The Consumer Confidence Index had its biggest drop in more than three years in February. We're at a crossroads moment in the economy. Uncertainty is back, according to financial experts and consumers alike. In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Seth Carpenter, Morgan Stanley's chief global economist. They met in a temporary studio, while our current space gets a facelift, to discuss where we are in the fight against inflation and what that means for the stock market, the Federal Reserve, and more.
Chapters:
0:00 The next inflation read
3:00 Eggs
4:30 The next Fed meeting
7:20 Different President, same economic story?
10:17 The bond market
13:10 Bonds and the stock market
14:30 Immigration’s impact on the labor force
20:20 Will we reach 2% inflation?
This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
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