Hard Lessons: Rick Rieder
Introducing a recent episode of Hard Lessons, featuring Rick Rieder, BlackRock’s CIO for Global Fixed Income and Head of the Global Allocation Investment Team, in conversation with Seth Carpenter, Global Chief Economist and Head of Macro Research at Morgan Stanley.
Watch and listen on your favori…
Bloomberg Surveillance TV: May 13th, 2026
Featuring:
Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale
Dr. Seth Carpenter, Managing Director & Global Head: Macro Research at Morgan Stanley
Theirry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures
See omnystudio.com…
Global Growth Faces an Energy Test
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.
Read more insights from Morgan Stanley.
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Seth Carpenter: Welcome to Thoughts on the…
What’s Driving Japan’s Market Momentum
Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on Asia’s exposure to the energy shock and Japan’s bullish outlook.
Read more insights from Morgan Stanley.
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Seth Carpenter: Welco…
The New Japan Trade
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister Sanae Takaichi’s strategic growth agenda.
Read more insights from Morgan Stanley.
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Seth Carpenter: Welcome to Thoughts on the M…
Bloomberg Surveillance TV: June 15th, 2026
Featuring:
Seth Carpenter, Global Chief Economist & Global Head of Macro Research at Morgan Stanley
Henrietta Treyz, Director of Economic Policy at Veda Partners
Liz Thomas, Head of Investment Strategy at SoFi
See omnystudio.com/listener for privacy information.
AI Spending: A New Engine for the Global Economy
AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up.
Read more insights from Morgan Stanley.
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Seth Carpenter: Welcome to Thoughts on the Mark…
The Global Rate Debate
In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs.
Read more insights from Morgan Stanley.
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Seth Car…
Why Central Banks Are Raising Rates Again
Central banks are turning more hawkish as inflation risks increase. Our Global Chief Economist and Head of Macro Research Seth Carpenter explains what that means for the Fed, ECB and Bank of Japan.
Read more insights from Morgan Stanley.
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Seth Carpenter: Welcome to Thoughts …
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