Pre-Session Views

Strategy | ACTF strategic partner is not BTFH but it is still a BUYMacro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cutABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUKLCSW | Natural gas price hike largely priced in, but downside risk remainsCement Market | BMIC counteroffer adds more fuel to M&A fire, recalibrating sector valuations