ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?"
Episode Synopsis
A weak US jobs report reignited concerns about a US recession, and a surprisingly large Bank of Japan rate hike causes a rapid unwind of the yen carry trade. Together, these sent shockwaves through financial markets. Paul Diggle and Luke Bartholomew speak to James McCann and Sree Kochugovindan about whether “this time is different” for US recession indicators, what the resignation of Prime Minister Kishida means for the Bank of Japan, and the outlook for US and Japanese monetary policy.
More episodes of the podcast Macro Bytes
Should the market fear fiscal dominance?
09/09/2025
Is the Fed about to be 'Trumpified'?
08/08/2025
How much infrastructure does the world need?
25/06/2025
In God we trust