Pre-Session Views
Update: 2025-11-30
Description
- Strategy | Benign November inflation figure should unlock another 100 bps Christmas day policy rate cut.
- ELEC | Earnings soft patch but medium-term re-rating intact
- Urea | US LNG surge crushes European gas; urea downside risks increase
- ABUK | McKinsey roadmap to unlock efficiency and ensure CBAM compliance
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