While geopolitical uncertainty dominates headlines, this week’s episode digs deeper into themes driving markets before the weekend’s events — particularly the sharp rotation in equities in 2026 and the reassessment of crowded AI‑linked trades and their fundamental drivers. Cayla Seder, senior multi-asset strategist at State Street Markets, speaks to the shifting market perceptions around AI, the scale of hyperscaler investment, the growing role of debt financing in the tech sector and how technologys potential to transform the economic outlook is likely to play out.

While geopolitical uncertainty dominates headlines, this week&rsquo;s episode digs deeper into themes driving markets before the weekend&rsquo;s events &mdash; particularly the sharp rotation in equities in 2026 and the reassessment of crowded AI‑linked trades and their fundamental drivers. Cayla Seder, senior multi-asset strategist at State Street Markets, speaks to the shifting market perceptions around AI, the scale of hyperscaler investment, the growing role of debt financing in the tech sector and how technologys potential to transform the economic outlook is likely to play out.

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.