Europe has realised over the past two to three years the great need that it has to become independent from an energy point of view.

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more.

Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the fixed income instruments as a way to help fight climate change. Green bonds have also become a good indicator of a company’s behaviour as they encourage issuers to report on their carbon footprint…

Using behavioral analysis and cycle-based modeling, Ron examines the S&P 500’s key psychological levels, global asset rotation trends, and the outlook for oil.

Marc Seidner, PIMCO's CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.

How do global investors use the S&P 500 to better understand the performance and potential opportunity set in U.S. equity markets? S&P DJI’s Tim Edwards joins GCMA’s Michael Grifferty for a closer look at the role of the S&P 500 ecosystem in the global economy and how market participants are using the index icon…

The oil price has taken center stage again, while investors still struggle with the question whether the U.S. dollar will continue to weaken. Washington’s big spending bill keeps the U.S. deficit decisively dicey and Europe ramps up defense spending. Tune in!

Robin Tsui, Gold Strategist for State Street Global Advisors in Asia Pacific, joins the Street Signals podcast this week to analyze market developments behind the surge in demand for gold over the past three years.

Underperformance of U.S. Treasuries and the dollar during recent market turmoil begs the question of whether the safe haven status of the United States, long taken for granted, will be as easily conferred in future times of trouble.

Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?

Group CIO Dan Ivascyn helps investors unpack today’s market narratives around elevated government debt, risks to the U.S. dollar, and the importance of seizing opportunities beyond U.S. borders.

In this episode of Clipping Coupons, Head of Securitized, Dmitri Rabin, explains why indicators may be overstating the health of U.S. consumers and the economy.

The merging of public and private credit markets is transforming capital allocation in unprecedented ways, creating new investment choices and expanding private credit’s reach to new investors.

Mark Rutherford, Co-Manager of Mawer’s Canadian large cap strategy, discusses the ongoing volatility in oil, the unique role of gold, the outlook for Canadian banks, and the potential impact of recent political changes. Mark also shares how the Mawer team is leveraging AI to enhance their investment process and decision-…

ECB’s Cipollone and Spain’s Hernández de Cos talk timing and strategic arguments for a new Central Bank Digital Currency.

In this video, Professor Congdon expresses his concerns about the significant increase in U.S. public debt in recent years. Historically, the creditworthiness of the USA has resulted in significant demand for U.S. Treasuries, including from overseas buyers.

This week, Street Signals takes to the road, traveling through four countries in the Middle East. Dale Haver, Global Head of FX Sales at State Street Markets, joins State Street for a quick but expansive chat on FX markets past and present.

The recent increase in volatility has been fueled, notably by the tariff wars. Consequences are firstly inflationary pressures.

Greenlight Capital Founder and President David Einhorn discusses the challenges of value investing in the current market environment, his investment approach, and the performance of his fund over the years.

The securitization market is a vital tool for diversifying funding sources. While the U.S. has built a robust, mature market, Europe lags, hindered by regulatory barriers and fragmented market practices. Structural challenges have stifled growth, limiting Europe’s ability to match the U.S. in scale and efficiency.