Pre-Session Views

*Key fundamental views for today*    Strategy| FWRY and EGAL offer value post yesterday's sell-offMacro| Core Inflation up in April, no threat to expected easing pathMacro| Restoring normal traffic to the Suez canal might take monthsMacro| The Government will tap international financial markets before mid-2025JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/wARCC| Two-month quota suspension casts doubt on ARCC FY25 earningsMFPC| Stable Q for MFPC, maintain equalweightADIB| strong 1Q25; penalized by lack of cash dividends  Weekly Commodities Update