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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
Interest Rates
Equities
Geopolitics

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

PublishesWeeklyEpisodes129Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

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

Market volatility continues to climb in February, with a landmark Supreme Court ruling on US tariffs last week upending US trade policy in an afternoon. Questions now circle as to whether last years trade-induced USD weakness that was expected to con... more

In celebration of Lunar New Year, we take a deep dive into China’s political economy. Despite trade tensions, a weak consumer and a halting post‑COVID recovery, a powerful export boom kept China on track last year—and could do so again in 2026. Fresh... more

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The changing of the guard at the top of the Federal Reserve comes at a crucial time for policymakers and markets. It is far from certain whether the promise of artificial intelligence heralds an era of stronger trend growth, or if the displacement in... more

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Recent Guests

Dan Mazza
Head of FX Forwards trading in the Americas
State Street
Episode: Trading the Policy Whiplash
Ning Sun
Senior Emerging Markets Strategist
State Street
Episode: The Year of the Fire Horse: China in Focus
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
Ron O'Hanley
Chairman and CEO of State Street
State Street
Episode: Taking Stock of '26: A Conversation with Ron O'Hanley
Peter Vincent
Runs the European trading business for State Street Markets
State Street Markets
Episode: Trading Notes for '26
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

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 145 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.

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.

Apple Podcasts
#171
Italy/Business/Investing
Apple Podcasts
#18
Poland/Business/Investing
Apple Podcasts
#136
Chile/Business/Investing
Apple Podcasts
#143
India/Business/Investing
Apple Podcasts
#151
Singapore/Business/Investing
Apple Podcasts
#153
Poland/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
AI, Labor Disruptions and the Future of the Fed
Q: What are the big drivers of that?
The wealthier sector is performing well, which sustains stronger growth, although the labor market remains a concern, particularly for lower-income consumers.
AI, Labor Disruptions and the Future of the Fed
Q: Can you just kind of level set where we are with the US economy? What's the story at the moment?
Despite various headwinds and uncertainties, the US economy appears to be doing quite well with surprising growth projections.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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 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. Odd Lots
2. The Memo by Howard Marks
3. Exchanges
4. Capital Allocators – Inside the Institutional Investment Industry
5. Masters in Business

How many episodes of Street Signals are there?

Street Signals launched 3 years ago and published 129 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. Dan Mazza
2. Ning Sun
3. Fred Goodwin
4. Meg Czasonis
5. Ron O'Hanley
6. Peter Vincent
7. Brad Setser
8. David Dredge

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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