ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Back to School"
Episode Synopsis
With the summer vacation season now over in the Northern Hemisphere our charts this week shed light on recent and prospective developments in the world economy. More specifically we look at the following:
· The global policy rate consensus
· Inflation surprises and oil prices
· The global business cycle
· China’s excess capacity
· Japan’s carry trade
· US monetary policy and labour markets
· The global policy rate consensus
· Inflation surprises and oil prices
· The global business cycle
· China’s excess capacity
· Japan’s carry trade
· US monetary policy and labour markets
More episodes of the podcast Macro Pulse
Between Optimism and Uncertainty
15/01/2026
Cooling Inflation, Diverging Growth
08/01/2026
The Upside Risks
18/12/2025
The Downside Risks
11/12/2025
Diverging Paths, Converging Risks
04/12/2025
D&B's Global Business Survey Data
26/11/2025
The Year Ahead
20/11/2025
The Year in Review
13/11/2025
Optimism with caveats
30/10/2025
Risks and Relief
23/10/2025
In God we trust