ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments"
Episode Synopsis
Three big things you need to know: First, we’d describe 4Q23 reporting season as a mixed bag so far. Second, in our transcript review we were struck by the wide range of views on the macro backdrop and outlook as well as the continued emphasis on the challenges associated with inflation and higher costs. Third, things that jumped out in our high frequency indicators last week included some modest improvements on some of our sentiment and valuation models. Plus, one bonus thought on the US Presidential Election.
More episodes of the podcast RBC's Markets in Motion
The Calendar Turns
05/01/2026
Our Year-Ahead US Equity Market Outlook
01/12/2025
What We're Watching & What's Working
24/11/2025
Early Learnings From Earnings
28/10/2025
Thoughts On Week 1 of Reporting Season
21/10/2025
The Hunt For Red October
13/10/2025
In God we trust