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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

PublishesWeeklyEpisodes134Founded3 years ago
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Latest Episodes

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

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

Many of the consequences of the latest disruption to global energy supply have yet to surface. While oil has been the immediate focus, volatility across global interest rate curves is emerging as an equally consequential second-order effect. Markets ... more

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As the conflict in the Middle East enters a third week, markets remain uneasy but resilient. Lessons absorbed during past geopolitical shocks have so far kept this a slow-burn test of positioning and risk tolerance, rather than a volatility event wit... more

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Recent Guests

Dan Gerard
Senior strategist on the State Street Markets team in Boston
State Street Markets
Episode: US Stocks: Stick or Twist?
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
Michael Metcalfe
Global Head of Macro Strategy
State Street
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
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
Elliot Hentov
Chief Macro Policy Strategist at State Street Investment Management
State Street Investment Management
Episode: Global Competition and Its Trade Offs with Elliot Hentov
David Dredge
CIO of Convex Strategies
Convex Strategies
Episode: Convexity, Resilience and Building Better Brakes with David Dredge

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 150 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 States3 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.

Talking Points

Recent interactions between the hosts and their guests.

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.
US Stocks: Stick or Twist?
Q: Given all you've said, why do markets continually underestimate earnings?
The guest points to the combination of record‑watching by analysts, the unprecedented scale of the tech leaders, and psychological factors where fear of being caught off sides leads investors to discount earnings potential; yet history with internet giants shows earnings power can persist longer than many expect.
Strait Signals: Assessing the Iran War Risk Premium
Q: How might policymakers respond to an energy-driven inflation shock?
Monetary policy would likely remain cautious about hiking if energy disruption persists, focusing more on fiscal measures to cushion households and sectors affected by high energy prices. The balance between inflation and growth would steer the policy path, with a stronger emphasis on fiscal buffers and potential energy-sector support.
Strait Signals: Assessing the Iran War Risk Premium
Q: What scenarios do you see as most likely for the coming weeks of the conflict?
Two main outcomes dominate: a scenario where Iran's threat is shrunk and energy/shipping lanes reopen, which would be favorable for markets; and a longer, more disruptive scenario where the threat remains and energy costs stay elevated, pushing macro risks higher. Peripheral but less likely possibilities include regime changes or escalations via external powers, but the core dichotomy is open energy versus re-stabilization.

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 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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Which podcasts are similar to Street Signals?

These podcasts share a similar audience with Street Signals:

1. Macro Hive Conversations With Bilal Hafeez
2. Global Data Pod
3. RenMac
4. Top Traders Unplugged
5. At Any Rate

How many episodes of Street Signals are there?

Street Signals launched 3 years ago and published 134 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. Dan Gerard
2. Pete Vincent
3. Ning Sun
4. Meg Czasonis
5. Michael Metcalfe
6. Ron O'Hanley
7. Brad Setser
8. Elliot Hentov

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