TMS Insights July 2022

26 July 2022

Ben and Jeremy sit down to discuss the current state of the economy and the key macroeconomic variables influencing markets. They touch on inflation, the recent increase (and subsequent contraction) in bond yields and how this will impact corporate earnings and share market valuations in FY23.

The boys also review the upcoming reporting season in Australia and the US and preview an excellent graph showing the current disparity between P/E Multiples and forecast earnings.

Stocks discussed include: Walmart

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