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Street Signals

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Chart positions today · United States

Not on the United States charts we track today.

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Latest episodes

  • The AI Quotient: Using Machines To Make Better Decisions

    October 15, 2026 · 34 min

    Nearly four years after the release of the first widely available large language models, the investing implications of artificial intelligence have so far been clear: it has been a very good idea to be long the AI factor. But we are no…

  • Bytes, Bonds and the Yen: The Big Picture In FX

    October 1, 2026 · 33 min

    It's easy to get side-tracked by the day-to-day minutiae of markets, and taking a step back to get the bigger picture is often a good idea. Chris Pizzotti, Global Head of FX Sales and Trading at State Street Markets, is an ideal person to…

  • There's Something About Carry

    September 24, 2026 · 17 min

    FX carry trades - earning the yield spread available between two typically risky and safe currencies - is a long-standing theme in markets, which has also enjoyed excellent risk-adjusted returns over the last year. But with rate markets…

  • Does AI Need To Break To Contain Inflation?

    September 17, 2026 · 28 min

    Last week's strong US CPI data left a Fed rate hike this week a foregone conclusion and likely inaugurates at least a modest hiking cycle. Inflation pressures are broad and not strictly energy-related, arguing for tighter policy globally…

  • Yen In Black

    September 10, 2026 · 24 min

    After years of the market anticipating strength in the Japanese yen, it might finally be here. Aided by official Japanese intervention in the currency and hints of collaboration with the United States, a correction of the JPY’s…

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  • Understanding the Rate Market Turmoil

    September 3, 2026 · 28 min

    Almost no matter where you look, bond yields are making new multi-decade highs, with concerns growing that rising debt servicing costs in high debt economies risk a snow-balling effect that culminates in a fiscal crisis. As if that weren’t…

  • Jackson Hole 2026: Questions of Clarity and Credibility

    August 13, 2026 · 29 min

    August often brings important messaging shifts from the Federal Reserve, with their Jackson Hole Symposium, scheduled for 28-29 August, the usual forum. And we often speak to Marvin Loh, Senior Macro Strategist on our Americas team, about…

  • Cross-Market Signals for the Summer

    July 23, 2026 · 18 min

    As markets enter vacation mode, this week's podcast presents our annual summer overview of the proprietary indicators available from State Street Markets and how they map to the most relevant themes driving assets and currencies. The…

  • Marvin Barth: US Productivity, From Greenspan to Warsh

    July 16, 2026 · 51 min

    The passing of Alan Greenspan last month and confirmation of Kevin Warsh as Federal Reserve Chairman in May bookend two booms is US productivity: the mass networking of computing power during the Greenspan Fed of the 1990s and the…

  • Sir Ben Wallace: Defense, Deterrence and Lessons of Modern Warfare

    July 9, 2026 · 48 min

    The need for robust and enhanced defense spending in an increasingly fragmented world is a policy objective agreed upon across the political divide. Few are better positioned to comment on the obstacles and opportunities of the process…

  • Mick Mulvaney: Policy, Polarization and Political Legacy

    July 1, 2026 · 38 min

    With so many unanswered questions about the direction of US domestic politics and the role the United States now plays in the world, few can bring the experience and depth of knowledge of the political process as this weeks guest, Mick…

  • Alastair Campbell: Leadership, Media and the Populist Moment

    June 24, 2026 · 37 min

    Few people are better positioned to comment on current trends in media and politics than Alastair Campbell. After a long career in journalism and politics, serving as UK Prime Minister Tony Blair's Press Secretary and Downing Street…

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About the show

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.