Street Signals cover art

Street Signals

Street Signals

By: State Street
Listen for free

LIMITED TIME OFFER | £0.99/mo for the first 3 months

Premium Plus auto-renews at £8.99/mo after 3 months. Terms apply.

About this listen

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 for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.

2026 © 2025 State Street Corporation – All Rights Reserved
Economics Personal Finance
Episodes
  • Tackling the 2026 Consensus
    Jan 8 2026

    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 Strategy for EMEA, carries on a tradition in going through a few of the most prominent consensus outlooks, mapping them to the message from our proprietary indicators and highlighting opportunities to go with or against the herd.

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    16 mins
  • The Best Reads of 2025
    Dec 18 2025

    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 that our choices are informed by our work analyzing macroeconomics and markets. But as you're about to hear, many of the choices have nothing to do with our day jobs. This year, we published our 12th edition of that list, available now on our Insights platform. This week's podcast is an audio summary of that document and a chance to bid you a very festive and happy holiday season, and wish you a Happy New Year!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    24 mins
  • Trading Notes for '26
    Dec 11 2025

    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 risk factors for 2026, with implications of the AI investment cycle also factoring heavily into a macro outlook. We catch up with Peter Vincent, EMEA Head of Trading, for his thoughts on the state of the US labor market, inflation, policies of the Federal Reserve, ECB and Bank of Japan, and the other critical drivers for rates and FX around the world.

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    31 mins
No reviews yet