TMS Insights August Reporting Season

31 August 2022

With reporting season drawing to a close Ben and Jeremy sit down to discuss which companies have beaten expectations and which companies have fallen short. They also touch on the biggest issues currently facing the economy (labour constraints, yield curve inversion, inflation and rising interest rates) and which companies are best poised to benefit from an inflationary environment.

Stocks discussed include: ALU, TYR, DRR, MIN, WTC, WES, WOW, APA, TCL and QUB.

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