TMS Insights July 2025

June 30, 2025

As another financial year draws to a close, Ben and Jeremy sit down to discuss the recent tensions in the Middle East, the likelihood and impact of further interest rate cuts in Australia/US as well as the Australian banking sector.

They also provide a general market update and unpack a few new stocks we have been keeping our eye on.

Stocks discussed include: CBA, XRO, MAQ and PNI.

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.

You might also like the following insights. Return to insights