
Stephen Stanley
Chief Economist at Santander who analyzes labor market dynamics, inflation risks and appropriate monetary policy stance, including views on neutral rates and Fed behavior.
Top 5 podcasts with Stephen Stanley
Ranked by the Snipd community

30 snips
Sep 23, 2025 • 32min
Bloomberg Surveillance TV: September 23rd, 2025
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, dives into market concentration and the implications for active investors. She highlights dispersion and the challenges of stock-picking. Kristen Bitterly from Citi discusses asset allocation strategies, urging a quality bias while navigating the landscape of potential rate cuts. Stephen Stanley, Chief Economist at Santander, analyzes labor market dynamics and risks of inflation, questioning if current Fed policies are appropriate. A lively discussion filled with valuable insights!

13 snips
Jul 29, 2025 • 23min
Bloomberg Surveillance TV: July 29th, 2025
Mike Wilson, Chief US Equity Strategist at Morgan Stanley, shares insights on the optimistic market recovery, driven by factors like a weaker dollar and earnings revisions. Stephen Stanley, Chief U.S. Economist at Santander, discusses the White House's economic rebalancing efforts and the importance of labor data amidst ongoing trade negotiations. Kevin Gordon from Charles Schwab highlights the interplay between corporate earnings and labor market trends, examining how tariffs affect hiring and investment strategies across regions.

Aug 5, 2024 • 28min
Bloomberg Surveillance TV: August 5, 2024
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.

Feb 3, 2025 • 23min
Bloomberg Surveillance TV: February 3, 2025
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.

Jun 11, 2024 • 32min
Bloomberg Surveillance TV: June 11, 2024
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.