Pacific Perspectives
Why this once obscure piece of data could upend markets
Among the multitude of crucial economic data releases and market events due this week, the United States Treasury’s Quarterly Refunding Announcement could safely be ignored as obscure and irrelevant. No longer. The QRA has arguably…
Why Munro Partner’s Nick Griffin won’t touch Tesla
One of Australia’s biggest and earliest investors in the magnificent seven technology giants, Munro Partner, has drawn a firm line under Tesla and is refusing to buy the stock even as it continues to back…
ASX to slip ahead of CPI, Pilbara tips higher output, lower costs
Australian shares are set to edge lower at the open. Shares were broadly lower on Wall Street with investors awaiting more earnings reports and guidance from the Federal Reserve on the rate outlook. Fed policymakers…
Stock futures are little changed as investors analyze earnings, await Fed rate decision: Live updates
S&P 500 futures are near flat Tuesday night, after the benchmark snapped a win streak that brought it to record highs, as investors analyzed earnings reports and awaited the Federal Reserve’s interest rate decision. Futures tied…
Stocks making the biggest moves midday: Tesla, Nike, Revvity, Anheuser-Busch and more
Check out the companies making the biggest moves in midday trading: Beer stocks — Brewing stocks are trading lower as investors weigh the effect of the U.S.-European Union trade deal. While some say the details…
APA Group executive jumps ship to Future Fund
The Future Fund’s new head of its much-vaunted energy transition strategy was hiding in plain sight. APA Group’s Kay Stuart is a highly-regarded dealmaker in corporate Australia. LinkedIn While Street Talk surmised Australia’s only sovereign…
Santos suitor pushes back on Asian LNG buyer doubts
Santos’ Middle Eastern suitor has sought to dispel suggestions that Asian LNG buyers have doubts about its proposed $36.4 billion takeover of the Australian oil and gas producer, a factor expected to be considered in…
ASX to drop, S&P 500 wavers near all-time high
Australian shares are set to drop at the open. US equities wavered near all-time highs. The US dollar rallied after the US and EU agreed to a trade deal and on hopes that the US…
S&P 500 closes little changed as EU trade deal fails to spark rally: Live updates
The S&P 500 ended Monday near the flatline as traders looked past a trade deal announced between the U.S. and the European Union, and a big week of market catalysts — including the Federal Reserve’s rate decision…
‘This market is pricing in perfection,’ warns Verdence Capital CIO as tariff deadline looms
The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking. Megan Horneman, who oversees $4.1 billion in assets under management, thinks there’s too much complacency around…