...
Bloomberg: Bloomberg Markets European Close
8/13/2019 3:38pm
... there is noems concrete thing the government ,an do to diffuse the situation it has gotten so intense. vonnie: stephen roach, let me ask you, do you know how this ...
Bloomberg: Bloomberg Markets European Close
8/13/2019 3:33pm
... hong kong for a long time. vonnie: marty schenker are, our thanks to you. stephen roach, yell university senior fellow, let me come back to you. if you were advising xi jinping ...
Bloomberg: Bloomberg Markets European Close
8/13/2019 3:32pm
... something. it is hard to tell whether a majority of hong kong residents support the protesters. there is no mass rallies of support for carrie lam. far be it from me to support stephen roach, who has been ...
Bloomberg: Bloomberg Surveillance
5/17/2019 9:46am
... domestic issues. tom: stephen roach and catherine about thetalk dysfunction and codependency between beijing and washington. how is that dysfunction going now? ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:56am
... finds himself in an uncomfortable position. had to walk back his own ideological commitment for that, when he took this job. it has been a source of intellectual discomfort for larry. tom: we have to go. stephen roach, evy hambro, thank ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:55am
... that is what we are trying to deliver for our clients. tom: stephen roach, you and i have known lawrence kudlow for years. mr. kudlowhe brave need to go -- need to do in the navarro white house? ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:54am
... investor in ridesharing, they have stakes in almost pretty much every ridesharing company except lyft. it is problematic if the market cannot assess how big the opportunity is for ridesharing overall. tom: thank you. we have tweets. we have evy hambro and stephen ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:48am
... basis on u.s. products, and it will expand that further. tom: we will come back on that point with stephen roach of yale university and evy hambro of blackrock. the president puts out three substantial tweets on his view ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:44am
... because china subsidizes product to such a large degree. i got to believe this was written for the president. the third tweet -- there will be nobody left in china to do business with. very bad for china. evy hambro and stephen roach on ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:38am
... pluswe think about that, the supply we have spoken about many times in the past, and the opportunities, it is pretty rich. tom: evy hambro said he would not come in today unless we got some wisdom from stephen roach ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:35am
... for abu dhabi, but it is still quite close to the strait of hormuz. francine: thank you. bloomberg's anthony dipaola joining us. let's get to evy hambro, blackrock global head of thematic investing. stephen roach is also with us. ...
Bloomberg: Bloomberg Surveillance
5/13/2019 10:26am
... 101, they either take the course, do not accept it, or they have a new theory they're trying to roll out to repudiate everything we have learned in simple economics for hundreds of years. tom: stephen roach with us. ...