The start of the year is always a convenient time to think about consensus risk. Market watchers have all updated their forecasts and published their year ahead pieces. For the first episode of Street Signals in 2026, host Tim Graf, head of Macro Strategy for EMEA, carries on a tradition in going through a few of the most prominent consensus outlooks, mapping them to the message from our proprietary indicators and highlighting opportunities to go with or against the herd.

The start of the year is always a convenient time to think about consensus risk. Market watchers have all updated their forecasts and published their year ahead pieces. For the first episode of Street Signals in 2026, host Tim Graf, head of Macro Strategy for EMEA, carries on a tradition in going through a few of the most prominent consensus outlooks, mapping them to the message from our proprietary indicators and highlighting opportunities to go with or against the herd.

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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