Pacific Perspectives

Pacific Perspectives 29 Oct 2025

The Fed has a rate cut plus a bunch of other things on its plate this week. Here’s what to expect

The easy part for the Federal Reserve on Wednesday will be announcing an interest rate cut when it wraps up its two-day policy meeting. The hard part will be taking care of other details that…

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Pacific Perspectives 28 Oct 2025

Rare earth stocks extend losses as U.S. expects China to delay export controls

Shares of several U.S.-listed rare earth miners fell sharply on Monday as U.S. officials said they expect China to delay introducing export controls on critical minerals as part of a broader trade deal. Critical Metals fell…

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Pacific Perspectives 28 Oct 2025

This L1 fund just invested in Nvidia for the first time. Here’s why

L1 Capital has been watching from the sidelines for years as chip giant Nvidia generated a windfall for rival money managers. The artificial intelligence darling frequently appeared on L1’s list of potential investments, but was…

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Pacific Perspectives 28 Oct 2025

‘End in tears’: Bullock warns of risks to financial stability

Reserve Bank of Australia governor Michele Bullock has warned that if the positive sentiments in asset markets around the world were to turn suddenly it could cause financial instability and trigger faster interest rate cuts. Speaking at…

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Pacific Perspectives 28 Oct 2025

ASX to fall; gold drops below $US4000 an ounce

Shares are set to open lower, reflecting weakness in both gold and oil, despite a strong start in New York as the growing prospects of a trade deal between the US and China resulted in…

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Pacific Perspectives 28 Oct 2025

S&P 500 rallies 1% to notch first close ever above 6,800 on potential China trade truce: Live updates

Stocks jumped to new records on Monday after U.S. and China officials cooled tensions over the weekend, laying the groundwork for President Donald Trump and China President Xi Jinping to clinch a trade deal this…

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Pacific Perspectives 27 Oct 2025

Santos governance under scrutiny after CFO’s letter and sudden exit

Santos investors are questioning why issues raised by former chief financial officer Sherry Duhe over chief executive Kevin Gallagher’s leadership style and the oil and gas producer’s corporate culture were not looked into before she…

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Pacific Perspectives 27 Oct 2025

Super funds plan cyber shield after retiree savings hacked

The country’s largest superannuation funds are working on a plan to share intel on suspicious criminal activity and tackle the threat of damaging cyberattacks, after a chaotic incident earlier this year in which retirees were robbed…

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Pacific Perspectives 27 Oct 2025

ASX to rise after Wall Street rally, rate cut bets

The sharemarket is set to climb on Monday following a strong session on Wall Street amid a softer inflation report that has bolstered expectations of an imminent interest rate cut from the US Federal Reserve.…

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