Outside of the Magnificent 7 tech stocks, profit warnings and unsettling forward guidance through Q1 earnings season have sparked a re-assessment of demand resilience. Commentary from consumer-oriented firms about waning pricing power and tighter margins looks troubling. Marija Veitmane, our head of equity strategy, returns with her take on a bifurcated earnings environment, where tech still trumps all but the outlook for consumer stocks, banks and sector rotation strategies is murkier. Peter Vincent, head of Trading in EMEA, is also back, with his macro spin on consumer and labor market trends, and where he sees rate markets and currencies in the coming months.

Outside of the Magnificent 7 tech stocks, profit warnings and unsettling forward guidance through Q1 earnings season have sparked a re-assessment of demand resilience. Commentary from consumer-oriented firms about waning pricing power and tighter margins looks troubling. Marija Veitmane, our head of equity strategy, returns with her take on a bifurcated earnings environment, where tech still trumps all but the outlook for consumer stocks, banks and sector rotation strategies is murkier. Peter Vincent, head of Trading in EMEA, is also back, with his macro spin on consumer and labor market trends, and where he sees rate markets and currencies in the coming months.

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 Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide. 

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 Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.

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 Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.

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 Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.

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