TMS Insights November 2023

16 November 2023

Ben and Jeremy sit down in our freshly renovated offices to discuss what’s been happening in markets over the last month. The macro environment and interest rates remain top of mind with the consensus view being that US interest rates have finally peaked. The boys also discuss the US reporting season, the banking sector in Australia and the likelihood of rate cuts in 2024.

Stocks discussed include: MSFT, AMZN, GOOG, MQG, REA, GMG, ALL, XRO, BHP, DRR, CBA, WBC, NAB and ANZ.


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