ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "2Q21 Earnings Preview"
Episode Synopsis
This week in the podcast, werun through our thoughts on 2Q21 reporting season, which gets underway thisweek. Three big things you need to know: (1) 2Q21 reporting season is offto a good start, based on the stats of the early reporters. (2) An importantshift in earnings sentiment has occurred, with Cyclicals, Value, and Financialsweakening. (3) Our recent analyst and investor surveys suggest inflationimpacts will be one of the key issues to monitor.
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