Sense on Cents

Day traders and those running long only equity positions are focused on positive spin attached to this morning’s New York manufacturing report. Investors with a slightly longer term perspective and more balanced global outlook might be interested in the thoughts and analysis of chairman of Morgan Stanley Asia Stephen Roach, who was interviewed this morning on Bloomberg.

Roach touches all the bases. This clip runs approximately 8 minutes. The sense on cents provided by Stephen Roach will last a lot longer than that. Clicking on the image (above) brings you to the Bloomberg site where the video clip will begin playing (be patient, it may take a few seconds to load).  — LD

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