TMS Insights October 2024
Ben and Jeremy sit down to discuss the performance of the share market over the September quarter. They also touch on the rotation from banks to resources following the recent announcement of China’s stimulus as well as REA Group’s attempted acquisition of Rightmove.
They also discuss the Federal Reserve’s recent 0.50% interest rate cut and the key geopolitical events including the US elections and the escalation of tensions in the middle east.
Stocks discussed: SOL, BKW and REA.
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