Pacific Perspectives

Pacific Perspectives 5 Aug 2025

Endeavour review could end in the break-up of Dan Murphy’s owner

Endeavour Group will consider breaking up the hospitality empire in a move that could separate the Dan Murphy’s and BWS liquor chains from a portfolio of pubs as part of a review kicked off ahead…

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Pacific Perspectives 5 Aug 2025

Markets are at risk of a reversal. The next month is crucial

Investors have long ignored the potential for pain in the actual economy from the trade war. But with valuations stretched, reality could get in the way. A fascinating pressure test is about to get under…

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Pacific Perspectives 5 Aug 2025

RBA expected to kill rapid-fire rate cut hopes, say economists

The Reserve Bank of Australia will signal as early as next week that its run of interest rate cuts is nearing an end, according to economists and analysts, dampening market expectations of a deeper reduction…

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Pacific Perspectives 5 Aug 2025

S&P 500 futures inch higher after benchmark snaps losing streak, Palantir pops on earnings: Live updates

Stock futures were slightly higher on Monday night, following Wall Street’s rebound, as investors followed the latest batch of corporate earnings. Dow Jones Industrial Average futures added 54 points, or 0.1%. S&P 500 futures and Nasdaq 100 futures each also…

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Pacific Perspectives 4 Aug 2025

Top Wall Street analysts pick these 3 stocks for their growth potential

This earnings season, a number of companies are demonstrating their resilience by delivering solid performance despite macro challenges and tariff uncertainties. With their in-depth analysis, top Wall Street analysts can help investors pick stocks that…

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Pacific Perspectives 4 Aug 2025

British giant Howden says 70pc of Australian business underinsured

Howden’s local chief executive, Matt Bacon, says as many as 70 per cent of the country’s middle-market businesses are underinsured, a figure that has the British insurer optimistic about growing quickly in Australia. While the…

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Pacific Perspectives 4 Aug 2025

Why a Goldilocks scenario for markets may finally be upon us

After years of lurching between inflation scares and recession fears, the macro environment is quietly turning a corner. Inflation is moderating, growth indicators are firming, liquidity remains supportive and geopolitical tensions are easing. The easing…

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Pacific Perspectives 4 Aug 2025

ASX to fall; Endeavour chair Mervis quits amid board clash

The Australian sharemarket is set for a weak start to the week, with investors rattled by fresh signs of a slowdown in the US economy. A softer-than-expected July non-farm payrolls report spurred concerns about the…

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Pacific Perspectives 4 Aug 2025

Stock futures were little changed amid uncertainty over economy and tariffs: Live updates

Stock futures are little changed Sunday night, with investors once again on edge as the Trump administration’s new round of tariffs heightened worries about rising inflation and an economic slowdown. S&P 500 futures and Nasdaq 100 futures hovered…

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Pacific Perspectives 1 Aug 2025

Amazon’s cloud business records 18% growth in second quarter

Amazon’s cloud group grew recorded revenue growth of 18% in the second quarter, slightly ahead of analysts’ estimates. Amazon Web Services continues to lead the cloud infrastructure market, but is facing intensifying pressure from Microsoft and Google, as all…

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