ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Downside Risks"
Episode Synopsis
Following last week's softer-than-expected US labour market report bond yields have fallen sharply as investors repriced the outlook for Fed easing. This recalibration arguably also reflects growing awareness of mounting downside risks across the US and broader global economy. In our charts this week we focus on:
Capacity pressures in the US and Europe
US housing market weakness
US bank lending standards
Global growth momentum
Shipping costs and supply chain pressures
Excess capacity in China
Capacity pressures in the US and Europe
US housing market weakness
US bank lending standards
Global growth momentum
Shipping costs and supply chain pressures
Excess capacity in China
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