13.08.26 with Michael Carmody, Centennial Asset Management
Michael Carmody from Centennial Asset Management discusses the US market performance, inflation data, and the impact on interest rates. He also covers the results of major companies like CBA, ANZ, Seek, Premier, Suncorp, IAG, and Telstra. The conversation concludes with a focus on M&A activity and expectations for the reporting season.
Chapters
00:00 Market Performance and Inflation Data
03:00 Results of Major Companies
08:06 M&A Activity and Reporting Season Expectations
The skinny
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