TMS Insights July 2024

8 July 2024

With the US, UK and French elections top of mind, Ben and Jeremy discuss the relationship between politics and the economy/share market. They also provide an update on inflation, interest rates and how Australia compares to the rest of world.

The boys wrap up by touching on private equity, the recent Guzman and Gomez IPO as well as providing a sneak preview into the upcoming reporting season in August.

Stocks discussed include: GYG.


General Advice Warning:

The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.