ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Fine, But Not Fabulous"
Episode Synopsis
The big things you need to know:First, we run through our first impressions from week 1 of 2Q25 reporting season in terms of both the stats and company commentary. Out of the gate, our impression is that it’s been fine but not fabulous.Second, we review what else jumps out to us on our high frequency indicators which includes the underperformance of quality factors, average levels of bullishness on the weekly AAII retail investor survey, and subdued flows to US equity funds.
More episodes of the podcast RBC's Markets in Motion
Thoughts On Week 1 of Reporting Season
21/10/2025
The Hunt For Red October
13/10/2025
3Q25 RBC Analyst Outlook Survey Results
09/10/2025
Conversations in the US
06/10/2025
Conversations in London
29/09/2025
Very Early Thoughts on 2026
15/09/2025
Additional Uncertainty
09/09/2025
Wrapping Up The Summer, Tariff Thoughts
02/09/2025
In God we trust