Street Signals
Street Signals
Playlist by Street SignalsStreet 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, …75 clip(s) in playlist
The Best Reads of 2024
Just before Christmas, it is tradition for us to publish recommendations of the best things we've read, listened to or watched over the previous year. Common patterns often emerge and it is often the case that our choices are informed by our work analyzing macroeconomics and markets. But as you're …
24:18
Trading the Outlook for 2025
This week, we recap the year just gone in macro markets, and get a preview of what’s to come in 2025, in a conversation with traders from the FX desk of State Street Global Markets in Boston. Bill Walsh, head of trading for the Americas, returns to Street Signals with thoughts on the developed, G10…
31:48
15 Ideas for '25: The Year Ahead Podcast
We head into year-end with our annual presentation of the best opportunities in markets for the New Year. Every December, members of our macro strategy team choose an idea they think has the best chance of success in the next year. Themes emerge from the commonalities and the talking points arise f…
35:27
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…
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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 …
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