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Artwork for Street Signals

Street Signals

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

PublishesWeeklyEpisodes136Founded3 years ago
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Latest Episodes

To kick off State Street’s series of global research events, we are joined by research partner Alberto Cavallo, co-founder of PriceStats and Professor of Business Administration at Harvard Business School. In this wide-ranging discussion of inflation... more

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Wednesday’s hopeful news of a possible end to hostilities in Iran and opening of the Strait of Hormuz comes just as the macro impact of events is starting to be felt and seen in economic data. A resolution does not change the realities of high near-t... more

YouTube

Short-term market conditions remain subject to the headlines. Long-term questions of US equity market performance and whether investors require a rethink of their asset allocation preferences are the same and as valid today as they were before the er... more

YouTube

In a decade full of seismic geopolitical events, the conflict in Iran had the potential to rank amongst the most impactful. Yet financial markets never priced it as more than a fleeting instance of volatility. And now, the most severe dislocations ar... more

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Recent Guests

Pete Vincent
Head of trading in EMEA
State Street Markets
Episode: Iran: Has the Market Moved On?
Ning Sun
Senior Emerging Markets Strategist
State Street
Episode: The Year of the Fire Horse: China in Focus
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
Marvin Loh
University professor and financial strategist
State Street
Episode: Jackson Hole and Beyond: Labor Pains for the Fed
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

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 153 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 States4 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.

Apple Podcasts
#168
Germany/Business/Investing
Apple Podcasts
#80
Chile/Business/Investing
Apple Podcasts
#137
Hong Kong/Business/Investing
Apple Podcasts
#160
India/Business/Investing
Apple Podcasts
#163
South Africa/Business/Investing
Apple Podcasts
#182
Chile/Business

Talking Points

Recent interactions between the hosts and their guests.

Strait Talk: Oil, Macro and the Political Economy
Q: What are your views on USD exposure and the policy path for different regions?
The host notes that the US economy is relatively insulated, potentially reducing pressure on hikes, while Europe and Japan face greater energy shock risk; the guest suggests the dollar could remain under pressure given global policy rate expectations and structural deficits, though short-term moves depend on central bank actions.
Strait Talk: Oil, Macro and the Political Economy
Q: What are the implications for inventories and potential demand destruction in the near term?
Inventory levels are stretched across major regions, with the US and Japan holding significant strategic reserves; demand destruction is expected to emerge as prices rise, particularly affecting air travel and consumer spending as prices move toward and beyond $4 per gallon.
Strait Talk: Oil, Macro and the Political Economy
Q: How does this energy shock compare to historical events like the 1973 oil embargo in terms of impact on energy supply and markets?
The guests explain that the current disruption is substantially larger, with about 20% of global energy supply disrupted, making it three times as severe as the 1973 embargo, and they note ongoing efforts to reroute supply through pipelines and alternative production but maintain that the Strait remains the dominant constraint.
US Stocks: Stick or Twist?
Q: Is there a part of the market that is unloved but you actually like, and why?
Health care, particularly pharma, stands out as an area with strong margins and durable earnings that hasn't been fully rewarded yet, indicating a potential rotation into higher‑quality earnings within that sector.
US Stocks: Stick or Twist?
Q: What is your asset allocation preference going forward in the near term, especially regarding equities vs. bonds and duration?
He suggests staying overweight equities while also holding cash or short duration as a hedge, emphasizing that earnings growth matters most in a liquidity‑constrained environment and that duration risk is a central concern.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
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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 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. Forward Guidance
3. At Any Rate
4. Macro Voices
5. Monetary Matters with Jack Farley

How many episodes of Street Signals are there?

Street Signals launched 3 years ago and published 136 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. Pete Vincent
2. Ning Sun
3. Meg Czasonis
4. Brad Setser
5. David Dredge
6. Matt Smith
7. Marvin Loh
8. Aaron Hurd

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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