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Ford Motor Co. (F): 2Q24 First Take

While Ford maintained its full-year EBIT guidance and raised its FCFguidance, 2Q EBIT was below the Street driven by the Blue segment (with
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Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)

With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
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Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
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Centrica: Strong results, new buy back, capital allocation debate not fully answered

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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First Take: AT&T...

Overall a good print. Folks might nitpick the lack of a guidance raise, and longer-term there remain concerns aboutiPhone refresh cycle (and impact on FCF and EBITDA); but both were nicely ahead for now.
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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
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NOW +6.5% post mkt

NOW +6.5% post mktA solid print relative to all the itters out there, but diffcult to know the ramifications of the COO/Army CIOsituation, and perception vis-a-vis their strong recent results with Federal Govt. Jack viewed it as the=
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July HICP preview: another bump in the road

We expect Eurozone headline inflation to rise from 2.5% to 2.6% YoY in July, a very small rebound due to energy, probable noise in clothing
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Let’s be rational

EUR flatteners look attractive on the back of the recent short-end rally. Bond risk premia are on the rise despite tight credit spreads.
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Pool Corp. (POOL): 2Q24 First Take

2Q EPS Beat Led by Revenue: Pool Corp reported 2Q EPS of $4.99, above our$4.92 estimate and FactSet consensus of $4.91. The outperformance was primarily
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