Feb 25, 2019

China has better prospects than the US in a long-term trade war.

Nov 26, 2018

At a time of ever-escalating threats and counter-threats, the imperative of compromise cannot be understated. The upcoming meeting between Trump and Xi provides an opportunity to reframe the conflict as a strategic challenge for the world’s two leading economies.

Sep 26, 2018

Codependency never ends well in personal relationships. Judging by the ever-escalating trade war between the United States and China, the same is true of economic relationships.

Aug 28, 2018

Many observers believe that the US is doing the rest of the world a huge favor by running chronic current-account deficits – namely, supporting the large surplus countries, which tend to suffer from a shortfall of domestic demand. Others, including me, are more critical of America’s long-standing penchant for excess consumption and the role that surplus economies play in enabling it.

Jun 26, 2018

The trade war may well be an early skirmish in a much tougher battle, during which economics will ultimately trump Trump.

May 24, 2018

Any effort to impose a bilateral solution on a multilateral problem will backfire, with ominous consequences for American consumers.

Apr 25, 2018

United States Trade Representative Robert Lighthizer’s Section 301 report appears to be an ironclad case against China— but don’t be fooled. As Stephen Roach argues, the report is wide of the mark in several key areas.

Mar 21, 2018

To figure out what will change under a different framework for leadership succession, it is important to cut through the authorities’ opaque rhetoric – the “moderately well-off society” transitioning into the “new era” – and stress-test their basic development strategy.

Mar 02, 2018

Are the US economy's fundamentals really that strong?

Feb 01, 2018

The imposition of so-called safeguard tariffs on imports of solar panels and washing machines under Section 201 of the US Trade Act is directed mainly at China and South Korea.