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Strategies & Market Trends : The Art of Investing
PICK 48.86-0.1%Dec 9 4:00 PM EST
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To: Arran Yuan who wrote (5320)8/30/2022 8:41:13 AM
From: Sun Tzu1 Recommendation

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Arran Yuan

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There is a very good summary of Stephen Roach's views here cnbc.com

Long story short, he sees the US and the global economy hitting a prolonged recession. In his wors, it will take a miracle to avoid that. He thinks that the terminal FFR may go as high as 5%.

With regards to the US-China relations, he had this to say, which is nearly identical to my perspective.

Roach is particularly worried about the U.S. and China relationship, which he writes about in his new book “Accidental Conflict: America, China and the Clash of False Narratives” due out in November.

“In the last five years, we’ve gone from a trade war to a tech war to now a cold war,” Roach said. “When you’re in this trajectory of esclating conflict as we have been, it doesn’t take much of spark to turn it into something far more severe.”




It's worth reading the full article.
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