In this week's version of Bloomberg Intelligence radio, Fernando Valle previews oil E&P earnings and explains why WTI's discount to Brent is likely to stay narrow through year-end. Lee Klaskow notes that trucker sentiment is driving bullish rate expectations. Laurent Douillet says to look beyond 35% EU EPS growth -- the devil is in the details. Mustafa Okur shares his view that European industrials' 3Q earnings reports will be all about costs. And Eileen Segall says Bentley Systems is well poised for a wave of infrastructure spending.

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