Pacific Perspectives
Former Goldman economist splits from market, predicts big rate cuts
The country’s financial markets have a pretty firm view about where interest rates will go – down to 3.1 per cent by the end of the year, where they will remain for at least six…
ASX to edge higher; ALS profit slips; iron ore at two-week low
The Australian sharemarket is set for a modest advance after news the EU and the US had agreed to accelerate trade talks helped boost European shares in the first session of the week. ASX futures…
Core-plus infrastructure owner Infragreen launches IPO for $220m listing
Recycling and renewable energy projects investor Infragreen Group, led by former Macquarie banker Declan Sherman and backed by furniture billionaire John Van Lieshout, is seeking to list on the ASX just two years after it opened for…
CNBC Daily Open: Investors don’t feel as threatened by Trump’s tariffs
If U.S. President Donald Trump follows up on his threat of 50% tariffs on the European Union, he’d be imposing higher duties on America’s ally compared with the 30% on China currently. But on Sunday, Trump said…
Mad Money with Jim Cramer
CNBC’s Jim Cramer on Friday guided investors through next week on Wall Street, saying quarterly reports from Nvidia, Costco, Dell and Salesforce have the potential to move their respective sectors and the rest of the market. He also warned that stocks’ performance can…
ASX to drop; WiseTech to buy e2Open for $3.25b
The Australian sharemarket is set to turn lower on Monday after US President Donald Trump’s threat to impose major tariffs on the EU and Apple sparked renewed selling on Wall Street. ASX futures are pointing…
Beware the next big ‘pain trades’ for markets
Bulls and bears both have different reasons to feel deeply uncomfortable. But it’s even worse for bond investors in the most humiliating deal of all right now. They say the best investments are made from…
Investors baffled as ASX’s ‘remarkable’ rebound defies fundamentals
As the Australian sharemarket inches closer to a fresh record, analysts are scratching their heads about how the benchmark got here. Just two years ago, the S&P/ASX 200 was trading on a 12-month forward price-to-earnings…
Top Wall Street analysts favor these stocks for the long haul
The rising U.S. budget deficit is on the forefront of investors’ minds, weighing on stocks. However, sell-offs can present a buying opportunity — for those who know where to look. The recommendations of top Wall…
Ray Dalio says to fear the bond market as deficit becomes critical
Billionaire investor Ray Dalio on Thursday sounded another alarm on soaring U.S. debt and deficits, saying it should make investors fearful of the government bond market. “I think we should be afraid of the bond market,” Dalio…