The calm after the storm of April's volatility has been maintained, despite a massive fiscal expansion passing through Congress and being signed by the President, and the end of the deferral period for most of the tariffs initially announced at the start of Q2. As we await the economic impacts of the One Big Beautiful Bill and the onset of significantly higher tariffs on most of the US' trading partners, Noel Dixon, a senior macro strategist on the team at State Street Markets, returns to the podcast to provide an independent outlook on the boosts and drags from policy and how damaging any economic costs might be in future electoral cycles.

The calm after the storm of April's volatility has been maintained, despite a massive fiscal expansion passing through Congress and being signed by the President, and the end of the deferral period for most of the tariffs initially announced at the start of Q2. As we await the economic impacts of the One Big Beautiful Bill and the onset of significantly higher tariffs on most of the US' trading partners, Noel Dixon, a senior macro strategist on the team at State Street Markets, returns to the podcast to provide an independent outlook on the boosts and drags from policy and how damaging any economic costs might be in future electoral cycles.

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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