Seth Carpenter

Seth Carpenter, Morgan Stanley's Global Chief Economist and former Federal Reserve staffer, offers a concise look at what a new Fed chair might face. He discusses Warsh as a familiar, mainstream choice. Conversation covers the chair's real authority and limits, the tough tradeoffs on inflation and rates, AI and productivity implications, and the signals investors should watch next.

Seth Carpenter, Global Chief Economist at Morgan Stanley, shares insights into the anticipated economic climate of 2026. He predicts a modest slowdown in global growth while inflation continues to ease. Carpenter highlights the pivotal role of U.S. economic performance in shaping global outcomes and presents various scenarios. He also discusses expected Federal Reserve rate cuts and the impact of AI-driven investments on demand, despite slower productivity gains. Overall, it’s a fascinating glimpse into future macroeconomic trends.

Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research, offers a macro view of exchange-rate policy. He and James Lord dissect recent dollar swings, what a 'strong dollar' stance really means, how ambiguity lets Treasury intervene, and where dollar risks lie versus G10 and emerging-market currencies.

Seth Carpenter, Global Chief Economist at Morgan Stanley, shares insights on the shifting economic landscape. He discusses expectations for slower global growth and easing inflation in 2026. Carpenter highlights the stark contrasts between U.S. resilience, China's deflationary struggles, and Europe's tepid recovery. He emphasizes the role of consumer spending and labor data in shaping outcomes and reveals how AI investments might lead to inflationary demand while productivity gains unfold over time.

Torsten Slok, Chief Economist at Apollo, shares insights on a potential credit crunch and economic slowdown in the U.S. Bob Diamond, CEO at Atlas Merchant Capital, discusses the buoyancy of U.S. equities amidst market turbulence. Seth Carpenter, Chief Global Economist at Morgan Stanley, reacts to consumer price index data, shedding light on inflation dynamics influenced by tariffs and immigration policies. Together, they navigate complex economic indicators and explore the interplay between growth and inflation in today’s market.

Seth Carpenter, Morgan Stanley macro chief, previews U.S. growth, Fed moves and currency swings. Patrick McHenry, former House Financial Services chair, dissects political and policy fallout from the Minnesota ICE shooting. Brian Belski, Humilis CEO/CIO, spots value in small- and mid-cap equities and bond roles. Janno Lieber, MTA chair/CEO, outlines storm recovery, de-icing work and a cautious take on fare-free buses.

Seth Carpenter, Morgan Stanley's chief global economist and former Federal Reserve staffer, shares his insights on the current economic landscape. He dives into the recent plummet of the Consumer Confidence Index and discusses the impact of rising inflation, particularly driven by soaring egg prices. Carpenter elaborates on the disconnect between consumer sentiment and spending, while addressing how immigration policies affect labor supply and inflation rates. He cautions about the future of inflation and the critical economic conversations ahead.

Kevin Hassett, White House economic adviser, offers a brisk take on U.S. economic resilience. Seth Carpenter, Morgan Stanley chief U.S. economist, breaks down how $100 oil pressures inflation and growth. Ed Bastian, Delta Air Lines CEO, explains rising jet fuel costs, strong travel demand, and why fares are increasing.

Seth Carpenter, Morgan Stanley's Global Chief Economist and former Fed staffer, offers insider perspective on Federal Reserve dynamics. He discusses committee limits on a chair, how a chair can still shape policy, the challenge of elevated inflation with mixed labor data, and the potential impact of AI and productivity on inflation.

Seth Carpenter, Morgan Stanley’s Global Chief Economist, and Andrew Sheets, Head of Corporate Credit Research, dive into the Federal Reserve's current stance amid economic turbulence. They explore whether the Fed is lagging on interest rates and the implications of upcoming cuts. Insights from the Jackson Hole conference highlight challenges in balancing inflation with growth risks. The duo also analyzes market reactions to potential rate adjustments, emphasizing the intricate connection between Fed policy and investor sentiment.