Pacific Perspectives

Pacific Perspectives 3 Feb 2025

Top Wall Street analysts are optimistic about the growth prospects of these 3 stocks

Investors had a volatile end to January as they weighed the Federal Reserve’s pause on rate cuts, a busy earnings season and the prospect of new tariffs. Given these dynamics and the volatility in the…

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Pacific Perspectives 3 Feb 2025

Private equity funds face ‘$25b’ valuation wipeout

Investors in Australian private equity funds face a cumulative $25 billion wipeout as valuations for portfolio businesses can no longer escape the effect of higher interest rates, shrunken profit margins and reduced prices for benchmark…

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Pacific Perspectives 3 Feb 2025

Australia risks worst of both worlds in Trump tariff war

Markets and local business leaders were sure Trump’s tariffs threats were a negotiating tactic. A serious rethink is suddenly needed, especially Down Under. At any other time, there’d be something faintly amusing about the fact…

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Pacific Perspectives 3 Feb 2025

The huge red flag this new ASX founders fund is watching for

Skin in the game. An owner’s mindset. There are lots of phrases to describe what makes founder-led companies special, but Oscar Oberg and Tobias Yao prefer to sum it up with one word: obsession. The…

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Pacific Perspectives 3 Feb 2025

The two powerful forces that have kept this bull market from breaking down

How has the market managed to hold its ground near record highs against a jarring breakdown in the bull market’s bell cow Nvidia, a jumpy bond market, some uninspiring results from Apple and Microsoft and on-and-off-and-on tariff threats against the…

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Pacific Perspectives 31 Jan 2025

Stocks making the biggest moves midday: IBM, Caterpillar, Nvidia, Comcast, UPS and more

Check out the companies making headlines in midday trading: American Airlines — Shares fell 2.5% after an American Airlines regional jet collided with an Army helicopter in Washington, D.C., marking the first fatal commercial airline crash on U.S.…

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Pacific Perspectives 31 Jan 2025

TPG turns on its Optus tie-up, hoping to steal Telstra customers

TPG managing director Inaki Berroeta says he hopes to woo Telstra customers as it starts offering Optus’ regional phone network and finalises a restructure that increases its reliance on earnings from mobile services. The network-sharing…

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Pacific Perspectives 31 Jan 2025

ECB cuts rates for fifth time as eurozone economy flat lines

Frankfurt | The European Central Bank lowered borrowing costs for a fifth time since June, with the region’s economy stalling and the 2 per cent inflation target in reach. Officials reduced the deposit rate by a…

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Pacific Perspectives 31 Jan 2025

US Fed cools rate cut talk as prospects of RBA easing balloon

US and Australian monetary policies are on increasingly different paths. The Federal Reserve has indicated it is in no rush to cut interest rates, while in Australia, expectations of Reserve Bank easing are on the…

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Pacific Perspectives 31 Jan 2025

Dow closes more than 150 points higher in volatile session after slew of earnings reports: Live updates

Stocks rose on Thursday, posting gains in a bout of rocky trading as investors weighed the latest earnings from Big Tech companies. The Dow Jones Industrial Average popped 168.61 points, or 0.38%, closing at 44,882.13. At its…

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