About this episode
*Key fundamental views for today*
Strategy| Long EGAL on rebound in Aluminum prices
Macro| FY25/26 budget is out and it foresees a plunge in average treasury yields to 16%
Macro| Maersk might transit the SC soon - Positive for USD.
Macro |Global commodity prices imply more stability on the fuel front - Positive for inflation, interest rates.
EFIH or FWRY? Long both - own the rails and the riders
GBCO| Soft start to the year with weak contribution from GB capital
ATLC| At 2.5x book, recovery story has been largely priced in
COMI| Earnings call highlights
LCSW| Weak volumes during 1Q and no catalysts until end 2025
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