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Happy New Year from the team at TMS.

In our first insights for the year Ben and Jeremy discuss the most recent quarterly inflation print of 0.6% and what this means for the market and your portfolio.

The boys also touch on the recent US reporting season and provide a sneak preview of the upcoming reporting season in Australia. With many people speculating whether Australia is currently entering a bull market Ben and Jeremy review the key characteristics of a bull market and the economic signals to be aware of.

Stocks discussed include: MSFT, GOOG, AMZN, RMD and CSL.

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