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? And which markets are most underpriced for the risks those gaps entail? Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors, returns to the podcast with his unique and thought-provoking insights on all of those questions, and much more, as the countdown to November 5th rolls on.

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? And which markets are most underpriced for the risks those gaps entail? Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors, returns to the podcast with his unique and thought-provoking insights on all of those questions, and much more, as the countdown to November 5th rolls on.

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.

From Polling to Portfolios: Assessing the Post-Election Market Landscape

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 week, we chat with our academic partner Alberto Cavallo, professor at Harvard Business School and co-founder of PriceStats, about a new working paper in which he and his co-authors take a deep dive into cost and pricing dynamics during the pandemic years. They employ unique data sets and analysis to determine whether, where and when excessive mark-ups on goods prices took place along the supply chains during the high inflation years of 2021-2023.

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 week, we chat with our academic partner Alberto Cavallo, professor at Harvard Business School and co-founder of PriceStats, about a new working paper in which he and his co-authors take a deep dive into cost and pricing dynamics during the pandemic years. They employ unique data sets and analysis to determine whether, where and when excessive mark-ups on goods prices took place along the supply chains during the high inflation years of 2021-2023.

Did Greedflation Fuel Post-Pandemic Price Rises?

Experience in markets helps practitioners cope with the inevitable cyclicality of economic fundamentals and risk appetite. Combining the muscle memory of past cycles with new ideas and ways of thinking is crucial to lasting success. That's the lesson this week, as we talk to Chris Pizzotti, Global Head of FX Voice Trading at State Street Global Markets, about his formative experiences in trading and how they help him to think about the most pressing questions in markets today. Is volatility back for good or will it subside as quickly as it rose? How aggressive will the Federal Reserve, Bank of Japan and others be in signalling policy intentions this year? What does it all mean for the dollar, yen, rate markets and EM FX? All crucial questions for macro markets addressed on this week's episode. 

Experience in markets helps practitioners cope with the inevitable cyclicality of economic fundamentals and risk appetite. Combining the muscle memory of past cycles with new ideas and ways of thinking is crucial to lasting success. That's the lesson this week, as we talk to Chris Pizzotti, Global Head of FX Voice Trading at State Street Global Markets, about his formative experiences in trading and how they help him to think about the most pressing questions in markets today. Is volatility back for good or will it subside as quickly as it rose? How aggressive will the Federal Reserve, Bank of Japan and others be in signalling policy intentions this year? What does it all mean for the dollar, yen, rate markets and EM FX? All crucial questions for macro markets addressed on this week's episode.

Easing, Elections and the Experiences of a Veteran Trader

Markets dealt well with volatility in early August and got a boost from the Federal Reserve’s dovish message in Jackson Hole at the end of the month. But September is known for seasonal weakness and is kicking off with worries over global growth and a question of whether anticipated monetary easing is enough to sustain gains in bonds and equities. With these challenges in mind, Marija Veitmane, our head of equity strategy, is back on the podcast to discuss optimal asset allocation strategies for the rest of 2024.

Markets dealt well with volatility in early August and got a boost from the Federal Reserve’s dovish message in Jackson Hole at the end of the month. But September is known for seasonal weakness and is kicking off with worries over global growth and a question of whether anticipated monetary easing is enough to sustain gains in bonds and equities. With these challenges in mind, Marija Veitmane, our head of equity strategy, is back on the podcast to discuss optimal asset allocation strategies for the rest of 2024.

From Polling to Portfolios: Assessing the Post-Election Market Landscape

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