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, It served as a warning that US assets and the currency might require higher risk premia than previously appreciated. Mark Rosenberg, in his capacity as co-founder and CEO of GeoQuant, has considered and articulated exactly these risks as part of his work over recent years. He joins the podcast to discuss the trends in US political risk and the strength of its institutions, translating how they compare to other developed and emerging economies and whether further accounting for these risks in market pricing is warranted.

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, It served as a warning that US assets and the currency might require higher risk premia than previously appreciated. Mark Rosenberg, in his capacity as co-founder and CEO of GeoQuant, has considered and articulated exactly these risks as part of his work over recent years. He joins the podcast to discuss the trends in US political risk and the strength of its institutions, translating how they compare to other developed and emerging economies and whether further accounting for these risks in market pricing is warranted.

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 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 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&rsquo;s leading institutional investors. Join Street Signals' host, Tim Graf, State Street&rsquo;s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.&nbsp;

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 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 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&rsquo;s leading institutional investors. Join Street Signals' host, Tim Graf, State Street&rsquo;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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