HeyJaredStreet Signals
Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 24, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
There's Something About Carry (opens the original)
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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 becoming more disruptive, are these strategies at risk? This week, we look at the positioning and pricing in currencies exposed to carry trades, on both the long and short side, to determine if any complacency persists. Host Tim Graf, Head of Macro Strategy for E
Does AI Need To Break To Contain Inflation? (opens the original)
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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. But does one key source of inflation, the AI build-out, need to break, to get price stability back on target? And what does that mean for an asset allocation strategy over the remainder of this year, into 2027? We discuss these questions, as well as how the US
Yen In Black (opens the original)
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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 long-standing perceived undervaluation would make for one of the most meaningful currency trends of the last decade. But why now? Will the yen strength of recent weeks last? And how far can it go? This week, we ask Michael Metcalfe, Global Head of Macro Strategy at State
Understanding the Rate Market Turmoil (opens the original)
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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 enough, risk markets, particularly equities and credit, still appear oblivious to the potential for upset. After a pivotal week of speeches and pronouncements from US policy officials, it seemed a good time to catch up with Peter Vincent, State Street Markets
Jackson Hole 2026: Questions of Clarity and Credibility (opens the original)
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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 it. Unique circumstances might limit headline risk this year, but that's not for a lack of discussion material. Questions over the tightness of the labor market, the direction of inflation and the communication strategy of the central bank will dominate intere
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