Pre-Session Views

In today's Views: Strategy | September inflation rate may dip to c. 10% and the likelihood of 2-3% cumulative rate cuts until year-end is now close to 90%MTIE| No Basata Abu Dahbi transaction in 2025; investments remain a 2026 storyFERC | Strong debut, hits limit up as expectedMCRO | Capital increase to fuel growth and deleveragingISPH | Dividend signals expanding free cash flow; reiterate BUYGBCO | Our high-conviction call: entry point too attractive to miss