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PODCAST

Street Signals

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

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All Episodes

34:15

Asset Allocation In the Age of Fragmentation

Street Signals ·

2025/06/12

Coming to you from our London Research Retreat, this week's episode of Street Signals explores the ongoing fragmentation in the global political economy and its implications for asset managers and asset owners. In a panel discussion with host Tim Graf, guests Elliot Hentov, head of macro policy research at State Street Global Advisors, and Ramu Thiagarajan, head of Thought Leadership at State Street, discuss how traditional correlation structures are breaking down, drawing parallels to the macro

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28:48

US Equities: Complacently Crowded or Suddenly Safe?

Street Signals ·

2025/06/05

Quantified measures of US trade and economic policy uncertainty are no longer at all-time highs, yet the global growth outlook for the rest of 2025 can still only be judged through a glass darkly. Indigestion of expanded supply in global fixed income markets similarly clouds the appeal of risky assets. Which makes the resilience of equity markets, and particularly the reversal in US stocks back towards all-time highs, all the more impressive. Marija Veitmane, our global head of equity strategy,

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52:09

Craig Fuller: Tariffs and Twists in Global Supply Chains

Street Signals ·

2025/05/29

The near-constant fluctuation of tariff rates and their implementation dates has rendered economic forecasting an exercise in futility, at both the macro and micro level. But when supply chain disruptions loom, it’s best to hear from Craig Fuller, CEO and founder of FreightWaves, a provider of near real-time data and analysis on all phases of delivery in the global goods economy. From container shipping and port data to domestic trucking rates, the insights provided by Craig and his team are

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34:41

Gold Rush 2.0: Putting the Pedal to the Metal

Street Signals ·

2025/05/22

Robin Tsui, APAC Gold Strategist at State Street Global Advisors, joins the podcast to break down what’s driving the surge in demand for gold over the past three years. From inflation fears to geopolitical risk, gold has reclaimed its shine as both a safe haven and strategic asset. Robin explains how central bank buying, ETF flows, and shifting investor sentiment are shaping the gold market—and what it could mean for the rest of 2025. Whether you’re a bullion believer or a curious

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20:48

Dollar Discussions In The Desert

Street Signals ·

2025/05/15

This week, we take Street Signals on the road. As we travel through four countries in the Middle East, Dale Haver, Global Head of FX Sales at State Street Markets, joins us for a quick but expansive chat on FX markets past and present. We talk through the most impactful evolutions in the client experience over a long career in currencies, as well as what's on the horizon. Current markets are never far from our minds though - especially given a certain US President seems to be following us around the

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26:49

No Country For Old Macro Men

Street Signals ·

2025/05/08

After an episode of extreme, headline-driven volatility in April, financial markets have shifted to docility in May. Position risks in equity and FX markets are now much reduced and, absent further clarity on US trade and fiscal policies, a wait-and-see approach is the order of the day. Fatigue has set in and, as our guest this week, Lee Ferridge, Head of Macro Strategy for the Americas at State Street Markets, notes, high conviction views are in short supply. This week, we think about how to

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33:52

Repricing Markets for US Political Risk

Street Signals ·

2025/05/01

Underperformance of US Treasuries and the dollar during recent market turmoil begs the question of whether the safe haven status of the US, long taken for granted, will be as easily conferred in future times of trouble. Following the imposition of larger than expected tariffs on US trade partners, It served as a warning that US assets and the currency might require higher risk premia than previously appreciated. Mark Rosenberg, in his capacity as co-founder and CEO of GeoQuant, has considered and

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32:21

Alberto Cavallo: Tracking the Price Impacts of US...

Street Signals ·

2025/04/25

As financial markets continue to adjust for the ramifications of a global reordering of trade relationships, the first evidence of the impact of tariffs on consumer prices is starting to emerge. Drawing on work that offers an almost real-time monitor of online goods prices, Professor Alberto Cavallo from Harvard Business School and co-founder of PriceStats is back on the podcast to discuss his work in measuring inflation trends past and present. Alberto and his colleagues have already written new,

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41:44

Bear With Us? Talking Markets Amidst the Maelstrom

Street Signals ·

2025/04/17

Market volatility is subsiding but risk managers are still determining whether the recent, sharp moves and unusual correlation dynamics in stocks, bonds and currencies have run their course, or if they were preludes to upsets to come. The trade discussion is sure to roll on for the next several months and fiscal policy dynamics are likely to evolve in ways markets must consider. The key question is whether the repricing thus far across assets is sufficient. This week, Street Signals changes its

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34:20

Tariffs: The Price Is Fright

Street Signals ·

2025/04/10

Having underestimated the breadth and size of trade barriers imposed by the United States on all its trading partners, markets continue to come to grips with the short and long term implications across assets, while economists and observers try to wrap their heads around what the global trading system, with the US dollar sitting at its center, will look like in the coming months and years. Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors joins the podcast this week,

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23:22

Trading Around Trade: A Risk Manager's Perspective

Street Signals ·

2025/04/02

By the end of today, economists and financial market participants are hoping to be in a better position to understand and assess the impact of proposed tariffs on the United States’ largest trading partners. Of course, if the last three months are any guide, all such news on trade is subject to negotiation and compromise. Having had to deal with a barrage of ever-evolving headlines since the start of 2025, Dan Mazza, head of FX Forwards trading in the Americas, joins the podcast, to discuss

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29:30

Tariffs, Targets and Tech: Asia's Pivotal Moment

Street Signals ·

2025/03/27

While US trade and fiscal policy dominate the popular discourse, recent developments across Asia have the potential to be every bit as consequential for FX and equity market returns. Newly announced economic measures from China’s National People’s Congress, the emergence of DeepSeek’s large language model and Japan’s policy choices carry both intra- and inter-regional implications for the macro outlook. This week’s guest, Ben Luk, a senior multi-asset strategist for

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28:20

How Doomed Is the Dollar?

Street Signals ·

2025/03/20

The recent reversals in the US dollar, US rates and US equities have been sharp and rapid. A growing sense that not all is well with the US consumer, as well as a shift in policy prioritization, favoring fiscal consolidation now in the name of expansion later, are largely to blame. At the same time, the European policy mix is looking far more supportive of European assets and the EUR than previously imagined. But how much of these relative reassessments are now in the price? And are there political

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30:18

The Ukraine Peace Process: Signpost to a New Global...

Street Signals ·

2025/03/13

The breakdown in communication between the US and Ukraine two weeks ago, for all the world to see, raises myriad questions, from the near-term state of the peace process in the Ukraine War, to the further-reaching framework of great power dynamics. As our guest this week details, the roles played in an emergent world order by the US, Europe, Russia and China are in flux, and we face potentially the most momentous geopolitical reorientation since the collapse of the Soviet Union. Tsveta Petrova is a

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25:44

Tech Wreck 2025: Bubbling Bursting or Buying...

Street Signals ·

2025/03/06

Consensus trades have been put to the sword. Expectations for higher rates, a stronger US dollar, crypto currencies to the moon and especially US tech stock outperformance have all floundered on the rocks of political uncertainty, rising fears of a US growth scare and worries over both overvaluation of stocks and future investment needs for AI and other drivers of the IT story. How many of these concerns are valid and which are worth looking through? Cayla Seder, a senior strategist from our team in

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29:54

The Other Side in the Trade War

Street Signals ·

2025/02/27

Amidst rising tensions and trade tariffs, market discussion often lands on how rising costs of US imports will affect the American consumer, the US balance of trade, inflation and what it all means for the US dollar. The perspectives of the emerging markets as targets in a potential trade war often get overlooked. With a moratorium on tariffs on Mexico due to expire next week and further duties set to be imposed elsewhere over the next month, we refocus the lens on to the other side of the trade war

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29:24

Tariffs, Truce Talks and 3-3-3: Flooding the Macro Zone

Street Signals ·

2025/02/20

Financial markets cannot get a break from headlines. The Trump Administration is rolling out – and in some cases rolling back – trade tariffs at a frenzied pace. Negotiations over peace in Ukraine are only just beginning, with the shape of a resolution anyone’s guess. Fiscal policy is also front and center for bonds, with curbing deficits looking increasingly difficult as defense spending needs and the desire for growth-based policies rise. Ennui prevails as markets seem unwilling

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38:50

Ben Ashby: Applying History’s Lessons to Today's Markets

Street Signals ·

2025/02/13

From interest rate cycles to equity valuations, long-term market trends follow a rhythm that shapes global macro—often in ways that aren’t immediately obvious. Add AI’s growing influence and political uncertainty, and navigating today’s landscape becomes even trickier. This week, Ben Ashby, CIO of Henderson Rowe, joins the podcast to break it all down. A keen student of market history, Ben shares insights from a career of cross-asset investing — revealing how the past

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34:43

Richard Windsor: DeepSeek and the AI Arms Race

Street Signals ·

2025/02/06

Last week's emergence of DeepSeek, a Chinese AI model promising transformative cost savings and strong performance relative to other large language models, posed a wide array of long-term questions. Does DeepSeek's emergence represent a game-changer for the industry? What geopolitical implications might it have? And, how impregnable are the moats around the existing, large competitors in the IT ecosystem? This week, to discuss these questions as well as the future of the AI industry, we are pleased

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33:36

Short-Term Market Turmoil, Long-Term Building Blocks

Street Signals ·

2025/01/30

A tricky few weeks in markets are putting several of the consensus trades to the sword. As investors grapple with mixed signals and increasing bifurcation within the global economic outlook, politics and an emerging AI arms race are becoming more prominent in driving day-to-day shifts in returns and sentiment, making the long view all the more important. In this special roundtable edition of the podcast, we sit down with Simona Mocuta, Altaf Kassam and Jenn Bender from the research and strategy team

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118 results

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