logo
episode-header-image
Aug 2022
3m 47s

Seth Carpenter: Is a Global Recession Up...

MORGAN STANLEY
About this episode
Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent. 
Up next
Jun 12
India’s Next Market Phase
Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stanley.----- Transcript -----Chetan Ahya: Welcome to Thoughts o ... Show More
12m 57s
Jun 11
Inflation Relief Ahead?
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ... Show More
4m 37s
Jun 10
Who Owns Travel Loyalty?
Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines. Read more insights from Morgan Stanley.----- Transcript -----Ravi Shanker: Welcome to Thoughts on the Market. I'm Ravi Shanker, Mor ... Show More
13m 21s
Recommended Episodes
Jun 2023
The Fed's Last and Final Rate Increase
<p>Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. </p> <p>The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ... Show More
5m 51s
Jun 2022
Why Inflation's Fallout Is Becoming Increasingly Global
US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More
24m 56s
Apr 2022
Summers Predicts U.S. Recession More Likely Than a Soft Landing
Last year, Larry Summers famously shot down one of the Federal Reserve's favorite buzzwords, "transitory." This year, he's taking aim at "soft landing."The Harvard University professor, former Treasury secretary and paid Bloomberg contributor says a combination of high inflation ... Show More
31m 39s
Jul 2022
Freaking out about the economy? Let's talk.
<p>Gas prices are high, unemployment is low and the tools the federal government has to fight inflation could cause a recession. So how should we think about the economy right now? We asked our econ reporters and a personal finance columnist for advice.&nbsp;</p><p><br></p><p>Rea ... Show More
30m 33s
May 2021
What’s Really Behind the Great 2021 Inflation Debate
It’s been a long time since anyone in America or Europe had to think seriously about inflation. But the highest U.S. numbers since 2009 have rattled financial markets and critics of President Joe Biden are warning that his big spending could trigger a full-blown 70s-style price s ... Show More
30m 37s
Mar 2024
Will high interest rates be cut soon?
The past few years have been marked by two economic trends that have affected pretty much everyone on the planet. The first is the cost of living crisis that followed the Covid pandemic and was made worse by Russia’s invasion of Ukraine. That saw prices in the shops soar - in man ... Show More
18m 25s
Aug 2022
Strong US jobs data hammers the recession 'optimism'
Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More
10m 42s
Jun 2023
What can we learn from previous financial crashes amid recession fears?
<p>The global economy has weathered the most tumultuous century in modern history and most of the previous financial crises have shared similarities from which we can learn.</p> <p>So writes Dr Linda Yueh, CBE, in her new book, The Great Crashes: Lessons from Global Meltdowns and ... Show More
21m 14s
Jul 2023
Vanguard's Hard Pass on a `Soft Landing'
A rallying stock market and better-than-expected second-quarter economic growth are just the latest developments pointing Wall Street skeptics to the possibility of a US “soft landing.” That’s where the Federal Reserve gets inflation back down to around 2% without triggering a do ... Show More
38m 37s