<p>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. </p>

&lt;p&gt;Consensus trades have been put to the sword. Expectations for higher rates, a stronger US dollar, crypto currencies to the moon and especially US tech stock outperformance have all floundered on the rocks of political uncertainty, rising fears of a US growth scare and worries over both overvaluation of stocks and future investment needs for AI and other drivers of the IT story. How many of these concerns are valid and which are worth looking through? &lt;strong&gt;Cayla Seder, a senior strategist from our team in the US&lt;/strong&gt;, joins us to give her perspective on the equity market and whether tech in particular now represents a buying opportunity or if in fact this is the beginning stages of a bubble bursting.&lt;/p&gt;&lt;p&gt;See &lt;a href=&quot;https://omnystudio.com/listener&quot;&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;

Street Signals

The Data