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Street Signals

State Street
Inflation
Federal Reserve
Tariffs
China
Emerging Markets
Interest Rates
Financial Markets
US Dollar
US Economy
Donald Trump
Equity Markets
Monetary Policy
US Equities
Labor Market
Technology Stocks
Investor Behavior
Artificial Intelligence
Dollar
State Street
Currency Markets

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

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Latest Episodes

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 ... more

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 o... more

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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 infere... more

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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 W... more

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Recent Guests

Sir Ben Wallace
Former British Secretary of State for Defense
Former UK Government; defense investor
Episode: Sir Ben Wallace: Defense, Deterrence and Lessons of Modern Warfare
Mick Mulvaney
Former Acting White House Chief of Staff and OMB Director under Donald Trump
Former U.S. Government official
Episode: Mick Mulvaney: Policy, Polarization and Political Legacy
Alastair Campbell
Former Labour Party press secretary and Downing Street Director of Communications and Strategy, co-host of The Rest Is Politics
The Rest Is Politics / Labour Party
Episode: Alastair Campbell: Leadership, Media and the Populist Moment
Tim Graf
Founder and host of Street Signals
State Street Markets
Episode: Street Signals Turns 3!
Marija Veitmane
Head of Equity Strategy
State Street Markets
Episode: The RINO In the Room: Concentration Risks in Equities
Pete Vincent
Head of trading in EMEA
State Street Markets
Episode: Iran: Has the Market Moved On?
Marvin Loh
Senior rates focused strategist
State Street, Boston
Episode: Crude Awakening: Rate Markets In An Energy Crisis
Simona Mocuta
Chief Economist at State Street Investment Management
State Street Investment Management
Episode: AI, Labor Disruptions and the Future of the Fed
Fred Goodwin
Veteran trader with over 40 years of experience
State Street
Episode: The Roots of Risk

Host

Tim Graf
Host of the show and Head of Macro Strategy for Europe (various affiliations per episode), focused on global macro themes and market strategy.

Reviews

5.0 out of 5 stars from 154 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 States7 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.

Listeners appreciate the knowledge depth and practical market insights.
The inflation analytics and market lens are highly regarded by fans.
Guests are knowledgeable and the discourse stays away from corporate jargon.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Marvin Barth: US Productivity, From Greenspan to Warsh
Q: How do you view the shift in central bank communication and the chair's role from Greenspan to Warsh?
Barth argues that Greenspan made the Fed a central character in markets, but modern communication has intensified with the chair as a media figure; Warsh is attempting to restore balance by focusing on credibility and a more structured communications framework while downsizing the balance sheet.
Marvin Barth: US Productivity, From Greenspan to Warsh
Q: What personal interactions with Greenspan helped shape your view of Fed independence and leadership?
Barth describes Greenspan as highly focused on the institution and staff, adept at deflecting political pressure, and a master at maintaining independence while subtly adapting to political winds—an early insight into how later chairs might balance authority and credibility.
Mick Mulvaney: Policy, Polarization and Political Legacy
Q: What do you see as the means to get things done in Washington?
Mulvaney argues that meaningful change comes from leadership that can sell a vision and mobilize their side to act, rather than just opposing the other side; compromise happens when a sufficient number of stakeholders on one's own side are aligned.
The RINO In the Room: Concentration Risks in Equities
Q: What would need to happen for this concentration risk to become a real problem for markets?
A sustained deterioration in underlying earnings across a broad set of companies, or a shock that breaks the overhang of crowded positions, would be required. Until then, the concentration appears supported by strong earnings in the tech sector and favorable capital conditions, though risks remain if earnings disappoint elsewhere.
The RINO In the Room: Concentration Risks in Equities
Q: Can you explain what the Rhino Rally is to people?
The Rhino Rally refers to a 'Rally in Name Only' where equity markets are at highs, but returns are heavily concentrated in a few areas—mainly tech—with other sectors lagging, suggesting the broad market isn't rallying in a meaningful, broad-based way.

Audience Metrics

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Frequently Asked Questions About Street Signals

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

A market-focused discussant series that blends macro theory, policy, and actionable investing ideas through conversations with senior strategists, economists, and industry experts. Episodes frequently center on inflation dynamics, energy shocks, central bank policy, and the evolving role of technology and AI in markets, with practical takeaways for portfolio positioning, risk management, and asset allocation. A standout angle is the integration of high-frequency data, price dynamics, and geopolitical risk to frame cross-asset implications for equities, fixed income, currencies, and commodities, making it especially useful for institutional audiences and sophisticated investors seeking timely, data-driven views.

Noteworthy strengths include... more

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Which podcasts are similar to Street Signals?

These podcasts share a similar audience with Street Signals:

1. At Any Rate
2. Macro Hive Conversations With Bilal Hafeez
3. Global Data Pod
4. Making Sense
5. FICC Focus

How many episodes of Street Signals are there?

Street Signals launched 3 years ago and published 145 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Street Signals?

Recent guests on Street Signals include:

1. Sir Ben Wallace
2. Mick Mulvaney
3. Alastair Campbell
4. Tim Graf
5. Marija Veitmane
6. Pete Vincent
7. Marvin Loh
8. Simona Mocuta

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