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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
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

PublishesWeeklyEpisodes100Founded2 years ago
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Latest Episodes

Data drives decisions big and small, but a steady and worrying trend of deteriorating quality in public economic data adds an under-appreciated complexity to the choices made by central bankers and finance ministry officials. Simona Mocuta, chief eco... more

Our title is the most-often asked question of recent weeks, with equity markets making new all-time highs and inflows continuing, despite an overwhelmingly consensus belief that they are also overvalued. However, this seeming paradox can persist, as ... more

The British pound and gilts already face heavy scrutiny from markets, ahead of what could be a politically defining budget process for the UK Labour Party later this Autumn. As our guest this week details, a politically possible outcome that also kee... more

Summer is giving way to autumn and risk markets see few signs of a fall. Its not for lack of potential threats. Questions of Fed independence swirl and the US economy offers in equal parts the potential to either slow sharply or re-accelerate and thr... more

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Recent Guests

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
Peter Vincent
Head of FX Trading in Europe for State Street Markets
State Street Markets
Episode: The Temperature Rises, Markets Keep Their Cool
Dwyfor Evans
Head of Macro Strategy in Asia
State Street
Episode: Yuan Direction: Asian FX, Oil and the US Rate Outlook
Marija Veitmane
Global Head of Equity Strategy
State Street
Episode: US Equities: Complacently Crowded or Suddenly Safe?
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
Robin Tsui
APAC gold strategist at State Street Global Advisors
State Street Global Advisors
Episode: Gold Rush 2.0: Putting the Pedal to the Metal
Dale Haver
Global head of FX sales at State Street Markets with extensive experience in the industry
State Street Markets
Episode: Dollar Discussions In The Desert
Mark Rosenberg
Co-founder and CEO of GeoQuant, focused on assessing political risks and their market implications.
GeoQuant
Episode: Repricing Markets for US Political Risk

Host

Tim Graf
Tim Graf is the host and head of macro strategy for EMEA at State Street. He brings extensive expertise in analyzing market trends and macroeconomic strategies, facilitating insightful discussions with guests who are leading figures in the finance industry.

Reviews

5.0 out of 5 stars from 139 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 States2 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 States2 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 and expert contributions on financial market trends.
The podcast is praised for its depth of analysis and high-quality content provided by knowledgeable guests.
Many find the weekly episodes enlightening and beneficial for understanding current market dynamics.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Gilt Trip: Budgets, UK Politics and the Path of Populism
Q: How likely do you see these inner party tensions contributing to another general election before 2029?
There will definitely be one before 2029. It will almost certainly be in the next 18 months.
No More Fear Left for Fall?
Q: How does the potential re-acceleration of GDP influence your perspective on Federal Reserve actions?
Despite strong GDP projections, the Fed will maintain its conservative approach and not overreact to one-off data points.
No More Fear Left for Fall?
Q: Why haven't we seen a bigger market reaction to the Fed's independence issues?
Markets have remained calm as the Fed is still operating independently, which seems to have the support of the market.
Jackson Hole and Beyond: Labor Pains for the Fed
Q: How does AI contribute to the labor market issues we are facing?
AI may offset some labor shortages by improving efficiency, but its impact on job numbers remains uncertain.
Jackson Hole and Beyond: Labor Pains for the Fed
Q: What do you think will be the most important aspects addressed in the labor market topic at Jackson Hole?
Key discussions will likely revolve around structural labor market changes, influenced by immigration policies and demographics.

Audience Metrics

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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?

Listeners can expect a comprehensive examination of the latest trends and challenges in financial markets, providing insights from both seasoned professionals and leading economists. The content frequently explores critical topics such as monetary policy, macroeconomic strategies, currency valuation, and fiscal dynamics, while also delving into the implications of political events on market behavior. Guests are often experts from the finance industry, adding depth with their perspectives on specific sectors and asset classes.

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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. Macro Hive Conversations With Bilal Hafeez
2. At Any Rate
3. FICC Focus
4. Global Data Pod
5. The Markets

How many episodes of Street Signals are there?

Street Signals launched 2 years ago and published 100 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. Aaron Hurd
2. Marvin Barth
3. Peter Vincent
4. Dwyfor Evans
5. Marija Veitmane
6. Craig Fuller
7. Robin Tsui
8. Dale Haver

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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