CNBC: Closing Bell
4/19/2024 7:29pm
... that, you know, the narratives kind of overshoot in the short term, right? we obviously had this intense recession watch that went nowhere. we had a stagflation scare along approx the way, and then it became, oh, ...
CNBC: Closing Bell
4/19/2024 7:13pm
... interesting on the individual names, because i hear about that a lot from my small cap pm clients. small caps have not benefitted from the recovery, i think, that we had off recession conditions in 2022. ...
CNBC: Fast Money Halftime Report
4/19/2024 4:14pm
... we grew 3.4% last year we were supposed to be in a recession. imf, they revised their global growth higher, 3.2% earlier this week ...
CNBC: Squawk Box
4/19/2024 12:17pm
... been over 22 months and get to july 1, it will be two years it's never happened before at some point something will break. it broke in -- you mean a recession that never happened that's what we were saying when i say break, i mean something within the markets, ...
CNBC: Street Signs
4/19/2024 8:52am
... transportation fuels and economic recession come into play clay, you say we could be on the path to $100 a barrel oil. brent got up to $90 earlier. it seems like the oil market has ...
CNBC: Mad Money
4/18/2024 10:40pm
... to get much bigger than p that's smart. e-commerce, regular commerce, data fields even solar fields are -- they own the warehouses it was the first stock toly out of the great recession it has total control of its business or at least i thought it did ...
CNBC: Power Lunch
4/18/2024 6:53pm
... manufacturing was just above 50 for the first time since 2022, we need that rolling recession, it is likely coming to an end here. you are seeing the consumer continues to remain strong, ...
CNBC: Fast Money Halftime Report
4/18/2024 4:47pm
... wynn reported a blowout quarter on every metric and was down 9%. it's part of the story, this higher interest rate regime is making people think maybe the recession is closer, people aren't going to gamble as much stick with it, steph ...
CNBC: Fast Money Halftime Report
4/18/2024 4:06pm
... what would worry me on amazon or anything, frankly, is if we had to go back to that discussion of a recession, which i just don't see happening. it shouldn't be in our conversation right now it's not in my conversation. next week is going to get real, as i said, for stocks that ...
CNBC: Squawk Box
4/18/2024 11:13am
... bit. i get nervous because everybody last year, to your point, was thinking by now we would be in a recession, now everyone today is thinking everything is so great so, i respect that very much but i do think that the consumer continues to be strong and we're ...
CNBC: Squawk Box
4/18/2024 11:13am
... recession, you know, 15 months ago. even last october we felt like the economy couldn't handle rates where they are right now and now it is sort of, like, hey, we got a 3% economy, the rest of the world is growing, i'm wondering if we're going to ...
CNBC: Closing Bell
4/17/2024 7:29pm
... economygetting hit, you are in the average period when you look at the recession period post 1980 when the markets start to respond. the one thing we highlighted bullish momentum has dominated and it ran me over in the fourth ...
CNBC: Closing Bell
4/17/2024 7:18pm
... argument that you wanted defensive stocks headed into 2023, bracing for the recession. now you don't want the defensive stocks even though they ar materially cheaper ...
CNBC: Power Lunch
4/17/2024 6:08pm
... not so much on whether or not inflation is a half a point higher or lower than gdp but does a good job of signaling whether or not there is a recession coming. it's not a recessionary calm but it does feel weaker than ...
CNBC: The Exchange
4/17/2024 5:09pm
... awful, recession is coming so on and so forth yields are still inverted and there's no recession how many people said the fed were wrong in raising interest rates to where they are now? you're going to kill the economy, look what you're doing. ...
CNBC: Fast Money Halftime Report
4/17/2024 4:08pm
... has gone down meaningfully. not every time a recession. forecast for the first quarter is going up. the market comes to realize that perhaps we've been on borrowed time in terms of what higher for longer means. we haven't had earnings yet. ...
CNBC: Squawk on the Street
4/17/2024 2:50pm
... economy is doing, so that's one of the reasons one of the reasoy we think now that it looks like we won't have a recession and that growth is going to be higher over the balance of the year than people thought coming into the year. that should start to get the animal spirits going a little ...
CNBC: Squawk on the Street
4/17/2024 2:49pm
... still talking about a potential for recession and maybe we'll get a goldilocks scenario. maybe we'll see a soft landing, but there was a lot of uncertainty around that so we've been consistently surprised to the upside in terms of the ...
CNBC: Squawk on the Street
4/17/2024 2:08pm
... economy, you know, a very, very high percentage and what happened? the fed raised another 75 basis points, and people were calling for a recession and easing and i was here in january with you, and we said then there are going to be higher, longer, not ...
CNBC: Worldwide Exchange
4/17/2024 9:34am
... we're in. we talked about this in our survey we do every two weeks. demand has remained at or be low freight recession levels now like i said going all the way back to february of last year. the demand remains weak and ...
CNBC: Worldwide Exchange
4/17/2024 9:33am
... containers really is a good read on the domestic economy as you talk about. intermodal, really, the key here was volumes were flat, pricing was down. this is what we're talking about, this elongated recession ...
CNBC: Street Signs
4/17/2024 8:54am
... recession is fairly minimal at this point. it would take a lot to derail this economy. so there's been tremendous resilience in terms of growth prospects. we've seen the u.s. u doing very, very well. we've seen a lot of emerging market economies doing better ...
CNBC: Street Signs
4/17/2024 8:51am
... and so the combination of an expectation of interest rates coming down across the globe, activity slowing a little bit, but being away from a global recession, that has really ...
CNBC: Mad Money
4/16/2024 10:59pm
... special situations that are not dependent upon a recession, dependent upon strengthening the economy. when we have it we like to look at our sector and figure out whether that sector, for instance, let's say we are ...
CNBC: Closing Bell
4/16/2024 7:39pm
... part of this year and pushed it out into the early part of this year and said it's not a recession soft landing and it's basically continue trend economy and economic growth. you had a 4% plus growth rate and 3% in the fourth quarter last year and now they say it's ...
CNBC: Closing Bell
4/16/2024 7:39pm
... if you look at our research team, what they have done is constantly pushed out the effects of the fed tightening before that. 18 months ago they had a recession plan from the last part of last year and early ...
CNBC: Closing Bell
4/16/2024 7:29pm
... and last year a lot of the economically sensitive names, in my opinion were pricing and recession. so as the odds have come down and people have gotten more comfortable with economic growth we've certainly seen that brought in. it still looks like large-cap growth are the market leaders. ...
CNBC: Closing Bell
4/16/2024 7:28pm
... might need rate cuts. i think what the market fears is that we will say restrict of- - stay restrictive too long which will lead to a recession. i think as long as that doesn't happen no one really knows what the neutral rate is and how high the interest rate can stay ...
CNBC: Fast Money Halftime Report
4/16/2024 4:15pm
... kinds of things steph is looking at where they suggest that 78% say a recession is, quote, unquote, unlikely within the next 12 months. largest drop in bond allocation since july of 2003. ...
CNBC: Squawk on the Street
4/16/2024 2:05pm
... into recession, we also talk about and you'll hear in the next hour the balance sheet which doesn't get a lot of attention, not the sexiest topic, but it's important right now as it relates to the liquidity backdrop and how she's thinking about what the size of that balance sheet should look ...
CNBC: Street Signs
4/16/2024 8:13am
... perform. there is no doubt the recession risks remain higher in europe than the u.s i would have less of a strong view on bunds than gilts ...
CNBC: Mad Money
4/15/2024 10:15pm
... stock market investors seemingly forget the bond market rules all the time they forgot in 2000 the bond market was soft right near the dot com peak they forgot when the trade 17 times in lockstep in lead-up to the financial crisis, specifically in the worse downturn since the recession ...
CNBC: Mad Money
4/15/2024 10:09pm
... caller: you stress diversification all the time. all the time. caller: but my investment strategy is mainly growth. things like gold, recession proof stocks and dividend stocks have all back fired for me i prefer cap tech stops. ...
CNBC: Power Lunch
4/15/2024 6:07pm
... month. that was a tame increase. if spending slows, business spending can pick up the baton. we did have an earnings recession in 2022 and 2023. ...
CNBC: The Exchange
4/15/2024 5:55pm
... the middle east. the market is near recession lows when we see headlines regarding israel. defense stocks are higher right now. rtx, lockheed martin, which ...
CNBC: Squawk on the Street
4/15/2024 2:06pm
... yields and stronger dollar does it increase the chances of a harder landing or recession? because we are talking about levels that constrain economic growth, not to mention oil prices which they're giving some back today, but they are elevated and risen 16% this year ...
CNBC: Squawk Box
4/15/2024 11:14am
... is going to fall if we stay in a soft landing, i think we stay 4 to 4.5. if there's a recession coming our way, that ten-year can rally a lot more. right now we're in a soft landing, the data looks very solid. i think rates have peaked. we can just debate how much ...
FOX News: The Journal Editorial Report
4/13/2024 7:03pm
... recession to get inflation under control and powell wants to be remembered as the guy who fixed the mess and didn't leave someone to fix the mess. paul: one of the big factors is real wages that is wages after inflation, and when you look ...
CNBC: Mad Money
4/12/2024 10:42pm
... and '80s know from the post-covid experience. it caused the great recession. now, there are plenty of times in the fed's tightening, but the stock market didn't get crushed because the economy didn't get crushed. that's how we got the incredible ...
FOX News: Your World With Neil Cavuto
4/12/2024 8:20pm
... for the second half of 2023. we made good progress in getting the inflation rate getting down from the unbearable peaks that it had reached and we did that with our recession which was virtually unheard of and now at ...
CNBC: Power Lunch
4/12/2024 6:37pm
... at some point, you were the days when they were worried the market fed would be too long and bring on a recession. that caused ten-year yields to go down and be lower. that could be able to buy the concern as the fed talks were more hawkish and the ten-year ...
CNN: Inside Politics With Dana Bash
4/12/2024 4:42pm
... now that's on top of 100% tariff on foreign cars in a worst-case scenario, some economists fear that those plans could trigger a recession cnn's matt egan is here with his new reporting okay. matt, help us square this. what are you seeing? ...
CNN: Inside Politics With Dana Bash
4/12/2024 4:36pm
... trump's economic plan for a second term could send the us into a recession, going to write down the numbers for you what's, it like to hear from the people actually living the headlines i'm adi cornish, my cnn podcast. we'll talk to the ...
CNBC: Fast Money Halftime Report
4/12/2024 4:12pm
... they're not focused on avoiding a recession. they're focused on making sure inflation doesn't remain a very, very strong problem going forward, because that's what actually kills civilizations, what kills countries, and we've ...
CNBC: Fast Money Halftime Report
4/12/2024 4:09pm
... now, the economy has gone in a recession or close to it. you didn't have the amount of stimulus in the system. that's right. that's been the greatest game changer in the history of this cycle. now you have a bet on the ...
CNBC: Squawk on the Street
4/12/2024 2:22pm
... they're big numbers without coming off some depressed level from a recession, and first quarter analysts are only expecting 5% gain, probably going to get 11 for the full ...
CNBC: Squawk on the Street
4/12/2024 2:11pm
... idiosyncratic in different types, a versus b buildings and all hat, but people will muddle through. they won't muddle through under higher rates with a recession. that will be tougher for a lot of folks, not just real estate f that happens. jpmorgan's cfo addressing ...
CNBC: Squawk on the Street
4/12/2024 2:11pm
... the recession is important. if things stay where they are today we have kind of the soft landing that seems to be embedded in the marketplace, you know, the real estate will muddle through. you know, obviously, it will be ...
CNBC: Squawk on the Street
4/12/2024 1:20pm
... inflation call. jamie dimon has also been saying sticky inflation, but fink early was talking about fiscal stimulus, just permeating the economy, no recession. i remember when he was on with us last year, talking about, i don't see a recession because we have had so much fiscal spending, and by the ...
CNBC: Squawk on the Street
4/12/2024 1:04pm
... recession. i don't know what the future portends of all the things that we're talking about. but he does continue to say, sara, his own personal belief is things, you know, the price in the markets is probably too happy, and i think the chance of bad outcomes is high -- is higher than other people ...
CNBC: Squawk on the Street
4/12/2024 1:04pm
... broader market, i'll come to jpmorgan, not the numbers themselves, more the comments on the media call from jamie dimon. we already got a sense of this from his annual letter, which came out early in the week. but you know, he, once again, is saying, listen, i'm not predicting a recession or no ...
CNBC: Squawk Box
4/12/2024 12:38pm
... lower sequentially. if you go into a recession, they will be higher. he said he is not predicting a recession or no recession. he said the chance of a bad outcome is higher than others think as he looks at a potential range of outcomes. you can see shares down 2.7% on ...
CNBC: Worldwide Exchange
4/12/2024 9:44am
... february after technical recession last year. as growth makes the return and inflation shows signs of abating, traders are lowering the rate epec expectations this. ...
CNBC: Worldwide Exchange
4/12/2024 9:37am
... the u.s. according to your research, from the great recession to the pandemic, the average funds rate of 1.5% and your forecast is it will go down to 2.5% to 3.5%. right now it is at 5.5%. ...
CNBC: Worldwide Exchange
4/12/2024 9:07am
... equity markets keep rallying. markets are focused on the u.s. market being resilient. i think i would prefer no recession. i think that is actually what the data is telling us now. ...
CNBC: Worldwide Exchange
4/12/2024 9:03am
... recession that the uk posted at the end of 2023. now today is a moment for investors to digest what they heard from the ecb yesterday. the central bank kept the door open to cutting rates in june. i want to take you to the sector ...
CNBC: Street Signs
4/12/2024 8:45am
... it looks to exit a shallow recession after output growing for the second month in a row in february. january's reading was revised higher as well. it keeps on getting better. ...
CNBC: Street Signs
4/12/2024 8:36am
... forecast did not work well. i think they probably took a lesson from what happened about 18 months ago when they produced a forecast that showed a two-year recession caused by the rapid rise in interest rates. ...
CNBC: Closing Bell
4/11/2024 7:38pm
... policy. and we've got programs that are going on that you would normally do after a recession. we are doing them prerecession. and so it would give me some confidence that we've got a bit of a tail wind, and i want to ...
FOX News: America Reports
4/11/2024 6:47pm
... is the highest since 2012. we are back at great recession levels in terms of where people are with their credit health. you also have a lot of grocery prices up on the screen there. that's great because people face those but where inflation is killing people now is actually on things like your home ...
CNBC: Power Lunch
4/11/2024 6:10pm
... they believe the peak in this rate cycle has been hit. 100%. i think the bar is high for them to tighten. look, i think the bottom line, and i keep coming back to this, is we're late in the economic cycle. we can all try to guess the timing of a recession, but we ...
CNBC: Power Lunch
4/11/2024 6:09pm
... we thought because there was a quicker tightening cycle, the economy would fall more quickly into a recession. that's not been the case because the consumer has that excess savings. a lot of consumer debt is in fixed rate mortgages, but you're seeing it start to impact lower consumers. ...
CNBC: The Exchange
4/11/2024 5:09pm
... and an expectation for a recession by the middle of the year. and that really hasn't panned out. the data has been extraordinary resilient. inflation remains high and sticky. so really, you look at ...
FOX News: Outnumbered
4/11/2024 4:26pm
... team. there are so many facts here. when democrats and the biden team took office, we were on the edge of a recession because of covid and eventually a year later because of the war in ...
CNBC: Fast Money Halftime Report
4/11/2024 4:09pm
... pmis are rebounding, labor is strong, the economy is strong. and, to rich's point as well, earnings, we've been in the earnings recession for the last two years. obviously earnings have strengthened and we're expecting, again, revised down ...
CNBC: Fast Money Halftime Report
4/11/2024 4:08pm
... evidence the fed will have to cut because the economy is deteriorating and we're actually seeing a re-acceleration in manufacturing. we've been in a manufacturing recession. it's been an expansion. jason snipe, khrinski says ...
CNBC: Squawk on the Street
4/11/2024 2:39pm
... technical recession. within advanced economies and emerging markets and the low income countries, there is now more visible divergence in economic fortunes and, of course, we see that also in the inflation front. some of the emerging markets ...
FOX News: Jesse Watters Primetime
4/11/2024 5:02am
... i got a washington, lincoln, fdr, reagan, all have in common. america was at war or in aamc recession and they puta the people first. they didn't worry about how history woulrecessiod judge the. bush 43 put it this way i'll ...
FOX News: Jesse Watters Primetime
4/11/2024 0:02am
... reagan have in common? america was at war in a recession and they put the people first. they did not worry about how history would judge them, bush 43 put it this way. i will let history take its course. the key for me was that i gave it my all. ...
CNBC: Closing Bell
4/10/2024 7:38pm
... physical than we saw last year in terms of the delta. is that going to be enough to trigger a recession? for us it is really the labor market starting to wink and in the u.s. obviously what we saw ...
CNBC: Fast Money Halftime Report
4/10/2024 4:29pm
... maybe that increases the chance of a recession longer. let me be blunt, folks, this is an opportunity to buy delta. we talked about this being a trade. it's a trade that's languished for a long time. ...
CNBC: Fast Money Halftime Report
4/10/2024 4:19pm
... even if rates get pushed off, but if earnings are good, isn't that still bullish for stocks? yes. it's all about earnings, profit margin expansion. we're coming out of the earnings recession. ...
CNBC: Squawk on the Street
4/10/2024 2:44pm
... these elevated yields again across the curve, back to november high, dollar stronger, i wonder if that starts to weaken the economy to a point we can look at rate cuts again? sarah we've been -- everyone is forecasting a recession, hard ...
CNBC: Squawk Box
4/10/2024 12:59pm
... has to do its job. the fed has always said it would risk a recession in order to get inflation under control. that's the right thing to do. they have to be tough. unfortunately, the progress that was being made has seemed to stall, and sometimes you got to say, tough noogies. that's the way life ...
CNBC: Squawk Box
4/10/2024 10:16am
... in a holistic sense, it can still continue to grow. we're not heading into a recession immediately. i thought we would start to see negative gdp by the third quarter. that's clearly not happening. there's still ammo-mentum amongst consumers, especially ...
CNBC: Squawk Box
4/10/2024 10:15am
... now -- it's a capitulation. yeah. there's only so many times you say i'm pushing out the recession call. what do you think when you're talking about one cut? from my perspective, they're ...
CNBC: Squawk Box
4/10/2024 10:14am
... ago, we would have seen exactly the same fed path cut rate. we were going to cut at each meeting for the rest of the year as well. friday when we got the payroll data, i finally threw in the towel on the recession call. i've been one of these guys ...
CNBC: Fast Money
4/9/2024 9:22pm
... this, no matter what business that you're in, so, my point is, at some point, that recession that had been sent away, is going to hit, or the fear of it, and you'll see a softening enterprise cycle. what was that tom hanks movie ...
CNBC: Closing Bell
4/9/2024 7:37pm
... producers and i'm quoting from the note here, the market is over adjusted 2 positive development over the course of last year, the decline of inflation from the heights of 2022 and the reseeding of worries about recession. you sound like you are stealing a page from jamie dimond where he suggests ...
FOX News: The Story With Martha MacCallum
4/9/2024 7:31pm
... and that is going to put the life of the young generation here at risk in danger. democracy is in recession unfortunately and authoritarian regimes are winning because of lack of ...
FOX News: America Reports
4/9/2024 6:38pm
... but what you said actually is tame in comparison to what the former vice president mike pence said about the announcement he posted on x saying 'president trump's recession is a slap in the face to those who voted for him in 2016 and 2020 ...
CNBC: The Exchange
4/9/2024 5:39pm
... thanks for being with me. happy to. most of us are looking for a soft landing or no recession. what does loan growth look like? yes. so we had muted loan growth for obvious reasons because of the rise in interest rates. i think we have had this unusual ...
CNBC: Closing Bell
4/8/2024 7:30pm
... does that sound outlandish to you? i think that's hard. the only way rates really move up is if inflation really all of a sudden the fed hasn't been able to get that in control, and you'd have to raise rates. by doing that, you're talking about a real recession in this ...
CNBC: Closing Bell
4/8/2024 7:29pm
... day the cost of that capital has gone up for companies. because of that you're going to have more issues. the fed's only going to lower rates when they see we're going in a recession, right? really, you think that? you don't think they'll just be able to do it because inflation is going to come ...
CNBC: Power Lunch
4/8/2024 6:26pm
... lastly housing is bottoming. we are all watching housing last year which saw a recession last year yet, the stocks did quite well but we are starting to see the results when it starts doing better. so you add it all up and earnings will be better, eight ...
CNBC: Fast Money Halftime Report
4/8/2024 4:14pm
... has caused the economy to go into a recession. right? so right now you can argue we are on borrowed time, and that's what jamie dimon argues. dimon takes issue that the ...
CNBC: Squawk on the Street
4/8/2024 2:45pm
... growth target this year. a ims still says china's economy growing in the 4s and still economic reports that come in weak than expected. on the u.s., she has been right in calling for a soft landing and no recession which now many other economists have caught up ...
CNBC: Squawk on the Street
4/8/2024 2:44pm
... financial system is generally quite strong. i don't -- things can always happen. there is always recession risk. geopolitical developments could create risk to our economy. but i think that we've got a ...
CNBC: Worldwide Exchange
4/8/2024 9:24am
... generally, households are in good financial shape. our financial system is generally quite strong. things can always happen. there is always recession risk. ...
FOX News: FOX and Friends Sunday
4/7/2024 12:11pm
... your home. will: and you will at the higher interest rates and get people coming due on their mortgage or worse construction market loans development loans, the longer this goes on with high interest rates try to tame inflation more we run a risk of recession of ...
CNBC: Fast Money
4/5/2024 9:06pm
... economy that can handle a major increase in interest rates and still deliver. so the question then becomes, is what does the earnings forecast look like for the rest of year. and i think if we look to what happened in 2023, most companies were worried about a recession ...
CNBC: Power Lunch
4/5/2024 6:35pm
... that is this. at the top of our broadcast today, we had a guest, former acting u.s. labor secretary who said this morning's job numbers put a stake in the heart of the recession argument. the economy is healthy. it is growing. ...
CNBC: Power Lunch
4/5/2024 6:15pm
... recession. less work is a recession. now, is there anything with the fed that we should garner from this report in terms of the time line for potential easing? do you see anything more clearly? well, if they saw recession ...
CNBC: Power Lunch
4/5/2024 6:14pm
... individual level. that people are less likely to be working than they were before. okay. the more that statistic goes in the current direction, in other words, the less employment we have per person, the more that would be a recession nar indicator? yes. almost the definition of ...
CNBC: Power Lunch
4/5/2024 6:14pm
... but mgovernors and ma yours hav issues of the expense of this. the big positives are that it's helping alleviate some of the stress in the labor market. but you are not convinced. right. i see a recession at the ...
FOX News: America Reports
4/5/2024 6:13pm
... sandra: nowhere near that. and secondly we are in recession which is not. sandra: so if i were to answer your question -- you yelled at me when i said the economics professional is wrong. you were yelling at me this is ...
CNBC: Power Lunch
4/5/2024 6:06pm
... workers who just got battered by the pandemic recession. health care did extremely well last month and always does well. it seems to be, you know, absolutely immune to anything that goes on in the economy. ...
CNBC: Power Lunch
4/5/2024 6:04pm
... effects of a pandemic recession. there is a sense of instability among working people in our country. they are also frustrated that corporate profits are as high as they are and their wages are not rising commensurately. ...
CNBC: Power Lunch
4/5/2024 6:01pm
... good to be with you. does this put a stake in the heart of those that expect a recession over the next 12 to 18 months. well, it doesn't put a stake in the heart of the people, but it definitely kills the argument that a recession is coming. there is absolutely no indication of a recession. ...
FOX News: America Reports
4/5/2024 5:28pm
... the fed expects later this year that inflation will return closer to the 2-2.5% range which they would be comfortable with and then they think maybe they can lower rates with fear of keeping them too light wow high for too long and a recession we ...