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 Markets. Leveraging new tools, proprietary data and deep expertise, the Mar…145 clip(s) in playlist
Jackson Hole 2026: Questions of Clarity and Credibility
August often brings important messaging shifts from the Federal Reserve, with their Jackson Hole Symposium, scheduled for 28-29 August, the usual forum. And we often speak to Marvin Loh, Senior Macro Strategist on our Americas team, about it. Unique circumstances might limit headline risk this year…
29:13
Cross-Market Signals for the Summer
As markets enter vacation mode, this week's podcast presents our annual summer overview of the proprietary indicators available from State Street Markets and how they map to the most relevant themes driving assets and currencies. The sustainability of the tech trade in equities, the near-term path …
17:31
Marvin Barth: US Productivity, From Greenspan to Warsh
The passing of Alan Greenspan last month and confirmation of Kevin Warsh as Federal Reserve Chairman in May bookend two booms is US productivity: the mass networking of computing power during the Greenspan Fed of the 1990s and the explosion of inferential applications of computing power today. Thes…
50:42
Sir Ben Wallace: Defense, Deterrence and Lessons of Modern Warfare
The need for robust and enhanced defense spending in an increasingly fragmented world is a policy objective agreed upon across the political divide. Few are better positioned to comment on the obstacles and opportunities of the process than Sir Ben Wallace, a former Captain in the British Army, a m…
47:49
Mick Mulvaney: Policy, Polarization and Political Legacy
With so many unanswered questions about the direction of US domestic politics and the role the United States now plays in the world, few can bring the experience and depth of knowledge of the political process as this weeks guest, Mick Mulvaney. Mick is a former elected member of the US House of Re…
38:18
Alastair Campbell: Leadership, Media and the Populist Moment
Few people are better positioned to comment on current trends in media and politics than Alastair Campbell. After a long career in journalism and politics, serving as UK Prime Minister Tony Blair's Press Secretary and Downing Street Director of Communications and Strategy, Alastair now co-hosts The…
37:26
Street Signals Turns 3!
As the podcast starts its fourth year, we take a look back this week: to its origins, how the content and message have changed over the years, what guests stood out as formative to building the audience and the lessons learned about macro and markets along the way. In a twist, the microphone gets t…
43:15
A New Chapter for US and China?
This week we explore the evolving US-China relationship and the drivers of the stellar equity market performance in Asia this year, joined by Dwyfor Evans, Head of Macro Strategy for Asia at State Street Markets. The recent summit meeting of US President Trump and Chinese President Xi Jinping marke…
34:24
The RINO In the Room: Concentration Risks in Equities
As impressive the recent bounce in stocks has been, it is a Rally In Name Only. Large cap tech companies dominate returns, while almost everything else - whether at a country or a sector level - continues to struggle. With inflation spiking and interest rate markets starting to show signs of disloc…
30:14
Are We In A New Inflation Regime?
To kick off State Street’s series of global research events, we are joined by research partner Alberto Cavallo, co-founder of PriceStats and Professor of Business Administration at Harvard Business School. In this wide-ranging discussion of inflationary dynamics, we assess the last ten years of rec…
32:25