Four Themes Driving Summer Markets

After a burst of volatility, markets are settling. Is the turmoil over or was it the opening episode in a destabilizing series of events? We don’t know but there are metrics we can monitor to get a better sense of how asset and currency markets will behave in the coming weeks. Street Signals host Tim Graf walks through four different themes from State Street Global Markets' suite of proprietary indicators of investor behaviour, inflation and risk. Each can be observed daily, with implications for returns in equity, rate and FX markets in the balance.See omnystudio.com/listener for privacy information.

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Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Global Markets. Leveraging new tools, proprietary data and deep expertise, the Global 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.