ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The Next Big Macro Trade"
Episode Synopsis
Markets are caught between cross currents, and the thesis for a stronger USD / sticky inflation seems as valid as the thesis for gentle disinflation / slower growth. Brent and Alf discuss what the next big macro trade could be.
Transcript: https://www.spectramarkets.com/tmtf-transcript-20feb25/
Transcript: https://www.spectramarkets.com/tmtf-transcript-20feb25/
More episodes of the podcast The Macro Trading Floor
More Pain Ahead Or Buy The Dip?
23/11/2025
''Run It Hot'': The Comeback?
14/11/2025
We Have A Deal: Now What?
31/10/2025
Momentum Shock: What Next For Markets?
23/10/2025
Gold & Cockroaches
17/10/2025
Buy The Bubble or Watch It Burst?
10/10/2025
Cracks In The US Labor Market - What Next?
06/09/2025
The Truth Behind Fiscal Dominance
29/08/2025
Run It Hot Hot Hot
23/08/2025
Is The Fed Ready To Capitulate Dovish?
08/08/2025
In God we trust