Street Signals

Asset allocation decisions are difficult enough, but especially so in the current environment, with the paths of growth and inflation so unclear. A recent paper by Mark Kritzman, one of our academic partners, and David Turkington, Head of State Street Associates, helps frame this quandary, using techniques that help determine the most relevant historic comparatives, towards making better, more informed predictions in an application to portfolio construction.See omnystudio.com/listener for privacy information.

Inflation is in retreat - not at a pace fast enough for the Fed to abandon its stance of tighter monetary policy but enough that the Fed skipped a rate hike at its most recent policy meeting. During a pivotal two weeks of central bank meetings, where inflation remains top of mind, what now? Join Tim as he discusses the outlook for inflation and monetary policy with State Street Global Markets' Head of Macro Strategy, Michael Metcalfe. Drawing on PriceStats and State Street's other real-time data tools, Michael provides an up to the minute inflation reading and considers the likelihood of a prolonged pause in rate hikes and the prospect of rate cuts.See omnystudio.com/listener for privacy information.

Previously only available to State Street's clients, Street Signals goes public! In this opening episode, we introduce the State Street Institutional Investor Indicators (3is), a new set of tools for investors. State Street's 3is provide a view of the positioning, risk appetite and portfolio carbon exposure of the world's largest institutional investors based on aggregated and anonymized post-trade data. That means they offer a window into what global investors are actually doing, not what they say they're doing. Join host Tim Graf in conversation with State Street Global Markets' Head of Research, Will Kinlaw, to discuss how these indicators work and what they reveal right now.See omnystudio.com/listener for privacy information.