It has been a year of two halves for equity markets. The belief that central bank easing would come to the rescue bolstered returns in the first half, but a higher-for-longer message from the Federal Reserve and other central banks, thanks in large part to a resilient US economy, is starting to take its toll. Marija Veitmane, our global head of Equity Strategy, makes a long overdue appearance discussing which corners of the stock market look most vulnerable and where to look for safety and growth opportunities.

It has been a year of two halves for equity markets. The belief that central bank easing would come to the rescue bolstered returns in the first half, but a higher-for-longer message from the Federal Reserve and other central banks, thanks in large part to a resilient US economy, is starting to take its toll. Marija Veitmane, our global head of Equity Strategy, makes a long overdue appearance discussing which corners of the stock market look most vulnerable and where to look for safety and growth opportunities.

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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