Conflict

December 2025

America's Post-Trump China Strategy

Project Syndicate: December 29, 2025

Dec 29, 2025 • Stephen Roach

10

2

Consumption According to Xi

Priorities vs. analytics

Dec 19, 2025 • Stephen Roach

10

1

China's Brittle Economic Resileince

The clock is ticking louder on Chinese rebalancing

Dec 12, 2025 • Stephen Roach

13

2

3

Setting the Record Straight on Inflation

Unmasking one of the President's biggest economic lies

Dec 5, 2025 • Stephen Roach

7

2

1

November 2025

Hong Kong's Identity Quandary

Project Syndicate: November 27, 2025

Nov 27, 2025 • Stephen Roach

16

5

1

NVIDIA's Circular Signal

How can NVIDIA validate the AI bubble it feeds off?

Nov 20, 2025 • Stephen Roach

18

3

3

Affordability for Dummies

A primer on America's most contentious economic issue.

Nov 13, 2025 • Stephen Roach

17

1

The Voices of Experts

Will the Supreme Court ignore the advice of economists on tariffs like Herbert Hoover did in 1930 ahead of enactment of the Smith-Hawley Act?

Nov 7, 2025 • Stephen Roach

10

3

October 2025