Street Signals
Street Signals
Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Global Markets. Leveraging new tools, proprietary data, and deep expertise, the Global 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 Ma…Social links:
Trump Trades: What's In the Price?
After a year of range-bound behavior, fixed income and FX markets are trending. The catalyst? The anticipation and election of Donald Trump as US President, with confirmed Republican majorities in both Houses of Congress now thrown in for good measure. After seeing large re-pricings across asset cl…
29:08
Sébastien Page: Going Beyond Diversification
Bridging the gap between financial theory and investment practice has been the hallmark of research at State Street for more than 25 years. So, we are lucky to speak to a pioneer in this endeavor this week. Sébastien Page, head of Global Multi Asset and Chief Investment Officer at T. Rowe Price, jo…
54:27
Election 2024: What's Next for Markets?
The votes are cast and the results from the 2024 Election are rolling in. In-house election guru Noel Dixon joins Street Signals with his initial thoughts. What were the big surprises and what went as expected? And, given what we know so far, how should we think about the implications for stocks, b…
15:58
Fredrik Repton: Preparing Portfolios for Market Turbulence
Among all the other risks, next week’s US election and Federal Reserve meeting dominate the market outlook and look set to drive price action and volatility for the rest of 2024. Debate is intensifying over whether the most appealing consensus views are already aligned with pricing for interest ra…
35:22
Central Bank Digital Currencies: A Marriage of Convenience?
Private cryptocurrency has been around for 15 years. Institutional acceptance is here. Movement towards public, central bank-issued digital currencies (CBDCs), on the other hand, is proving more deliberate by design. The demand for safe, digital currencies is growing and the gains from efficiency l…
34:32
Martin Gurri: The Consequences of the Digital Age
The rise of the internet 25 years ago amplified information, in the process accelerating the deterioration of institutional structures around the world. Society has so far proven resilient but our abilities to construct and sustain guiding narratives are fraying. The implications for economics, pol…
47:50
China: Stimulus and Response
Beijing's latest round of economic stimulus includes a slew of measures to reignite demand and aid in the repair of household balance sheets. So far, the announcements are bold and appear forceful, and they have sparked a surge in risk markets sensitive to Chinese demand. But will words be matched …
32:37
Easy Policies Don't Always Make For Easy Markets
Monetary and fiscal policymakers are pivoting to easing mode. In developed markets, the restrictive rate policies of the post-COVID period are reversing nearly everywhere. As importantly, China is engaging on multiple fronts to support demand in an economy still constrained by high debt burdens. It…
23:52
From Polling to Portfolios: Assessing the Post-Election Market Landscape
The US Presidential election is six weeks away, polls are dead-locked and the most relevant questions for markets remain open. Which electoral barometers are of greatest relevance as Election Day approaches? Where are the post-election gaps in the two candidates' policy possibilities the widest? An…
32:31
Did Greedflation Fuel Post-Pandemic Price Rises?
Greedflation - companies exploiting a high inflation environment to raise prices relatively more than costs - has grabbed attention and headlines in economics commentary, but the evidence to prove definitively whether it took place on a wide scale in the post-COVID period is not conclusive. This we…
35:55