ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The waiting is the hardest part"
Episode Synopsis
Markets are hopeful that we get some kind of new US-China detente on trade ahead of a purported Xi-Trump summit "later this month". The stakes couldn't be higher. Plenty more to talk about as well as metals continue to scream higher in a slightly nervy market. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
No substack post today on the John J. Hardy substack, but here's a link discussed in today's pod (HT FTAlphaville) on What happens when Chinese resolve meets American rent-seeking?
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
No substack post today on the John J. Hardy substack, but here's a link discussed in today's pod (HT FTAlphaville) on What happens when Chinese resolve meets American rent-seeking?
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
More episodes of the podcast Saxo Market Call
The silver streak - can it continue?
10/10/2025
One deal closer in the AI capex endgame
07/10/2025
In God we trust