April brought a reality check to markets after a stellar Q1, sparking demand for safety across assets and currencies. The higher for longer rate environment, together with signs of slowing growth and sticky inflation, gives rise to thoughts of future weakness in risk assets. Naturally, investors begin to question where best to take shelter. Are traditional safe havens as effective as they have been in past cycles? How do US Treasuries, the dollar and yen, long the stalwarts of safety, stack up? This week, Fred Goodwin returns to the podcast to discuss the challenges of selecting a suitable safe haven, the intricacies of safe haven currencies and which assets are most appealing to him right now.

April brought a reality check to markets after a stellar Q1, sparking demand for safety across assets and currencies. The higher for longer rate environment, together with signs of slowing growth and sticky inflation, gives rise to thoughts of future weakness in risk assets. Naturally, investors begin to question where best to take shelter. Are traditional safe havens as effective as they have been in past cycles? How do US Treasuries, the dollar and yen, long the stalwarts of safety, stack up? This week, Fred Goodwin returns to the podcast to discuss the challenges of selecting a suitable safe haven, the intricacies of safe haven currencies and which assets are most appealing to him right now.

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.

Searching for Safe Havens

This evening's Presidential debate between Joe Biden and Donald Trump kick starts a campaign season that, so far, has been a formality and failed to spark much attention in either the electorate or the market. Polling margins between the candidates are razor thin and many of the usual rules of thumb to forecast elections don't seem to apply anymore. To help us unpack the narrative and offer insights drawn from years of political analysis, we were fortunate enough to host our newest research partner, Dan Drezner, professor of International Politics at the Fletcher School of Law and Diplomacy at Tufts University, at our recent Research Retreats in Boston and London. This week's podcast draws on material from his prepared remarks and the Q&A at the London event.

This evening's Presidential debate between Joe Biden and Donald Trump kick starts a campaign season that, so far, has been a formality and failed to spark much attention in either the electorate or the market. Polling margins between the candidates are razor thin and many of the usual rules of thumb to forecast elections don't seem to apply anymore. To help us unpack the narrative and offer insights drawn from years of political analysis, we were fortunate enough to host our newest research partner, Dan Drezner, professor of International Politics at the Fletcher School of Law and Diplomacy at Tufts University, at our recent Research Retreats in Boston and London. This week's podcast draws on material from his prepared remarks and the Q&amp;A at the London event.

Dan Drezner: Financial Markets and the Road to the Oval Office

After 14 years of Conservative government, the upcoming UK General Election on 4 July will bring seismic change. From both the left and the right, the Conservatives now face a threat. The Labour Party look likely to win a large majority and form a government, but are constrained in their ambitions by fiscal realities. What does it mean for the UK economy and markets? Helen Thomas, Founder and CEO of Blonde Money, joins us with a fascinating and comprehensive overview of how we got here, why the Conservatives find themselves in crisis, what opportunities are on the table for a potential new Labour government and how gilts and the pound might fare in the coming months.

After 14 years of Conservative government, the upcoming UK General Election on 4 July will bring seismic change. From both the left and the right, the Conservatives now face a threat. The Labour Party look likely to win a large majority and form a government, but are constrained in their ambitions by fiscal realities. What does it mean for the UK economy and markets? Helen Thomas, Founder and CEO of <a href="https">Blonde Money</a>, joins us with a fascinating and comprehensive overview of how we got here, why the Conservatives find themselves in crisis, what opportunities are on the table for a potential new Labour government and how gilts and the pound might fare in the coming months.

Helen Thomas: The 2024 UK General Election and the Turning Political Tide

With elections in 63 countries, representing 40% of global population and GDP, the democratic process will see few years like 2024. The US election looms largest, with implications for a potential conflict in the Taiwan Strait and ongoing wars in the Middle East and Ukraine, all of which feed back into the involved economies and global financial markets. This week, from the sidelines of our Research Retreat in Boston, we catch up with Iris Malone, PhD and Director in AI and Data Science at GeoQuant, who takes us around the world, modelling risk in geopolitics and focusing on the probability of seismic changes for markets.

With elections in 63 countries, representing 40% of global population and GDP, the democratic process will see few years like 2024. The US election looms largest, with implications for a potential conflict in the Taiwan Strait and ongoing wars in the Middle East and Ukraine, all of which feed back into the involved economies and global financial markets. This week, from the sidelines of our Research Retreat in Boston, we catch up with Iris Malone, PhD and Director in AI and Data Science at GeoQuant, who takes us around the world, modelling risk in geopolitics and focusing on the probability of seismic changes for markets.

Searching for Safe Havens

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