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Jefferies' Brent Thill says Amazon's cloud backlogs are not converting into revenue quickly enough
Thill called the quarter broadly in line but short of elevated expectations, with advertising and core retail softer while AWS growth and backlog remained strong.
Shell's CEO says fuel-station volumes are about 5% below prior levels globally and closer to 10% lower in Asia
Wael Sawan attributes the drop largely to price sensitivity and deferral rather than permanent demand loss, says LNG offtake has held up, and calls it too early to judge long-term demand effects.
Lagarde will leave the ECB presidency early, before her term ends
The succession news overshadowed an unchanged rate decision; on French bonds Lagarde cited global yield pressure, an energy shock and competition for capital from corporate issuers.
Bloomberg says record investment-grade issuance is being driven by AI-related capex
Bonds are regaining a safe-haven role as bond volatility eases, while the Fed's hold with a possible tightening signal leaves markets pricing hikes into year-end and early next year.