Pre-Session Views
Episode 12 min 12s

Pre-Session Views

In today's Views: Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name the list winners. PHDC | The market has already priced in NUCA’s fees, Jirian net cashflows partially offsets the liabilityPHAR | 1H25 preliminary results, strong earnings growth; EIPICO 3 catalyst awaitedGBCO | 1H25 Earnings beat estimates, upside still aheadHRHO | Volatility priced in, growth engines running; we reiterate our FVBINV |...

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