Σχετικά με αυτό το podcast
Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.
Επεισόδια
Τα νεότερα 20 από 153 επεισόδια
- Sniffing Out Market Volatility · 30 λεπ.Big headlines have come and gone in 2026, but markets have barely blinked. This week we explore why volatility remains so subdued, what investors may be overlooking and the macro…
- Yen, Rates and Capital Flows: The View from Tokyo · 33 λεπ.Japanese life insurers manage one of the largest pools of foreign savings in the world, and their decisions about where to put it and whether to hedge it ripple through global…
- The AI Quotient: Using Machines To Make Better Decisions · 34 λεπ.Nearly four years after the release of the first widely available large language models, the investing implications of artificial intelligence have so far been clear: it has been…
- Bytes, Bonds and the Yen: The Big Picture In FX · 33 λεπ.It's easy to get side-tracked by the day-to-day minutiae of markets, and taking a step back to get the bigger picture is often a good idea. Chris Pizzotti, Global Head of FX…
- There's Something About Carry · 17 λεπ.FX carry trades - earning the yield spread available between two typically risky and safe currencies - is a long-standing theme in markets, which has also enjoyed excellent…
- Does AI Need To Break To Contain Inflation? · 28 λεπ.Last week's strong US CPI data left a Fed rate hike this week a foregone conclusion and likely inaugurates at least a modest hiking cycle. Inflation pressures are broad and not…
- Yen In Black · 24 λεπ.After years of the market anticipating strength in the Japanese yen, it might finally be here. Aided by official Japanese intervention in the currency and hints of collaboration…
- Understanding the Rate Market Turmoil · 28 λεπ.Almost no matter where you look, bond yields are making new multi-decade highs, with concerns growing that rising debt servicing costs in high debt economies risk a snow-balling…
- Jackson Hole 2026: Questions of Clarity and Credibility · 29 λεπ.August often brings important messaging shifts from the Federal Reserve, with their Jackson Hole Symposium, scheduled for 28-29 August, the usual forum. And we often speak to…
- Cross-Market Signals for the Summer · 18 λεπ.As markets enter vacation mode, this week's podcast presents our annual summer overview of the proprietary indicators available from State Street Markets and how they map to the…
- Marvin Barth: US Productivity, From Greenspan to Warsh · 51 λεπ.The passing of Alan Greenspan last month and confirmation of Kevin Warsh as Federal Reserve Chairman in May bookend two booms is US productivity: the mass networking of computing…
- Sir Ben Wallace: Defense, Deterrence and Lessons of Modern Warfare · 48 λεπ.The need for robust and enhanced defense spending in an increasingly fragmented world is a policy objective agreed upon across the political divide. Few are better positioned to…
- Mick Mulvaney: Policy, Polarization and Political Legacy · 38 λεπ.With so many unanswered questions about the direction of US domestic politics and the role the United States now plays in the world, few can bring the experience and depth of…
- Alastair Campbell: Leadership, Media and the Populist Moment · 37 λεπ.Few people are better positioned to comment on current trends in media and politics than Alastair Campbell. After a long career in journalism and politics, serving as UK Prime…
- Street Signals Turns 3! · 43 λεπ.As the podcast starts its fourth year, we take a look back this week: to its origins, how the content and message have changed over the years, what guests stood out as formative…
- A New Chapter for US and China? · 34 λεπ.This week we explore the evolving US-China relationship and the drivers of the stellar equity market performance in Asia this year, joined by Dwyfor Evans, Head of Macro Strategy…
- The RINO In the Room: Concentration Risks in Equities · 30 λεπ.As impressive the recent bounce in stocks has been, it is a Rally In Name Only. Large cap tech companies dominate returns, while almost everything else - whether at a country or…
- Are We In A New Inflation Regime? · 32 λεπ.To kick off State Street’s series of global research events, we are joined by research partner Alberto Cavallo, co-founder of PriceStats and Professor of Business Administration…
- Strait Talk: Oil, Macro and the Political Economy · 31 λεπ.Wednesday’s hopeful news of a possible end to hostilities in Iran and opening of the Strait of Hormuz comes just as the macro impact of events is starting to be felt and seen in…
- US Stocks: Stick or Twist? · 42 λεπ.Short-term market conditions remain subject to the headlines. Long-term questions of US equity market performance and whether investors require a rethink of their asset…
