ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Tariff Truce, Tenuous Trust"
Episode Synopsis
Financial markets found a measure of calm this week, buoyed by some subtle shifts in tone from US policymakers. But beneath the surface, significant downside risks persist. In our charts this week we focus on:
China-US shipping activity
US and Euro area GDP growth
Yield differentials and the US dollar
Structural growth drivers and the dollar
Competitiveness gauges in the US, Europe, Japan and China
Monthly wage costs in selected economies
China-US shipping activity
US and Euro area GDP growth
Yield differentials and the US dollar
Structural growth drivers and the dollar
Competitiveness gauges in the US, Europe, Japan and China
Monthly wage costs in selected economies
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