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Street Signals

State Street
Monetary Policy
Inflation
Investor Behavior
Central Bank Policy
U.S. Elections 2024
US Economy
China
Global Growth
Foreign Exchange Markets
Financial Media Coverage
US Recession Probability
US Recession
Tech Stocks
Interest Rate Outlook
Eurozone
Large Language Models
Market Trends
Equities
Interest Rates
United States

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 fo... more

PublishesWeeklyEpisodes132Founded3 years ago
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Latest Episodes

Many of the consequences of the latest disruption to global energy supply have yet to surface. While oil has been the immediate focus, volatility across global interest rate curves is emerging as an equally consequential second-order effect. Markets ... more

As the conflict in the Middle East enters a third week, markets remain uneasy but resilient. Lessons absorbed during past geopolitical shocks have so far kept this a slow-burn test of positioning and risk tolerance, rather than a volatility event wit... more

YouTube

A wider Middle East war and the closure of the Strait of Hormuz, seen for years as extreme ‘what-if’ risks, are now realities. The ranges of macroeconomic and geopolitical outcomes are as vast as they are unknowable, but reasonable future scenarios a... more

YouTube

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 the... more

YouTube

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Recent Guests

Elliot Hentov
Chief Macro Policy Strategist at State Street Investment Management
State Street Investment Management
Episode: Strait Signals: Assessing the Iran War Risk Premium
Fred Goodwin
Veteran trader with over 40 years of experience
State Street
Episode: The Roots of Risk
Meg Czasonis
Quantitative researcher at State Street Associates
State Street Associates
Episode: The US Dollar Time Machine: Relevant Lessons from History
Brad Setser
Senior Fellow at the Council on Foreign Relations and author of the blog Follow the Money
Council on Foreign Relations
Episode: Imbalanced Accounts: Trade and Capital in 2025 with Brad Setser
David Dredge
CIO of Convex Strategies
Convex Strategies
Episode: Convexity, Resilience and Building Better Brakes with David Dredge
Matt Smith
A value focused portfolio manager at QSM Asset Management
QSM Asset Management
Episode: Fundamentals Over FOMO: Value Investing in the Age of AI
Noel Dixon
State Street Markets
Episode: Shutdown Economics
Alberto Cavallo
Founding partner of PriceStats and affiliated with Harvard Business School
Harvard Business School
Episode: Shutdown Economics
Michael Metcalfe
Global head of macro strategy
Episode: Shutdown Economics

Host

Tim Graf
Host of the show and Head of Macro Strategy for EMEA. He is focused on delivering insights into macroeconomic trends and their implications for financial markets, drawing from his extensive experience within the finance industry.

Reviews

5.0 out of 5 stars from 147 ratings
  • Worth While

    Pretty good. Guests tend to be knowledgeable and leave the corporate jargon at the door. This podcast should have a lot more reach.

    Apple Podcasts
    5
    TeePlusZero
    United States2 months ago
  • A worthwhile listen

    Tim and guests speak on a wide range of current topics and market trends. I find each weekly episode enlightening and a learning experience. Thank you for all of your efforts and taking the time to record the show each week. It is always top shelf!

    Apple Podcasts
    5
    kcsullivan1
    United States3 years ago
  • Great insights

    Great insights on market trends with quality topics. Big fan of the host!

    Apple Podcasts
    5
    Dani108.
    United States3 years ago
  • Unique data, interpreted brilliantly

    Best markets podcast available. The inflation analytics are killer and the lens on capital flows is unparalleled. All interpreted by Tim and his guests, some of the best economists on the street. Five stars.

    Apple Podcasts
    5
    WBKinlaw
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listener reviews highlight the informative nature of the discussions, particularly praising the depth of analysis and expertise of guests.
Many listeners appreciate the clarity of insights provided, finding them relevant and timely in relation to current market trends.
The podcast is described as a valuable resource for anyone looking to understand economic and market dynamics better.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Strait Signals: Assessing the Iran War Risk Premium
Q: How might policymakers respond to an energy-driven inflation shock?
Monetary policy would likely remain cautious about hiking if energy disruption persists, focusing more on fiscal measures to cushion households and sectors affected by high energy prices. The balance between inflation and growth would steer the policy path, with a stronger emphasis on fiscal buffers and potential energy-sector support.
Strait Signals: Assessing the Iran War Risk Premium
Q: What scenarios do you see as most likely for the coming weeks of the conflict?
Two main outcomes dominate: a scenario where Iran's threat is shrunk and energy/shipping lanes reopen, which would be favorable for markets; and a longer, more disruptive scenario where the threat remains and energy costs stay elevated, pushing macro risks higher. Peripheral but less likely possibilities include regime changes or escalations via external powers, but the core dichotomy is open energy versus re-stabilization.
Trading the Policy Whiplash
Q: What are the main things that you think have to happen to drive a significant reversal in the Yen?
Key catalysts include changes in the ownership structure of JGBs and the potential for incentives that encourage domestic investment.
Trading the Policy Whiplash
Q: How similar of a risk event do you think this poses relative to something like Liberation Day?
This ruling dampens volatility compared to previous high-risk event scenarios; it reduces the available tail risks.
AI, Labor Disruptions and the Future of the Fed
Q: How do you view the impact of AI adoption on the labor market?
AI adoption is leading to labor displacement, which could have significant implications for job creation and the broader economy over time.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Street Signals

What is Street Signals about and what kind of topics does it cover?

A weekly podcast that provides insights into the latest developments impacting financial markets, discussing a range of topics such as macroeconomics, investment strategies, and market dynamics. The host engages industry experts to analyze trends, market risks, economic forecasts, and the factors influencing various asset classes. The unique combination of proprietary data analysis and deep macroeconomic expertise is emphasized, making it particularly useful for institutional investors looking for informed perspectives on the ever-evolving financial landscape. This podcast is likely to attract listeners interested in finance, specifically those involved in investment, trading, and economic analysis.

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How many listeners does Street Signals get?

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What are the audience demographics for Street Signals?

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How many subscribers and views does Street Signals have?

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Which podcasts are similar to Street Signals?

These podcasts share a similar audience with Street Signals:

1. Macro Hive Conversations With Bilal Hafeez
2. At Any Rate
3. The Macro Trading Floor
4. Monetary Matters with Jack Farley
5. Forward Guidance

How many episodes of Street Signals are there?

Street Signals launched 3 years ago and published 132 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Street Signals?

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Where can I see ratings and reviews for Street Signals?

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What guests have appeared on Street Signals?

Recent guests on Street Signals include:

1. Elliot Hentov
2. Fred Goodwin
3. Meg Czasonis
4. Brad Setser
5. David Dredge
6. Matt Smith
7. Noel Dixon
8. Alberto Cavallo

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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