ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Episode 176: Areas of Interest"
Episode Synopsis
In this week’s episode, David and Ian discuss important levels (areas of interest) on the trade-weighted dollar, trade-weighted yen, long-term treasuries, volatility (VIX), home construction (ITB), Semiconductors, Energy, Apple, and more. While risk-on measurements such as CCC credit spreads and junk bond/intermediate bond ratios remain positive, seasonality indicates further weakness heading in to October.
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