About this episode
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 story
- FERC | Strong debut, hits limit up as expected
- MCRO | Capital increase to fuel growth and deleveraging
- ISPH | Dividend signals expanding free cash flow; reiterate BUY
- GBCO | Our high-conviction call: entry point too attractive to miss
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