Street Signals
By State Street
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Episodes: 120
Description
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.
| Episode | Date |
|---|---|
|
Trading Notes for '26
|
Dec 11, 2025 |
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The 12 Trades of Risk-mas: A 2026 Macro Outlook
|
Dec 04, 2025 |
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Imbalanced Accounts: Trade and Capital in 2025 with Brad Setser
|
Nov 20, 2025 |
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Global Competition and Its Trade Offs with Elliot Hentov
|
Nov 13, 2025 |
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Growth Beyond the AI Trade: Where Next?
|
Nov 06, 2025 |
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The US Dollar Downtrend: Dawn or Denouement?
|
Oct 30, 2025 |
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Convexity, Resilience and Building Better Brakes with David Dredge
|
Oct 23, 2025 |
|
Fundamentals Over FOMO: Value Investing in the Age of AI
|
Oct 16, 2025 |
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Shutdown Economics
|
Oct 09, 2025 |
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Constructing the Macro Mosaic with Mark Dow
|
Oct 02, 2025 |
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Do You Trust the Data?
|
Sep 25, 2025 |
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How Stretched Are Stocks?
|
Sep 18, 2025 |
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Gilt Trip: Budgets, UK Politics and the Path of Populism
|
Sep 11, 2025 |
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No More Fear Left for Fall?
|
Sep 04, 2025 |
|
Jackson Hole and Beyond: Labor Pains for the Fed
|
Aug 21, 2025 |
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The Buck Stops Where? FX Risk-Proofing for the Long Term
|
Aug 14, 2025 |
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Where Next on Inflation's Puzzling Path?
|
Aug 07, 2025 |
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The Summer 2025 Market Watchlist
|
Jul 31, 2025 |
|
Marvin Barth: The Framework of a Second American Century
|
Jul 17, 2025 |
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The Big Beautiful Podcast On Tax Cuts and Tariffs
|
Jul 10, 2025 |
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The Temperature Rises, Markets Keep Their Cool
|
Jun 26, 2025 |
|
Yuan Direction: Asian FX, Oil and the US Rate Outlook
|
Jun 19, 2025 |
|
Asset Allocation In the Age of Fragmentation
|
Jun 12, 2025 |
|
US Equities: Complacently Crowded or Suddenly Safe?
|
Jun 05, 2025 |
|
Craig Fuller: Tariffs and Twists in Global Supply Chains
|
May 29, 2025 |
|
Gold Rush 2.0: Putting the Pedal to the Metal
|
May 22, 2025 |
|
Dollar Discussions In The Desert
|
May 15, 2025 |
|
No Country For Old Macro Men
|
May 08, 2025 |
|
Repricing Markets for US Political Risk
|
May 01, 2025 |
|
Alberto Cavallo: Tracking the Price Impacts of US Tariffs
|
Apr 25, 2025 |
|
Bear With Us? Talking Markets Amidst the Maelstrom
|
Apr 17, 2025 |
|
Tariffs: The Price Is Fright
|
Apr 10, 2025 |
|
Trading Around Trade: A Risk Manager's Perspective
|
Apr 02, 2025 |
|
Tariffs, Targets and Tech: Asia's Pivotal Moment
|
Mar 27, 2025 |
|
How Doomed Is the Dollar?
|
Mar 20, 2025 |
|
The Ukraine Peace Process: Signpost to a New Global Order
|
Mar 13, 2025 |
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Tech Wreck 2025: Bubble Bursting or Buying Opportunity?
|
Mar 06, 2025 |
|
The Other Side in the Trade War
|
Feb 27, 2025 |
|
Tariffs, Truce Talks and 3-3-3: Flooding the Macro Zone
|
Feb 20, 2025 |
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Ben Ashby: Applying History’s Lessons to Today's Markets
|
Feb 13, 2025 |
|
Richard Windsor: DeepSeek and the AI Arms Race
|
Feb 06, 2025 |
|
Short-Term Market Turmoil, Long-Term Building Blocks
|
Jan 30, 2025 |
|
Trump vs the Bond Market: Who Blinks?
|
Jan 23, 2025 |
|
Ron O'Hanley: What Matters for Markets In 2025
|
Jan 16, 2025 |
|
Putting the Macro Consensus Under the Microscope
|
Jan 09, 2025 |
|
The Best Reads of 2024
|
Dec 19, 2024 |
|
Trading the Outlook for 2025
|
Dec 12, 2024 |
|
15 Ideas for '25: The Year Ahead Podcast
|
Dec 05, 2024 |
|
Trump Trades: What's In the Price?
|
Nov 21, 2024 |
|
Sébastien Page: Going Beyond Diversification
|
Nov 14, 2024 |
|
Election 2024: What's Next for Markets?
|
Nov 06, 2024 |
|
Fredrik Repton: Preparing Portfolios for Market Turbulence
|
Oct 31, 2024 |
|
Central Bank Digital Currencies: A Marriage of Convenience?
|
Oct 24, 2024 |
|
Martin Gurri: The Consequences of the Digital Age
|
Oct 17, 2024 |
|
China: Stimulus and Response
|
Oct 10, 2024 |
|
Easy Policies Don't Always Make For Easy Markets
|
Oct 03, 2024 |
|
From Polling to Portfolios: Assessing the Post-Election Market Landscape
|
Sep 26, 2024 |
|
Did Greedflation Fuel Post-Pandemic Price Rises?
|
Sep 19, 2024 |
|
Easing, Elections and the Experiences of a Veteran Trader
|
Sep 12, 2024 |
|
Asset Allocation: A Late 2024 Balancing Act
|
Sep 05, 2024 |
|
Jackson Hole: An Easier Message Ahead?
|
Aug 21, 2024 |
|
Four Themes Driving Summer Markets
|
Aug 15, 2024 |
|
Summer Volatility Is Back – Will It Last?
|
Aug 08, 2024 |
|
Market Rotation: Healthy or Harmful?
|
Aug 01, 2024 |
|
Conviction Views for Quiet Markets
|
Jul 25, 2024 |
|
A Mid-Year Report Card for Emerging Markets
|
Jul 18, 2024 |
|
US Inflation Explained: Where We've Been and Where It's Going
|
Jul 11, 2024 |
|
Toby Nangle: Asset Allocation in a High-Rate Era
|
Jul 02, 2024 |
|
Dan Drezner: Financial Markets and the Road to the Oval Office
|
Jun 27, 2024 |
|
Helen Thomas: The 2024 UK General Election and the Turning Political Tide
|
Jun 18, 2024 |
|
The 2024 Election Super Cycle
|
Jun 13, 2024 |
|
Shark Tank 2024: The Best Trade Ideas for the Rest of the Year
|
Jun 06, 2024 |
|
China and India: A Year of Transition
|
May 30, 2024 |
|
Harley Bassman: What One-And-Done From the Fed Means for Rate Markets
|
May 23, 2024 |
|
Mark Sobel: Currency Diplomacy and Dollar Dominance
|
May 16, 2024 |
|
Consumer Concerns: What Are Earnings Telling Us?
|
May 09, 2024 |
|
Searching for Safe Havens
|
May 02, 2024 |
|
Are Rate Hikes Back On The Table?
|
Apr 25, 2024 |
|
Claudia Sahm: The US Consumer, Inflation and the Fed's Response
|
Apr 18, 2024 |
|
Can China Avoid the Japan Trap?
|
Apr 11, 2024 |
|
View From The Trading Desk: After A Stellar Q1, What to Make of Q2?
|
Apr 04, 2024 |
|
Alberto Cavallo: Are We At An Inflation Inflection Point?
|
Mar 28, 2024 |
|
How Long Can Carry Remain King?
|
Mar 21, 2024 |
|
Any Better for Bonds?
|
Mar 14, 2024 |
|
Brent Donnelly: Carry On Trading
|
Mar 07, 2024 |
|
Election 2024: Navigating the Twists and Turns of the US Election Cycle
|
Feb 29, 2024 |
|
Preston Mui: Unpacking the Productivity Puzzle
|
Feb 22, 2024 |
|
Mark Dow: Making Sense of Macro Narratives
|
Feb 15, 2024 |
|
Tech Stocks and the AI Investing Frontier
|
Feb 08, 2024 |
|
Last Year's Surprises Meet This Year's Markets
|
Feb 01, 2024 |
|
Coming In For A (Soft) Landing
|
Jan 25, 2024 |
|
Ballots and Borders: Geopolitics In Focus
|
Jan 18, 2024 |
|
Markets Get Back To Work - What's Changed?
|
Jan 11, 2024 |
|
The Best Reads of 2023
|
Dec 21, 2023 |
|
2024 Roundtable: Like Spinning Plates
|
Dec 14, 2023 |
|
Special Edition: 5 Themes and 15 Ideas for 2024
|
Dec 11, 2023 |
|
How Much Will 2024 Look Like 2023?
|
Dec 07, 2023 |
|
Central Bank Policy Tones On the Turn - An AI-Based Approach
|
Nov 30, 2023 |
|
Why Are FX Markets So Quiet?
|
Nov 16, 2023 |
|
The 30,000 Foot View from our Research Conferences
|
Nov 09, 2023 |
|
Stocks Finely Balanced For Year End
|
Nov 02, 2023 |
|
How Much Debt Is Too Much Debt?
|
Oct 26, 2023 |
|
Middle East Conflict and Geopolitical Fragmentation
|
Oct 19, 2023 |
|
Is It Time To Buy Bonds?
|
Oct 12, 2023 |
|
View From the Trading Desk: Looking For Breaking Points
|
Oct 05, 2023 |
|
The Dollar-Oil Double Whammy
|
Sep 28, 2023 |
|
Global inflation trends - do rising energy prices block the path back to normal?
|
Sep 21, 2023 |
|
From Dotcoms to De-Dollarization
|
Sep 14, 2023 |
|
The hard questions to ask about a soft landing
|
Sep 07, 2023 |
|
Five things to focus on as summer flies by
|
Aug 23, 2023 |
|
Hard landing, immaculate disinflation or something else? What a trader makes of these markets
|
Aug 17, 2023 |
|
Tech Stocks - Seasonal Swoon or Further FOMO?
|
Aug 10, 2023 |
|
American exceptionalism, the Fed and the fate of the US dollar
|
Aug 03, 2023 |
|
Assessing current geopolitcal risks
|
Jul 27, 2023 |
|
Fed running a tight ship
|
Jul 20, 2023 |
|
What's next for China?
|
Jul 13, 2023 |
|
Recession reality check
|
Jul 06, 2023 |
|
Portfolio construction in ambiguous investment regimes
|
Jun 29, 2023 |
|
Are we at a turning point with inflation?
|
Jun 21, 2023 |
|
Street Signals - A Weekly Podcast Filled With Market Signals Goes Public!
|
Jun 13, 2023 |