Stephen Stanley

Claudia Sahm, a chief economist at New Century Advisors with a background at the Federal Reserve, emphasizes the importance of calm amidst recession fears and the activation of the 'Sahm rule.' Sarah Hunt from Alpine Saxon Woods shares insights on trader behavior during market sell-offs and the Fed's rate-cutting trajectory. Andrew Hollenhorst of Citi and Stephen Stanley from Santander debate the urgency of rate reductions, exploring complex factors influencing economic health and Federal Reserve decisions in a shifting landscape.

In this insightful discussion, Jason Furman, a Harvard economic policy professor, delves into the ripple effects of tariffs on the economy. Stephen Stanley, Chief Economist at Santander, shares his analysis of how a US trade war could impact markets. Earl Davis, Head of Fixed Income at BMO, explores the ramifications for treasury sectors. Together, they unravel the complexities of trade policies, inflation dynamics, and energy market nuances, offering a comprehensive look at the current economic landscape.

Guests from BlackRock, Wedbush, and Maxim Group share insights on market expectations, Apple's WWDC, and inflation. Discussions include AI developments, Fed actions, and potential market reactions to monetary policy decisions.

Economists discuss inflation data and the Fed's focus, insights on FX weakness and US economic outlook, and a deep dive into streaming wars, Meta earnings, and tech regulation.

Guests include Mark McCormick, TD Bank Global Head of FX & EM Strategy, John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, and Stephen Stanley, Santander Chief US Economist. Topics discussed include the Bank of Japan loosening its grip on government bond yields, the resilience of the US consumer, the Israel-Hamas war, the recent surge in US treasury yields, and the impact of the Fed's rate hikes on the US economy.