Across the economy, the outlook is for slower growth. Slower growth in demand, in employment, in profits and in inflation. Recession is by no means certain. However, a slow-growing economy is rather like a slow-moving bicycle – the slower its moves, the easier it is to topple it over. And so, in the spring of 2023, there is a significant risk of recessio ... Show More
Feb 23
The Investment Implications of the Tariff Decision
On Friday, the Supreme Court released a long-awaited decision, ruling that the President’s imposition of tariffs, using the 1977 International Emergency Economic Powers Act, otherwise known as IEEPA, was illegal. The President held a press conference that afternoon and issued a p ... Show More
10m 39s
Feb 17
Detangling Solution for the Economic Outlook
Between taking a shower when I get up in the morning and another when I get home from running, I am a significant consumer of detangling solution. In my youth, an unruly shock of hair required liberal doses of the substance just to bring some order to my muppet-like locks. Today, ... Show More
10m 55s
Nov 2022
Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ... Show More
22m 45s
<p>As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in the real economy to take the pressure off of policy tightening?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcom ... Show More
<p>Original Release on December 2nd, 2022: While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 2023?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the M ... Show More
<p>While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Ellen Zentner, Morgan Stanley's Chief U.S. Economist. Along ... Show More
