ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Margin Revolution – How U.S. Inflation Will Fall to 2%"
Episode Synopsis
This week we cover the extreme optimism in equity markets against a backdrop of softening economic data. We shine our spotlight on how declining pricing power and margin compression are bringing down inflation in the U.S.
The Week in Review (1:03) — The bulls charge; retail sales slump; Bank of England stands pat
The Week Ahead (6:37) —Europe politics comes to the forefront in a data-light week
The Spotlight (8:08) — Firms are losing pricing power, dragging on margins and helping disinflate the economy
Canada Corner (12:57) — The BoC is not concerned about a weaker Loonie, more cuts will follow
Please get in touch at: [email protected]
For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial
The Week in Review (1:03) — The bulls charge; retail sales slump; Bank of England stands pat
The Week Ahead (6:37) —Europe politics comes to the forefront in a data-light week
The Spotlight (8:08) — Firms are losing pricing power, dragging on margins and helping disinflate the economy
Canada Corner (12:57) — The BoC is not concerned about a weaker Loonie, more cuts will follow
Please get in touch at: [email protected]
For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial
More episodes of the podcast Rosenberg Round-Up
Au Revoir
30/08/2024
Brother, Can You Spare a Job?
23/08/2024
Navigating the Turbulence
09/08/2024
Land of the Rising Yen
02/08/2024
The Mag 7 Run Out of Ammo
25/07/2024
In God we trust