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