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Street Signals

Street Signals


Street Signals

ratings:
Length:
44 episodes
Language:
English
Format:
Podcast

Description

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Global Markets. Leveraging new tools, proprietary data and deep expertise, the Global 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. 
Language:
English
Format:
Podcast

Episodes1 - 10 of 44 episodes

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Consumer Concerns: What Are Earnings Telling Us?

Outside of the Magnificent 7 tech stocks, profit warnings and unsettling forward guidan...

32 minutes
May 09, 2024

Searching for Safe Havens

April brought a reality check to markets after a stellar Q1, sparking demand for safety...

21 minutes
May 02, 2024

Are Rate Hikes Back On The Table?

Lee Ferridge returns to the podcast to give his latest take on FX, interest rate and ri...

32 minutes
Apr 25, 2024

Claudia Sahm: The US Consumer, Inflation and the Fed's Response

The US labor market and consumer continue to defy expectations of slowing, yet we are e...

50 minutes
Apr 18, 2024

Can China Avoid the Japan Trap?

Similar to Japan in the 1990s, China faces twin headwinds of excessive debt deleveragin...

33 minutes
Apr 11, 2024

View From The Trading Desk: After A Stellar Q1, What to Make of Q2?

It was a great first quarter for risky assets and carry trades, perhaps surprisingly, g...

23 minutes
Apr 04, 2024

Alberto Cavallo: Are We At An Inflation Inflection Point?

A turn higher in inflation carries with it the potential to disrupt the current easing ...

31 minutes
Mar 28, 2024

How Long Can Carry Remain King?

Low and stable currency market volatility is feeding interest in yield-seeking strategi...

19 minutes
Mar 21, 2024

Any Better for Bonds?

Last October, we did an episode asking whether it was a good time to buy bonds answerin...

29 minutes
Mar 14, 2024

Brent Donnelly: Carry On Trading

With decades of experience as an FX trader, portfolio manager and writer, Brent Donnell...

48 minutes
Mar 07, 2024