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A central-bank survey shows restrictive policy and fragile disinflation, putting Alphabet's ad budgets and AI spending at risk.
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Navigating the divergence between soft confidence data and hard spending metrics to forecast advertising revenue.
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A probabilistic assessment of how persistent price pressures impact Google's core revenue, hardware costs, and cloud growth potential.
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Detailed analysis of CPI, PCE, and PPI data reveals persistent upward momentum and sectoral anomalies
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Examining US CPI, core PCE, and global divergences through a rigorous empirical lens
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Energy shocks, trade fragmentation, and fiscal expansion are reshaping the macro landscape—here's what it means for Alphabet's core businesses.
