Special Edition: 5 Themes and 15 Ideas for 2024

The year is winding down and thoughts are shifting to what will drive markets in the New Year. There will be unknown unknowns that will surely move markets, but in this special edition we will focus on the best ideas we have to express views on the known unknowns. Every year the Macro Strategy team members independently choose the idea they think has the best chance of success in the coming year. Themes emerge from the commonalities and the talking points arise from the contrasts. Tim Graf and the team draw it all together in this Special Edition of Street Signals.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.