TMS Insights February Reporting Season
Ben and Jeremy sit down to discuss the Australian and US earnings seasons, the recent US election and the implications of a Trump presidency for the share market. They touch on the widely discussed tariffs and the impact on inflation, interest rates and the economy.
The boys discuss the performance of the big 4 banks in Australia, the ongoing impact of the ever-changing AI landscape as well as the key things to look out for this reporting season.
Stocks discussed include: AMZN, GOOG, MSFT, CBA and REA.
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