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Search resuls for: "Seth Carpenter"


25 mentions found


☆ Trump 2.0: U.S. growth likely to 'come down a great deal' in 2026, Morgan Stanley economist says
  + stars: | 2024-11-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrump 2.0: U.S. growth likely to 'come down a great deal' in 2026, Morgan Stanley economist saysSeth Carpenter, global chief economist at Morgan Stanley, says the impact of U.S. President-elect Donald Trump's tariffs will depend on how they're implemented — "all at once" or "phased in over time."
Persons: Morgan Stanley, Seth Carpenter, Donald Organizations: Trump
☆ Trump tariffs to push down U.S. growth 'a great deal' going into 2026, Morgan Stanley warns
  + stars: | 2024-11-20 | by ( Lee Ying Shan | In Ying-Shan-Lee | ) www.cnbc.com   time to read: +2 min
Donald Trump's proposed tariffs will dent U.S. economic growth going into 2026, said Morgan Stanley's chief global economist Seth Carpenter. In the event that they are enacted all at once, they could result in a "big negative shock" to the economy, Carpenter told CNBC's Sri Jegarajah on the sidelines of Morgan Stanley's annual Asia Pacific Summit in Singapore. Carpenter, who maintained Morgan Stanley's base case of these tariffs being spread over 2025, said they would lead to higher inflation. "Then into 2026, we think growth starts to come down a great deal in the U.S. because of those tariffs and some of the other policies," he cautioned. Very clear, tariffs are a drag on growth for the U.S., not just for the countries that the tariffs are put on," Carpenter added.
Persons: Donald Trump's, Morgan Stanley's, Seth Carpenter, Trump, Carpenter, CNBC's Sri, Morgan, Mark Malek, Siebert, Joe Biden, Trump's, Malek, Ben Emons Organizations: Asia Pacific Summit, Microsoft, Apple, U.S . Federal Reserve, FedWatch Advisors Locations: China, CNBC's Sri Jegarajah, Morgan Stanley's, Singapore, U.S
☆ There are 2 things that could go wrong for the US economy and spark a recession, Morgan Stanley says
  + stars: | 2024-10-15 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +4 min
There are two things that could go wrong in the economy that could lead to a recession, Morgan Stanley said. AdvertisementThe US economy appears on track to keep growing, but there are two things that could spoil the no-recession forecast on Wall Street, according to Morgan Stanley. A slowdown, then people get laid off, laid off people spend less, the economy slows down more, and it snowballs," he added. "So that's another place where I think we could be wrong," Carpenter said of his recession forecast, though he reiterated that a downturn wasn't his baseline view. And if anything, where we were wrong with our forecast so far is that things have turned out even better than we dare hoped," Carpenter added.
Persons: Morgan Stanley, —, Seth Carpenter, Carpenter, Trump, Morgan, we've Organizations: Service, Bureau of Labor Statistics, New York Fed
☆ Neither wages nor job growth will be what moves the Fed, says Morgan Stanley's Seth Carpenter
  + stars: | 2024-06-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeither wages nor job growth will be what moves the Fed, says Morgan Stanley's Seth CarpenterSeth Carpenter, Morgan Stanley global chief economist, joins 'Closing Bell Overtime' to talk what's ahead for the Federal Reserve as both Canada and Europe's central banks cut interest rates.
Persons: Morgan Stanley's Seth Carpenter Seth Carpenter, Morgan Stanley Organizations: Federal Reserve Locations: Canada
☆ Watch CNBC's full interview with Jim Grant and Morgan Stanley's Seth Carpenter
  + stars: | 2024-04-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Jim Grant and Morgan Stanley's Seth CarpenterSeth Carpenter, Morgan Stanley chief economist, and Jim Grant, Grant’s Interest Rate Observer founder and editor, join 'Squawk Box' to discuss the state of the economy, what to expect from the Fed's policy meeting, interest rate outlook, and more.
Persons: Jim Grant, Morgan Stanley's Seth Carpenter Seth Carpenter, Morgan Stanley
☆ Jim Grant: There's as much a chance of a rate hike as there is of two rate cuts
  + stars: | 2024-04-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Grant: There's as much a chance of a rate hike as there is of two rate cutsSeth Carpenter, Morgan Stanley chief economist, and Jim Grant, Grant’s Interest Rate Observer founder and editor, join 'Squawk Box' to discuss the state of the economy, what to expect from the Fed's policy meeting, interest rate outlook, and more.
Persons: Jim Grant, There's, Seth Carpenter, Morgan Stanley
☆ Morgan Stanley's Seth Carpenter: The economy is slowing, but not crashing
  + stars: | 2024-03-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Seth Carpenter: The economy is slowing, but not crashingSeth Carpenter, Morgan Stanley global chief economist, joins 'Closing Bell' to discuss his Fed and inflation outlook and expectations.
Persons: Morgan Stanley's Seth Carpenter, Seth Carpenter, Morgan Stanley
☆ The next Fed cut will likely be in June, says Morgan Stanley's Seth Carpenter
  + stars: | 2024-01-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe next Fed cut will likely be in June, says Morgan Stanley's Seth CarpenterSeth Carpenter, Morgan Stanley global chief economist, joins 'Power Lunch' to discuss his market and economic expectations and how he anticipates the Fed will react.
Persons: Morgan Stanley's Seth Carpenter Seth Carpenter, Morgan Stanley
☆ The current US labor market is 'very different' from past cycles: Morgan Stanley
  + stars: | 2023-11-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe current US labor market is 'very different' from past cycles: Morgan StanleySeth Carpenter, Morgan Stanley's global chief economist discusses the implications of the Fed's attempts to reduce balance sheet on the markets. He says current US labor market conditions will prevent the economy from 'falling off a cliff'.
Persons: Morgan Stanley Seth Carpenter, Morgan Stanley's
☆ AI is going to force millions of workers to train for new jobs. The US has historically been terrible at this.
  + stars: | 2023-11-14 | by ( Jacob Zinkula | ) www.businessinsider.com   time to read: +7 min
Experts say many of those workers will need to be retrained for new jobs to avoid being left behind. The US economy has struggled in recent decades to help workers adjust to job disruptions. Emerging generative AI technologies like ChatGPT could eliminate or change the nature of millions of jobs over the next decade. AdvertisementWhen Donald Trump promised to bring back manufacturing jobs before the 2016 election, he was speaking to the Americans who had been left in the lurch. But many overseas jobs aren't likely to return anytime soon, among the reasons job retraining was — and remains — necessary for impacted workers.
Persons: —, Richard Baldwin, Seth Carpenter, Morgan Stanley, hasn't, Donald Trump, Michael Chui, Chui, Ethan Mollick Organizations: Service, Global, Economic, Institute, McKinsey Global Institute, University of Pennsylvania's Wharton School, PricewaterhouseCoopers, IBM, Schools Locations: United States, Mexico
☆ We fully think things will slow down in the 4th quarter, say Morgan Stanley's Seth Carpenter
  + stars: | 2023-10-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe fully think things will slow down in the 4th quarter, say Morgan Stanley's Seth CarpenterSeth Carpenter, Morgan Stanley global chief economist, joins 'Squawk Box' to discuss the state of the U.S. economy, latest market trends, the Fed's rate hike campaign, impact of high Treasury yields, and more.
Persons: Morgan Stanley's Seth Carpenter Seth Carpenter, Morgan Stanley Locations: U.S
☆ This CPI print keeps the Fed on track to end rate hikes, says Morgan Stanley's Seth Carpenter
  + stars: | 2023-09-13 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis CPI print keeps the Fed on track to end rate hikes, says Morgan Stanley's Seth CarpenterBarbara Doran, BD8 Capital Partners CIO and Seth Carpenter, Morgan Stanley Global Chief Economist, joins 'Closing Bell Overtime' to talk Arm's upcoming IPO, today's CPI report, the state of the consumer and more.
Persons: Morgan Stanley's Seth Carpenter Barbara Doran, Seth Carpenter, Morgan Stanley Organizations: BD8 Capital, Morgan Stanley Global, CPI
☆ It would be a 'miracle' to escape a recession and the erosion of credit is similar to 2008, top economist David Rosenberg warns
  + stars: | 2023-09-01 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +4 min
The US looks likely to tip into a recession in about six months, according to David Rosenberg. The top economist warned that the deterioration of credit quality is reminiscent of 2008's mortgage crisis. "I think that if we escape this little recession, it'll be a miracle," he told Blockworks' Forward Guidance. "Every penny of the stimulus checks got spent." "We just replaced credit cards with what happened with subprime mortgages 15 years ago," Rosenberg said.
Persons: David Rosenberg, Blockworks, We've, I'm, impact's, there's, Morgan Stanley, Seth Carpenter, we'll, Banks, Rosenberg Organizations: Service, Rosenberg Research, Associates, Federal, Bank of America Locations: Wall, Silicon
☆ The US is likely to dodge a recession in a dream soft-landing scenario, Morgan Stanley's top economist says
  + stars: | 2023-08-31 | by ( George Glover | ) www.businessinsider.com   time to read: +3 min
The US is nearing a dream no-recession scenario, according to Morgan Stanley's top economist. Falling inflation and steady growth show the Federal Reserve is closing in on a soft landing, Seth Carpenter said. Get the inside scoop on today’s biggest stories in business, from Wall Street to Silicon Valley — delivered daily. "I wouldn't say that we've discarded it wholesale – there's always a risk," Carpenter, who is the bank's global chief economist, told Bloomberg TV, referring to the risk of a recession. Meanwhile, growth has remained resilient – with the economy expanding 2.1% between April and June, according to a government estimate Wednesday.
Persons: Morgan Stanley's, Seth Carpenter, “, ”, Carpenter, Morgan Stanley, who's, Mike Wilson Organizations: Federal Reserve, Bloomberg, Service, Federal, Fed, Bank of America Locations: Wall, Silicon, China
☆ Investors are getting bearish on China — but see other upside opportunities in Asia
  + stars: | 2023-08-31 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +4 min
However, some investors believe a bearish China story is shifting the spotlight onto investment opportunities in other Asian markets. Morgan Stanley downgraded the iShares MSCI China ETF (MCHI) to equal weight from overweight in early August, citing lower earnings growth expectations and structural challenges. Opportunity in Japan Japan currently stands out as a "particularly attractive" investment play, according to Horizon Investments chief investment officer Scott Ladner. Investors can get access to the Japanese market through the iShares MSCI Japan ETF (EWJ) , which has an expense ratio of 0.5% and more than $13 billion in assets. Ways to play the space include the iShares MSCI South Korea ETF (EWY) , the Franklin FTSE South Korea ETF (FLKR) and the iShares MSCI Taiwan ETF (EWT) .
Persons: Morgan Stanley, Wells, Jay Bryson, Scott Ladner, Ladner, Seth Carpenter, it's, Carlos Asilis, China —, Asilis, Franklin Templeton's FLKR, we've Organizations: Horizon Investments, Bank of Japan, Glovista Investments, Korea ETF, Franklin FTSE, Franklin FTSE South Korea ETF, U.S Locations: China, Wells Fargo, Japan Japan, Japan, Asia, Pacific, South Korea, Taiwan, Korea, Franklin FTSE South, Australia, India, Vietnam, Indonesia
☆ Morgan Stanley's Seth Carpenter says Powell will need to stay hawkish at Jackson Hole
  + stars: | 2023-08-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Seth Carpenter says Powell will need to stay hawkish at Jackson HoleSeth Carpenter, Morgan Stanley global chief economist, joins 'Power Lunch' to discuss what to expect from the Fed's Jackson Hole meeting.
Persons: Morgan Stanley's Seth Carpenter, Powell, hawkish, Jackson, Seth Carpenter, Morgan Stanley
☆ Morgan Stanley's Seth Carpenter: Labor market will keep us from tipping over into recession
  + stars: | 2023-08-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Seth Carpenter: Labor market will keep us from tipping over into recessionSeth Carpenter, Morgan Stanley global chief economist, joins 'Squawk on the Street' to discuss what he sees ahead for the economy, his conviction toward inflation, and more.
Persons: Morgan Stanley's Seth Carpenter, Seth Carpenter, Morgan Stanley Organizations: Labor
☆ Biden asks aides for options preventing future debt limit crisis
  + stars: | 2023-07-20 | by ( Trevor Hunnicutt | ) www.reuters.com   time to read: +2 min
[1/2] US President Joe Biden addresses the nation on averting default and the Bipartisan Budget Agreement, in the Oval Office of the White House in Washington, DC, June 2, 2023. JIM WATSON/Pool via REUTERS/File PhotoWASHINGTON, July 20 (Reuters) - U.S. President Joe Biden asked a group of aides to explore "all legal and policy options" to prevent another debt limit standoff, the White House said on Thursday. The group includes Treasury Secretary Janet Yellen, Attorney General Merrick Garland, White House budget director Shalanda Young and Council of Economic Advisers chair Jared Bernstein. This year's bipartisan debt ceiling deal keeps fiscal 2024 spending flat at this year's levels, allowing a 1% increase for fiscal 2025. The deal was approved by 149 House Republicans - a strong party majority - along with 165 Democrats.
Persons: Joe Biden, JIM WATSON, Kevin McCarthy, Stuart Delery, Lael Brainard, Biden, Janet Yellen, General Merrick Garland, Shalanda Young, Jared Bernstein, Laurence Tribe, Morgan Stanley, Seth Carpenter, Trevor Hunnicutt, Leslie Adler, Stephen Coates Organizations: White, WASHINGTON, Democratic, Republican, National Economic, U.S . Constitution, Economic, Harvard Law School, Republicans, Thomson Locations: Washington , DC, United States, U.S .
☆ A lead portfolio manager at a $205 billion asset manager explains why there's no recession ahead for the US economy — and shares 8 mid-sized stocks set to beat the market going forward
  + stars: | 2023-07-07 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +5 min
Diane Jaffee — lead portfolio manager at TCW, which manages $205 billion in assets — sits solidly in this latter camp. "Historically, mid-caps and small-caps outperform large caps over time, but you have to go back to a 20 year time horizon before that's true," Jaffee explained. 8 mid-cap stocks set to outperformWithin her mid-cap fund, some of Jaffee's financials holdings include insurance broker Arch Capital Group (ACGL) and private equity firm Apollo Global Management (APO). "It has a great management team that comes from JPMorgan, and they're an economic focus for Puerto Rico," Jaffee explained. Within consumer discretionary stocks, Jaffee also noted homebuilder Toll Brothers (TOL) as another top holding.
Persons: Diane Jaffee, Jaffee, Morgan Stanley, Seth Carpenter, Carpenter, that's, We've, They've, homebuilder, she's, LEN Organizations: Wall, Federal Reserve, —, Arch Capital, Apollo Global Management, Banco Popular, JPMorgan, Puerto, Darden, Medicaid outlays Locations: TCW, financials, Puerto Rican, Puerto Rico, Olive
☆ Fed’s rate hike habit will be hard to kick: podcast
  + stars: | 2023-06-13 | by ( Ben Winck | ) www.reuters.com   time to read: 1 min
WASHINGTON, June 13 (Reuters Breakingviews) - The US central bank is mulling a pause after raising interest rates at its last 10 meetings. In this Exchange podcast, Morgan Stanley chief economist Seth Carpenter lays out the calculus behind the Federal Reserve’s next move, and why it’s so hard for policymakers to pivot. Listen to the podcastFollow @BenWinck on TwitterSubscribe to Breakingviews’ podcasts, Viewsroom and The Exchange. The opinions expressed are his own)Editing by Aimee Donnellan and Katrina HamlinOur Standards: The Thomson Reuters Trust Principles. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.
Persons: Morgan Stanley, Seth Carpenter, Aimee Donnellan, Katrina Hamlin Organizations: Reuters, Federal, Twitter, Thomson
☆ Morgan Stanley: Expect the global economy to slow to 2.9% this year
  + stars: | 2023-06-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley: Expect the global economy to slow to 2.9% this yearSeth Carpenter, Morgan Stanley global chief economist, joins ‘Squawk on the Street’ to explain why he expects the global economy to slow later this year and more.
Persons: Morgan Stanley, Seth Carpenter, Squawk
☆ Watch CNBC's full interview with Morgan Stanley's Seth Carpenter
  + stars: | 2023-06-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Morgan Stanley's Seth CarpenterSeth Carpenter, Morgan Stanley global chief economist, joins ‘Squawk on the Street’ to explain why he expects the global economy to slow later this year and more.
Persons: Morgan Stanley's Seth Carpenter Seth Carpenter, Morgan Stanley, Squawk
☆ Watch CNBC's full interview with Citi's Scott Chronert and Morgan Stanley's Seth Carpenter
  + stars: | 2023-03-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Citi's Scott Chronert and Morgan Stanley's Seth CarpenterScott Chronert, Citi U.S. equity strategist, and Seth Carpenter, Morgan Stanley global chief economist, join 'Squawk on the Street' to discuss the Fed rate hikes likelihood after the bank fallout and more.
☆ What to expect from the Fed's meeting next week
  + stars: | 2023-03-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat to expect from the Fed's meeting next weekScott Chronert, Citi U.S. equity strategist, and Seth Carpenter, Morgan Stanley global chief economist, join 'Squawk on the Street' to discuss the Fed rate hikes likelihood after the bank fallout and more.
☆ Morgan Stanley's Seth Carpenter says there's still a path to a soft landing
  + stars: | 2023-03-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Seth Carpenter says there's still a path to a soft landingSeth Carpenter, Morgan Stanley global chief economist, joins 'Closing Bell: Overtime' to discuss the Fed and economy.
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