Street Signals
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 f…Social links:
Asset Allocation In the Age of Fragmentation
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 res…
34:14
US Equities: Complacently Crowded or Suddenly Safe?
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 as…
28:47
Craig Fuller: Tariffs and Twists in Global Supply Chains
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…
52:08
Gold Rush 2.0: Putting the Pedal to the Metal
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 h…
34:41
Dollar Discussions In The Desert
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 exp…
20:47
No Country For Old Macro Men
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…
26:48
Repricing Markets for US Political Risk
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, …
33:52
Alberto Cavallo: Tracking the Price Impacts of US Tariffs
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 Cavall…
32:21
Bear With Us? Talking Markets Amidst the Maelstrom
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 mon…
41:44
Tariffs: The Price Is Fright
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 sys…
34:20