Pacific Perspectives
Markets rattled as Trump doubles down on tariff threats
Traders reacted swiftly to US President Donald Trump’s declaration that he would push through with new tariffs on Mexico and Canada and an extra levy on China, dumping everything from stocks to bitcoin amid concern about the…
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…
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…
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…
Accenture and Telstra sign AI joint venture deal
Accenture and Telstra have formally signed a $700 million joint venture deal to create a new company to roll out artificial intelligence across the telco. The new joint venture, which begins operating from April, will…
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…
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…
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…
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…
Time to shake up equities after a ‘head scratcher’ earnings season
The sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12. There is a lot of alpha…