ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Fed’s First Cut: Charting Your Course"
Episode Synopsis
Fresh news and strategies for traders. SPY Trader episode #1369.
This episode breaks down the Federal Reserve's first interest rate cut of 2025, analyzing its impact on various sectors and the mixed market reaction. It covers macroeconomic factors, geopolitical risks affecting tech, and significant M&A activity. Concrete trading recommendations are provided for navigating this dynamic environment, focusing on diversification across growth, defensive, fixed income, and alternative assets.
This episode breaks down the Federal Reserve's first interest rate cut of 2025, analyzing its impact on various sectors and the mixed market reaction. It covers macroeconomic factors, geopolitical risks affecting tech, and significant M&A activity. Concrete trading recommendations are provided for navigating this dynamic environment, focusing on diversification across growth, defensive, fixed income, and alternative assets.
More episodes of the podcast The SPY Trader
Chips, Cuts, and the Consolidation Play
17/01/2026
AI Boom and the Russell Breakout
16/01/2026
The Great Rotation: Buying the Tech Dip
15/01/2026
AI Roars as Banks Retreat
14/01/2026
CPI, Banks, and the SmallCap Surge
11/01/2026
Record Rally: Small Caps Lead the Charge
10/01/2026
In God we trust