] Morgan Stanley
]
] Steve Roach Weekly Commentary
]
] Global Economic Forum
]
] November 24, 2004

A five minute long presentation if you can get through the javascript bonanza that sheilds it from you. The key quote: "We hope for an orderly decline in the value of the dollar, but the risk of a disorderly decline cannot be taken lightly."

Morgan Stanley: Steven Roach on the Dollar