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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

19:44

How Long Can Carry Remain King?

Street Signals ·

2024/03/21

Low and stable currency market volatility is feeding interest in yield-seeking strategies to a degree not seen in years. How long can the good times last and carry remain king? This week, we put the current period of low FX volatility into historic market context and note any early warning signs of a change in fortunes for strategies that sell volatility and earn yield. Fred Goodwin makes a cameo contribution, to offer a final, cautionary note on the specific dynamics in emerging markets.See

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29:39

Any Better for Bonds?

Street Signals ·

2024/03/14

Last October, we did an episode asking whether it was a good time to buy bonds answering, 'Yes, it probably was', with the release date marking the 16 year high in US Treasury yields. Talk about good timing. But after a 10% gain into year end, the last two months have been more challenging for global fixed income. Resilient data in the US and elsewhere have deferred expectations for easing in the large developed economies. Equities have loved the good news but the best you can say for bonds is that

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48:57

Brent Donnelly: Carry On Trading

Street Signals ·

2024/03/07

With decades of experience as an FX trader, portfolio manager and writer, Brent Donnelly, president of Spectra Markets, is an ideal guest for a period when currency markets are quiet, range-bound and looking for inspiration. We walk through his career path, particularly how he has adapted to changing market regimes and worked to counteract behavioral biases over the years. And, with central bank policy still the dominant factor in the market mindset, driving activity over short and long term

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39:21

Election 2024: Navigating the Twists and Turns of the...

Street Signals ·

2024/02/29

The 2024 US election cycle has begun in earnest, with next week's Super Tuesday primaries likely to solidify Joe Biden and Donald Trump as their respective parties' nominees for President. Elliot Hentov from State Street Global Advisors rejoins the podcast, cutting through the hype cycle to offer a more informed read of polling, the likely balance of power and possibility in the outcomes across executive and legislative elections and the exogenous events that could influence the process along the

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35:32

Preston Mui: Unpacking the Productivity Puzzle

Street Signals ·

2024/02/22

Preston Mui, a senior economist at Employ America, joins us this week, to dive into the improving trend in US productivity growth. Drawing on a recent paper highlighting parallels to the 1990s productivity boom, Mui emphasizes that whether we witness another boom in productivity hinges not on fate, but on policy decisions. He underscores the importance of tight labor markets, robust investment, and a stable supply of essentials to keep inflation at bay in nurturing productivity.Preston's paper,

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50:18

Mark Dow: Making Sense of Macro Narratives

Street Signals ·

2024/02/15

In a long career as an economist and trader, Mark Dow has seen almost everything. With one eye always on the narratives and behavioral elements that drive price, his commentary is an ideal complement to our own research. In a far-reaching conversation, we discuss his process, how it has evolved over the years, his always-insightful analysis of monetary policy frameworks past and present and the best opportunities Mark sees in markets in the weeks and months ahead. Mark is always Tweeting his

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24:59

Tech Stocks and the AI Investing Frontier

Street Signals ·

2024/02/08

The technology sector has no shortage of positives backing it and the applications of artificial intelligence across tech and other sectors present us with mind-boggling possibilities. But questions of valuation and concentration risk arise given how positive the consensus has become. It takes two strategists to help us sort it out, with Anthi Tsouvali from State Street Global Markets and Rebecca Chesworth from State Street Global Advisors joining us this week, to discuss the strengths and potential

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19:41

Last Year's Surprises Meet This Year's Markets

Street Signals ·

2024/02/01

And the end of 2023, Michael Metcalfe, our global head of macro strategy, published a piece highlighting where our research offered a differential to market consensus throughout the year. This week, he is back on the podcast to talk about where those potential surprises may or may not be resolving and what investors can expect as a consequence, with narratives and trends forming as we move deeper into 2024.See omnystudio.com/listener for privacy information.

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26:59

Coming In For A (Soft) Landing

Street Signals ·

2024/01/25

The first few weeks of 2024 see interest rate markets in flux, assessing and re-assessing the extent of forthcoming policy easing cycles from the world's major central banks. Crucial to the outlook for rates is the likelihood of each achieving the hallowed soft landing - a normalization of inflation with minimal hiccups from a weaker labor market or below trend growth. Some economies stand a better chance than others achieving this outcome. In this context, Simona Mocuta, chief economist for State

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33:16

Ballots and Borders: Geopolitics In Focus

Street Signals ·

2024/01/18

Volatility has been subdued to start the year, but geopolitical risks are on the rise. We have yet to see the turmoil and unrest in the news have any strong effects on markets, yet it has the feel of calm before a potential storm. Elections in Taiwan, recurrence of violence in the Middle East and the ongoing conflict in Ukraine all carry implications for great power competition as well as economies and asset markets. The US election season, kicking off earlier this week in Iowa, should do the same

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20:55

Markets Get Back To Work - What's Changed?

Street Signals ·

2024/01/11

Street Signals returns from a brief winter hibernation, with the first two weeks of the New Year offering plenty of food for thought. Dan Gerard is back with us to discuss how the consensus views formed at the end of 2023 are already being challenged and we focus on what stands out as most relevant from our own research and indicators to help contribute to this discussion. So far, the trends of late last year are still intact, but new wrinkles to challenge their continuation are emerging.See

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20:17

The Best Reads of 2023

Street Signals ·

2023/12/21

It is hard to imagine being a market strategist and not being a voracious reader. The Strategy team at State Street Global Markets certainly love a book. And every Christmas, it is tradition for us to publish recommendations of the best things we've read (or listened to!) over the previous year - often they have nothing to do with our day jobs. This year, we published our 10th edition of that list, available now on our Insights platform. This week's podcast is an audio summary of that document and a

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33:34

2024 Roundtable: Like Spinning Plates

Street Signals ·

2023/12/14

Following on the heels of our top trades in equities, rates and FX, this week Street Signals brings a broader discussion of the biggest questions for financial markets in the coming months. Is global growth set to slow dramatically or are expectations now too low? What does that mean for risk markets? Will geopolitics have a greater influence in 2024 than they did this year? Dwyfor Evans, Lee Ferridge and Marija Veitmane join the podcast to talk things through.See omnystudio.com/listener for privacy

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24:29

Special Edition: 5 Themes and 15 Ideas for 2024

Street Signals ·

2023/12/11

The year is winding down and thoughts are shifting to what will drive markets in the New Year. There will be unknown unknowns that will surely move markets, but in this special edition we will focus on the best ideas we have to express views on the known unknowns. Every year the Macro Strategy team members independently choose the idea they think has the best chance of success in the coming year. Themes emerge from the commonalities and the talking points arise from the contrasts. Tim Graf and the

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23:38

How Much Will 2024 Look Like 2023?

Street Signals ·

2023/12/07

2023 has been a most unusual year. Despite significant stress in the US banking system early in the year, an ongoing war in Europe, a new war in the Middle East and gyrations in rate markets, volatility has fallen from last year's highs, back to range lows. This week, we are pleased to welcome our head of Global Markets, Tony Bisegna, to Street Signals to discuss why 2023 seemed more quiet, whether that calm will extend into next year and if the major economies can avoid recession for another year,

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33:01

Central Bank Policy Tones On the Turn - An AI-Based...

Street Signals ·

2023/11/30

Despite protests from central banks that the fight against inflation is not yet won, expectations for easing next year are building and being pulled forward. Timing these turns in markets is tough but the moves in rates are coming just as measures of central bank coverage tone, produced by State Street in a partnership with MKT MediaStats, are turning similarly dovish. MediaStats co-founder Gideon Ozik sits down with us to discuss the construction and message from these metrics, as well as how

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24:04

Why Are FX Markets So Quiet?

Street Signals ·

2023/11/16

The calm in currency markets since the late summer has been one of the stranger puzzles of the last year. Its not as though FX markets have nothing to think about - questions over both risky and riskless asset valuation have dominated thinking for the last three months. And yet volatility in most markets, but particularly in FX, is dropping like a stone and reaching multi-year lows. This week, Tim brings back Michael Metcalfe, our Global Head of Macro Strategy, and Peter Vincent, head of Trading in

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13:34

The 30,000 Foot View from our Research Conferences

Street Signals ·

2023/11/09

Our annual series of Research conferences around the world came to a close this week, with events across Europe. This week, Tim flies solo and gives a summary of the outlook for macro and markets for the remainder of this year into 2024, informed as ever by the message from our unique suite of indicators of institutional investor behaviour, risk and inflation.See omnystudio.com/listener for privacy information.

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30:27

Stocks Finely Balanced For Year End

Street Signals ·

2023/11/02

It has been a year of two halves for equity markets. The belief that central bank easing would come to the rescue bolstered returns in the first half, but a higher-for-longer message from the Federal Reserve and other central banks, thanks in large part to a resilient US economy, is starting to take its toll. Marija Veitmane, our global head of Equity Strategy, makes a long overdue appearance discussing which corners of the stock market look most vulnerable and where to look for safety and growth

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25:30

How Much Debt Is Too Much Debt?

Street Signals ·

2023/10/26

It's a question increasingly asked in market discussions, especially since the brief period of deficit drama in the UK last year - is the weight of sovereign debt too much for investors to bear? And, if not yet, is there a level of yields at which debt spirals become more likely? Marvin Loh, senior strategist on our team in the US, is back to discuss those questions, as well as to provide guidance on what to expect ahead of an upcoming Federal Reserve meeting.See omnystudio.com/listener for privacy

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118 results

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