海外研报

First Take: GoOGL...

GO0GL +2.7% post mktSolid numbers across the board - with everything (ex YouTube ads) basically in-line-to-better - butexpectations were high, so

The Consumer in Context

Our view has been that consumer spending would slow but not slump; so far that path has played out. Employment, wealth, and

Acronyms, acrimony, and anagrams--Global Daily

Germany reeled from the far-right AfD and far-left BSW taking 42-49% of the vote in two eastern states. It could even have been worse: only a late “computer glitch” removed a seat the

GS--Confluent Inc. (CFLT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Confluent’s CEO Jay Kreps as part of our Communacopia +Technology conference.

GS--BoE Holds Policy Rate at 5.00% on 8-1 Vote; Notes “Gradual Approach” Remains Appropriate

BOTTOM LINE: The BoE voted by a majority of 8-1 to keep Bank Rate unchanged at5.00% at the September MPC meeting, with Dhingra dissenting in favour of a 25bp