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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
Market Trends
Large Language Models
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

PublishesWeeklyEpisodes123Founded3 years ago
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InvestingBusiness

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Artwork for Street Signals

Latest Episodes

Ron O’Hanley, Chairman and CEO of State Street, is back on the podcast for a wide‑ranging discussion, looking back on the main stories of 2025 and ahead to the forces shaping 2026. Ron and host Tim Graf explore whether risks that once loomed large ha... more

The start of the year is always a convenient time to think about consensus risk. Market watchers have all updated their forecasts and published their year ahead pieces. For the first episode of Street Signals in 2026, host Tim Graf, head of Macro Str... more

Just before Christmas, it's tradition for the Macro Strategy Team at State Street Markets to publish recommendations of the best things we've read, listened to or watched over the previous year. Common patterns often emerge and it is often the case t... more

After getting the year-ahead views of the Macro Strategy team at State Street Markets last week (which you can listen to here), this week we hear from our FX Trading team. Questions of central bank independence and policy divergence top the list of r... more

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Recent Guests

Ron O'Hanley
Chairman and CEO of State Street
State Street
Episode: Taking Stock of '26: A Conversation with Ron O'Hanley
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
Dan Gerard
Equity-focused strategist at State Street
State Street
Episode: How Stretched Are Stocks?
Helen Thomas
CEO of BlondeMoney
BlondeMoney
Episode: Gilt Trip: Budgets, UK Politics and the Path of Populism
Aaron Hurd
Senior portfolio manager focused on FX at State Street Investment Management
State Street Investment Management
Episode: The Buck Stops Where? FX Risk-Proofing for the Long Term
Marvin Barth
Independent researcher and strategist
Thematic Markets
Episode: Marvin Barth: The Framework of a Second American Century
Craig Fuller
CEO and founder of FreightWaves, specializing in high-frequency data for the global supply chain
FreightWaves
Episode: Craig Fuller: Tariffs and Twists in Global Supply Chains

Host

Tim Graf
Host and Head of Macro Strategy for EMEA, providing insights on market dynamics and economic trends.

Reviews

5.0 out of 5 stars from 143 ratings
  • 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 States2 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 insightful discussions on current market trends and speak highly of the quality of the guests. They find the episodes enlightening, often highlighting the unique analytical perspectives presented on complex financial topics. The show's frequent focus on timely economic matters and its actionable insights are particularly praised.

Chart Rankings

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

Apple Podcasts
#201
Italy/Business/Investing
Apple Podcasts
#123
Chile/Business/Investing
Apple Podcasts
#129
Ireland/Business/Investing
Apple Podcasts
#166
Poland/Business/Investing
Apple Podcasts
#218
South Africa/Business/Investing
Apple Podcasts
#227
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Taking Stock of '26: A Conversation with Ron O'Hanley
Q: Can we be comfortable that the debt and deficit dynamic is less of a concern now?
Ron expressed that while there are risks related to fiscal dynamics, it remains a topic of concern, especially regarding rising interest burdens.
Taking Stock of '26: A Conversation with Ron O'Hanley
Q: What surprised you the most about last year and why?
Ron noted the resilience of the US economy, driven by strong GDP growth and consumer spending, despite previous concerns about trade dynamics.
Growth Beyond the AI Trade: Where Next?
Q: Is there anything in a US market that looks interesting given the current frothy conditions?
Healthcare stocks look interesting as they represent the largest underweight position investors have in the US, presenting potential opportunities despite concerns over regulatory issues and margin pressures.
Growth Beyond the AI Trade: Where Next?
Q: What do you think about the quest for value and that side of the market when it is just quite obviously all being driven by the AI narrative?
The quest for value has been difficult, with many investors giving up on value due to longstanding poor performance relative to growth stocks. Those who still pursue value need to be sophisticated in their approaches to find potential investments that hold real value.
Convexity, Resilience and Building Better Brakes with David Dredge
Q: What are your blind spots?
One of my blind spots is thinking I know something based on my experience rather than simply focusing on whether something is cheap or not.

Audience Metrics

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

Listeners per Episode
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Frequently Asked Questions About Street Signals

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

This podcast offers timely insights into financial markets by focusing on current events and their implications for investors. Host Tim Graf engages with experts from State Street and the wider industry to explore complex market dynamics including trade flows, currency valuations, and macroeconomic trends. Unique in its approach, the show emphasizes independent trade ideas rather than relying solely on consensus views, making it a go-to resource for institutional investors seeking comprehensive market analysis.

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How many listeners does Street Signals get?

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Which podcasts are similar to Street Signals?

These podcasts share a similar audience with Street Signals:

1. Monetary Matters with Jack Farley
2. Top Traders Unplugged
3. Excess Returns
4. At Any Rate
5. The Macro Trading Floor

How many episodes of Street Signals are there?

Street Signals launched 3 years ago and published 123 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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What guests have appeared on Street Signals?

Recent guests on Street Signals include:

1. Ron O'Hanley
2. Brad Setser
3. David Dredge
4. Matt Smith
5. Dan Gerard
6. Helen Thomas
7. Aaron Hurd
8. Marvin Barth

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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