TMS Insights March 2026
In this edition of TMS Insights, Jeremy and Ben wrap up a strong Australian reporting season and analyse the shifting macro environment. The discussion explores how AI is already reshaping corporate structures and driving operating margins for key market players.
The pair also examine the market impact of the Iranian invasion, specifically its downstream effects on inflation and bond yields.
They conclude by highlighting why significant sell offs often provide strategic entry points for those who look past the headlines.
Companies discussed: BHP, LNW, MIN, SEK, WTC, XYZ, FPH, and WES.
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