ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates"
Episode Synopsis
Two big things you need to know: First, valuations continue to look full for 2024 on the S&P 500, but our model argues for upside in 2025. Second, there’s a lot of little stuff to talk about right now. We run a few of the key updates on our high frequency indicators including those on the rotation trade, small caps, and the election.
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