Pre-Session Views

*Key fundamental views for today* Strategy| FWRY and EGAL offer value post yesterday's sell-off Macro| Core Inflation up in April, no threat to expected easing path Macro| Restoring normal traffic to the Suez canal might take months Macro| The Government will tap international financial markets before mid-2025 JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/w ARCC| Two-month quota suspension casts doubt on ARCC FY25 earnings MFPC| Sta...