The Vise Tightens on the Dollar
Sep 25, 2020 says that negative net domestic saving and a soaring current-account deficit will weaken the greenback fast.
Stephen S. Roach
Stephen S. Roach, a faculty member at Yale University and former Chairman of Morgan Stanley Asia, is the author of Unbalanced: The Codependency of America and China.
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The Vise Tightens on the Dollar 
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America’s Coming Double Dip America’s Coming Double Dip
Aug 25, 2020 argues that the pandemic's continuing impact on consumer demand all but rules out a V-shaped recovery.
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From American to European Exceptionalism From American to European Exceptionalism
Jul 22, 2020 explains why the newly approved EU rescue fund represents another nail in the coffin of US dollar hegemony.
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The COVID Shock to the Dollar The COVID Shock to the Dollar
Jun 23, 2020 argues that further pressure on the US net saving rate will force rapid and sharp depreciation.
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The Fable of the Chinese Whistleblower The Fable of the Chinese Whistleblower
May 18, 2020 & say that the Trump administration's smoking gun in its case against China's COVID-19 response fires blanks.
