ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Optimism with caveats"
Episode Synopsis
Global equity markets are once again flirting with record highs, buoyed by renewed optimism that the global economy can achieve a soft landing—and by persistent enthusiasm over the potential productivity gains from AI-related investment. In our charts this week we focus on:
The Fed and interest rate expectations
The global business cycle
Consumer confidence in the US and Europe
Euro area credit conditions
UK manufacturing
Shipping costs and traded goods prices
The Fed and interest rate expectations
The global business cycle
Consumer confidence in the US and Europe
Euro area credit conditions
UK manufacturing
Shipping costs and traded goods prices
More episodes of the podcast Macro Pulse
Between Optimism and Uncertainty
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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
Risks and Relief
23/10/2025
Momentum With Caveats
16/10/2025
In God we trust