Pre-Session Views

*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, reco...