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Home Business

A lot of S&P stocks haven’t priced in the recession narrative: Morgan Stanley’s Shalett

CNBC Television by CNBC Television
August 23, 2022
in Business
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A lot of S&P stocks haven’t priced in the recession narrative: Morgan Stanley’s Shalett
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Lisa Shalett, Morgan Stanley Wealth Management CIO, joins ‘Squawk on the Street’ to discuss what the ECB’s decision to raise rates means for markets, how Shalett is currently advising the company’s clients, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO:

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Comments 41

  1. CHRISTOS IOANNIDIS says:
    3 years ago

    A serious voice, thank you GOD.

  2. Kiley Cheng says:
    3 years ago

    I'm looking for a caring, honest man to share my life with

  3. Chebbi Emna says:
    3 years ago

    Maybe we're having two bear markets…. successively. Like two galaxies intertwining giving a different type of Galaxy

  4. Michael Hernandez says:
    3 years ago

    The wisest thing that should be on everyone's mind currently should be to invest in different streams of income that doesn't depend on the govt. Especially with the current economic crisis around the world. This is still a good time to invest in Gold, Silver and digital currencies (BTC,ETH…)

  5. 357magnum says:
    3 years ago

    I want a recession. Businesses have to be affordable at some point

  6. Dr. Plankton says:
    3 years ago

    finally a decent analyst

  7. Jesse K says:
    3 years ago

    Even a broken clock is right twice a day

  8. Rabota Datel says:
    3 years ago

    Either we have a recession then E will come down and Ponzi stonks will crash or we have no recession and the inflation will stay for a while and the FED will burst the Ponzi stonk bubble. Checkmate for stupide BTFD FOMO tards.

  9. shelly white says:
    3 years ago

    I am new to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 75K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities

  10. Bill richeter says:
    3 years ago

    B's. These so called financial experts are always late. They always menthekr predictions after the fact. By the way s and p hit median loss for a recession. So it is priced in. Don't know why these morons get paid

  11. bigsidable says:
    3 years ago

    This started in 2021. As soon as the FED started trimming and raising. That when the Recession started.

  12. Options Professor 1-929-LQT-DSAN says:
    3 years ago

    Gold is up $15 so we all know what the Federal Reserve is going to do .I think the market is over bought and once an adult will step into the room I mean Federal reserve chairman Mr. Jerome Powell he is going to ruin the party by raising rates to stop inflation. So before he walks in my trade is selling way out of the money short calls spreads for SPY strike price 398 short calls and 405 long calls expiration date 7/29/22

  13. bigsidable says:
    3 years ago

    The whole world is going through some serious economic challenges. From Covid to the War. You can’t expect a whole lot of smash mouth growth. That just being ignorant. It’s going to take some serious time to get back before Covid. But no telling about this war. Who will be The Last Man Standing. Zelinsky or Poo Head Putin.

  14. Somerset Bassett says:
    3 years ago

    I can't but help wonder when these "analysts" who have a horse in the race, say sell sell are they just lowering the price so they can buy back in.

  15. Han Soh says:
    3 years ago

    No one exudes less confidence than this lady…Eesh.

  16. Thomas Shelby says:
    3 years ago

    Bull run is starting again. We’ll see new highs in 2023

  17. 437thx1138 says:
    3 years ago

    Just stopped by to see the graph of rich peoples feelings

  18. Scott Robinson says:
    3 years ago

    These mainstream economists have not been correct through any of this Covid/global turmoil economy. They are still using boomer era logic, and it simply doesn't apply anymore. The dollar 💵 is not the almighty savior anymore, and they can't wrap their heads around that.

  19. Dayne Holt says:
    3 years ago

    Don't buy yet, don't sell, sit on your assets for a few more months. End of 2022 / Early 2023 will be closer to the bottom. Best wishes, good luck all.

  20. official gong Yoo says:
    3 years ago

    I HAVE INCURRED SO MUCH LOSSES TRADING ON MY OWN…I TRADE WELL ON DEMO BUT I THINK THE REAL MARKET IS MANIPULATED… CAN ANYONE HELP ME OUT OR AT LEAST TELL ME WHAT I'M DOING WRONG ?

  21. A step at a time. kvarn says:
    3 years ago

    we are at the bottom. it was a supply issue. buy buy

  22. Math Solutions For You says:
    3 years ago

    it's just hard to say what's priced in versus what's not….the way the market is trading right now, it seems to be based on the assumption inflation has peaked and things are only going to get better from here. if that's not the case, I can see further drops with Fed getting more aggressive and US falling to a recession. but if inflation is slowing already, I dont think Fed will keep tightening….they will probably have one or two rate hikes and hold it there

  23. Janice Walker says:
    3 years ago

    Its natural< to see so many investors panic amid a worsening bearish market but it is also important to note that the market situation is nothing new in the crypto world.Several factors are driving negative sentiment in the stock and crypto markets right now including inflation, a shaky stock market, rising interest rates, and recession fears. As a result, bitcoin has dropped significantly from its all-time high, breaking below several key technical levels. As a crypto investor, the current situation might seem bleak. However, there are several tried and tested, expert-suggested investment strategies that can help you weather the current crypto storm. In 2 weeks of shorting and trading with signals directly from Carolyn Halles, I have been able to accumulate 15 btc despite the state of the market.

  24. Indiana Lori says:
    3 years ago

    The crypto /stock market has been under pressure for months. As investors seem to have panicked, the number of crypto liquidations has been high. If you can time the market right, trading crypto can give you much higher returns than Hodling or from traditional investments. I buy and just trade long term more than ever, I have made over 16` btc from day trading with Katherine Penny Mandell Crypto in few weeks this is one of the best medium to backup your assets incase it goes bearish…

  25. Milly K says:
    3 years ago

    Last year taught everyone that investing in different streams of income should be a necessity because your proceeds could help you get through the rainy days. My utmost concern is every time I buy a stock that's supposed to be a big hit it ends up dropping and just never moving again

  26. Dove Daniels says:
    3 years ago

    exactly…

  27. o'neil jerry says:
    3 years ago

    Every single bear (U.S.) market eventually recovered and hit new ATHs, and every stock investor wished they bought more during the sell-off.
    Buffett bought $600 million more $AAPL during a 3 day sell-off in Q1 2022.
    The wealthy get this and it's 1 reason they keep getting richer

  28. Nilesh Singhania says:
    3 years ago

    When is a good time to buy? Answer is always same "Now"

  29. Allen Hubbard says:
    3 years ago

    Insightful Video I was really hopeful of my investments this year, but all my plans has been disoriented, I've been studying the market crashes and I realized some investors made millions from the recent 2008 recession and I was wondering if such success rate could be achieved in this present market

  30. Brittany Myles says:
    3 years ago

    Investment has since the beginning of the world been the lodge for physical wealth and trading is the most liquid way to achieve proper investment plans when real estate is not in play. I’ve invested all my life so has my husband. When you trade with an expert like John darry you’re sure guaranteed of earning good profits so my Advice is do it and see good results quick

  31. Donny Marshal’s says:
    3 years ago

    I’ve never heard of any billionaire or millionaire who got rich accidentally it’s all premeditated. This brings me to why investing holds the most power when it comes to real wealth. What you do today determines your future financial status, I’m glad I started investing with Mr pen larry a long time ago and have made a way for myself and family.

  32. Michelle Brown says:
    3 years ago

    most people think….. investing in crypto is all about buying coin and leave it to rise, common it's takes much analysis to be a successful crypto trader.

  33. Luke smith-man says:
    3 years ago

    It’s said that “if you stand for nothing, you fall for anything” if you truly stand for crypto as the future of money and financial stability then this is your time to take a swop with the dip in crypto assets. I recommend you invest with a professional financial assistant to make your investment a smooth one, Mr John darry is the best of them all, as I’m an investment contract with him and have earned huge profits in the long run.

  34. Jhon Macra Imbana Jokora says:
    3 years ago

    We retail investors don't care anymore. We just want to continue buying regularly. I heard this local saying where I live "if you're already wet, might as well take the full bath"

  35. Dean Albertson says:
    3 years ago

    As long as the Fed is raising rates, stocks will likely go lower. Stocks were recently at all time highs, so there is plenty of room on the downside. She makes a good point about selling winners and losers to balance out, for tax purposes.

  36. Crypto clique says:
    3 years ago

    If you’re opportune to find a trader like Mr john darry who’s trading records are well known to be strictly a winning streak for clients around the world, then I consider you lucky like myself couldn’t be more luckier with the increase in fake traders investors who aren’t careful enough might face a loss.

  37. Dennis M says:
    3 years ago

    SNAP priced in something 😄

  38. simple j says:
    3 years ago

    Inflation is reality around the world, may be a permanent part of our life

  39. Julia Wagner says:
    3 years ago

    This's a great time to invest, though the market appears to be going through a major correction. Whales move the market, regardless of whose holding. They have lots of cash on hand right now from all the sell-offs and waiting for a buying opportunity that will push the price up. Spent my 30s investing in several stocks. Lately discovered crypto and that's the best thing I did for myself.
    Invest smartly using dollar cost averaging..

  40. Message-Penlarry1 Ontelegram says:
    3 years ago

    Want to make 👆🏾👆🏾👆🏾10x profits in crypto??

  41. Joe F says:
    3 years ago

    50% say market will go up and 50% say market will go down

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