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Pacific Perspectives

ASX faces dividend ‘horror story’ as companies slash payouts

Australian companies plan to distribute the lowest amount of dividends since the pandemic ravaged markets four years ago, raising concerns that income-starved investors will have less cash to deploy into volatile equity markets in the coming months. Dwindling shareholder payouts intensified in February’s reporting season as China’s property crisis triggered… Read More »ASX faces dividend ‘horror story’ as companies slash payouts

Stagflation fears bubble up as Trump tariffs take effect and the economy slows

A growth scare in the economy has accompanied worries over a resurgence in inflation, in turn potentially rekindling an ugly condition that the U.S. has not seen in 50 years. Fears over “stagflation” have come as President Donald Trump seems determined to slap tariffs on virtually anything that comes into the country at the… Read More »Stagflation fears bubble up as Trump tariffs take effect and the economy slows

Stocks making the biggest moves midday: Intel, Nvidia, AppLovin and more

Check out the companies making headlines in midday trading: Intel — Shares declined 4.2%. Earlier in the day, shares rose more than 2% after Reuters, citing two sources familiar with the matter, reported that chipmakers Nvidia and Broadcom are running manufacturing tests with Intel. The tests signal that both companies are heading… Read More »Stocks making the biggest moves midday: Intel, Nvidia, AppLovin and more

These are the next three ways Trump could rock global markets

It’s somehow fitting that the Financial Review Business Summit should celebrate its 10th anniversary as Donald Trump blows up the established world order. This event has become a sort of magnet for seismic moments. In 2020, the summit was the last major event held before the COVID-19 pandemic shut down the country.… Read More »These are the next three ways Trump could rock global markets

Aussie investors missing out on one of this year’s hottest trades

Australian investors are missing out on the record-breaking rally in European stocks and risk being left further behind as the world’s largest asset managers pump more money into the region that is ramping up its defence spending. As local investors remain focused on the ASX and Wall Street, which have… Read More »Aussie investors missing out on one of this year’s hottest trades

Dow tumbles more than 600 points, S&P 500 posts biggest loss since December as Trump says tariffs will proceed

The S&P 500 retreated on Monday, extending February’s rout and turning red for the year after President Donald Trump’s confirmation of forthcoming tariffs. The broad index fell 1.76% to end at 5,849.72, marking its worst day since December and bringing its year-to-date performance to a loss of about 0.5%. The Dow Jones Industrial Average dropped 649.67… Read More »Dow tumbles more than 600 points, S&P 500 posts biggest loss since December as Trump says tariffs will proceed

Treasury Secretary Bessent says Trump tariffs won’t cause inflation to increase

Treasury Secretary Scott Bessent said Sunday that President Donald Trump’s proposed tariffs are unlikely to raise inflation, in part because China will “eat any tariffs that go on.” Bessent’s comments come just two days before the tariffs are scheduled to go into effect on Tuesday. Trump is expected to impose 25% tariffs on imports… Read More »Treasury Secretary Bessent says Trump tariffs won’t cause inflation to increase