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Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 33

Total traffic results for US Class I rails under coverage imply carload growthat +6.9% YoY in week 33, an acceleration versus +4.3% YoY in week 32.

Earnings Season Monitor – 2Q24 Final Take

With 97% of companies having reported, we publish our final take. A net 16% of companies have beat on EPS, while on a

Oil Analyst Reducing Our Brent Range to 70-85

We reduce our range for Brent prices by $5/bbl to $70-85, and our 2025 averageBrent forecast to $77/bbl (vs. $82 prior), reflecting upside surprises to OECD