Ellen Zentner

Ellen Zentner, Chief Economist Strategist at Morgan Stanley, shares her insights on tariffs and Federal Reserve independence. She highlights the unexpected resilience of businesses amidst trade uncertainties and explores the complexities of economic data integrity. Ellen reflects on her unique journey from Texas to Wall Street, discussing the critical role of mentorship and AI in thematic investing. The conversation touches on the influence of demographic trends like Gen Z on the economy and the importance of maintaining independent monetary policy to safeguard against instability.

Ellen Zentner, Chief Economic Strategist at Morgan Stanley, offers insights into the stuck U.S. housing market. She explains why recent Fed rate cuts may not lower mortgage rates, creating challenges for buyers. Ellen discusses the urgent need for 18 million new housing units by 2030 and the rising trend of households shifting toward renting due to affordability issues. Additionally, internal migration trends and opportunities in single-family rentals and fintech are explored, highlighting current dynamics affecting investors.

Professor Jeremy Siegel from Wharton shares his insights on potential catalysts for stock recovery, emphasizing the nuanced relationship between tariffs and inflation. Bryn Talkington discusses strategic market approaches amidst shifting economic tides, while Ellen Zentner sheds light on the Federal Reserve’s impacts. Together, they explore tech stocks like Apple and the competitive landscape against giants like NVIDIA. The conversation also touches on tactical considerations for investors as September approaches, highlighting both opportunities and risks in a volatile market.

Ellen Zentner, Chief Economic Strategist at Morgan Stanley, and Rebecca Patterson, former Chief Investment Strategist at Bridgewater, join the conversation. They delve into the surprising strength of the labor market and its implications for Federal Reserve policies. The duo also discusses the wealth effect on consumer behavior amidst inflation. Their insights shed light on the relationship between economic dynamics and tech trends, particularly the evolving influence of AI on market predictions and investment strategies.

Claudia Sahm, Chief Economist at New Century Advisors, discusses the latest jobs report and its implications for the U.S. economy. Ellen Zentner, Chief Economic Strategist at Morgan Stanley, analyzes consumer behavior and the effects of economic policies. Rebecca Patterson, former Chief Investment Strategist at Bridgewater, shares insights on market trends and investment strategies. The conversation covers wage growth, inflation concerns, the impact of interest rate decisions, and the role of immigration in addressing labor shortages.