海外研报

Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to

Did the market overshoot?

• The underlying data in Friday’s employment report was

Still Like Macau Gaming, Though More BB Than B

The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were