Street Signals

Hosted by State Street

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Episodes

145

Latest episode

Aug 2026

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EN-US

About the show

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.

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60 recent

August 13, 202629 min

Jackson Hole 2026: Questions of Clarity and Credibility

August often brings important messaging shifts from the Federal Reserve, with their Jackson Hole Symposium, scheduled for 28-29 August, the usual forum. And we often speak to Marvin Loh, Senior Macro Strategist on our Americas team , about it. Unique circumstances might limit headline risk this year, but that's not for a lack of discussion material. Questions over the tightness of the labor market, the direction of inflation and the communication strategy of the central bank will dominate interest and serve as the jumping off point for a wide-ranging discussion on this week's episode. See omnystudio.com/listener for privacy information.

July 23, 202617 min

Cross-Market Signals for the Summer

As markets enter vacation mode, this week's podcast presents our annual summer overview of the proprietary indicators available from State Street Markets and how they map to the most relevant themes driving assets and currencies. The sustainability of the tech trade in equities, the near-term path of inflation and the direction of travel for the Federal Reserve and how they feed into a rate, curve and FX view - it's all here. Host Tim Graf, Head of Macro Strategy for EMEA , talks through how unique barometers of investor sentiment, real-time fundamental data and media tones can help navigate the coming weeks. See omnystudio.com/listener for privacy information.

July 16, 202650 min

Marvin Barth: US Productivity, From Greenspan to Warsh

The passing of Alan Greenspan last month and confirmation of Kevin Warsh as Federal Reserve Chairman in May bookend two booms is US productivity: the mass networking of computing power during the Greenspan Fed of the 1990s and the explosion of inferential applications of computing power today. These cycles influence central bank policy in ways often underappreciated until their aftermath. Marvin Barth of Thematic Markets joins the podcast this week, to look back at the lessons learned from past capex cycles and productivity booms, to apply this experience to the current moment in AI and to assess the initial steps towards institutional reform taken in the early weeks of Kevin Warsh's term. See omnystudio.com/listener for privacy information.

July 9, 202647 min

Sir Ben Wallace: Defense, Deterrence and Lessons of Modern Warfare

The need for robust and enhanced defense spending in an increasingly fragmented world is a policy objective agreed upon across the political divide. Few are better positioned to comment on the obstacles and opportunities of the process than Sir Ben Wallace, a former Captain in the British Army, a member of Parliament for 20 years and Secretary of State for Defense of the United Kingdom between 2019 and 2023 . In his post-government life as an investor, he offers a singular perspective on the gaps in manpower and equipment faced by most Western powers and how we can begin to address them. See omnystudio.com/listener for privacy information.

July 1, 202638 min

Mick Mulvaney: Policy, Polarization and Political Legacy

With so many unanswered questions about the direction of US domestic politics and the role the United States now plays in the world, few can bring the experience and depth of knowledge of the political process as this weeks guest, Mick Mulvaney . Mick is a former elected member of the US House of Representatives for South Carolina, serving four terms before joining the first Trump administration in 2017 as Director of the Office of Management and Budget, ultimately serving as acting White House Chief of Staff until his departure in 2021. In a wide-ranging discussion, we cover the current policy dynamics shaping discourse in Washington, the geopolitical considerations driving the policies of the 2nd Trump Administration and the legacy left by Trump when his term finishes in 2027. See omnystudio.com/listener for privacy information.

June 24, 202637 min

Alastair Campbell: Leadership, Media and the Populist Moment

Few people are better positioned to comment on current trends in media and politics than Alastair Campbell . After a long career in journalism and politics, serving as UK Prime Minister Tony Blair's Press Secretary and Downing Street Director of Communications and Strategy, Alastair now co-hosts The Rest Is Politics, the most popular politics podcast in the UK. This wide-ranging discussion covers the changing nature of the media, what it takes for a leader to drive policy, the state of populism and the challenges for the Labour Party in the current political moment. See omnystudio.com/listener for privacy information.

June 17, 202643 min

Street Signals Turns 3!

As the podcast starts its fourth year, we take a look back this week: to its origins, how the content and message have changed over the years, what guests stood out as formative to building the audience and the lessons learned about macro and markets along the way. In a twist, the microphone gets turned around as well, with our host, Tim Graf , taking a turn as a guest. Ramu Thiagarajan, Head of Thought Leadership for State Street takes over this special birthday edition of Street Signals! See omnystudio.com/listener for privacy information.

May 28, 202634 min

A New Chapter for US and China?

This week we explore the evolving US-China relationship and the drivers of the stellar equity market performance in Asia this year, joined by Dwyfor Evans, Head of Macro Strategy for Asia at State Street Markets . The recent summit meeting of US President Trump and Chinese President Xi Jinping marked a thawing of relations but considerable questions remain around how the two countries will navigate geopolitical and trade tensions. These important discussions frame a regional market backdrop remarkable for its current strength, raising questions of sustainability of the concentrated returns year-to-date. See omnystudio.com/listener for privacy information.

May 21, 202630 min

The RINO In the Room: Concentration Risks in Equities

As impressive the recent bounce in stocks has been, it is a R ally I n N ame O nly. Large cap tech companies dominate returns, while almost everything else - whether at a country or a sector level - continues to struggle. With inflation spiking and interest rate markets starting to show signs of dislocation, it is worth asking if the concentration of returns carries with it the seeds of its own undoing. Marija Veitmane, Head of Equity Strategy at State Street Markets , joins us to discuss the sustainability of stock market strength and whether fixed income stress will have any lasting impact on returns. See omnystudio.com/listener for privacy information.

May 14, 202632 min

Are We In A New Inflation Regime?

To kick off State Street’s series of global research events, we are joined by research partner Alberto Cavallo, co-founder of PriceStats and Professor of Business Administration at Harvard Business School . In this wide-ranging discussion of inflationary dynamics, we assess the last ten years of recurring price shocks and how much inflationary regimes and the price sensitivities of retailers and consumers have changed. The current impact of another energy price shock and lingering effects of last year’s tariffs briefly feature as a sneak preview of Alberto’s eagerly anticipated current thinking. For a fuller presentation of those themes, please contact your State Street representative to register for one of our upcoming events in Asia, the Americas and Europe. See omnystudio.com/listener for privacy information.