Pacific Perspectives
Market mistakes: The ‘SaaSpocalypse’ and other AI-disruption errors
There have been two main topics dominating the headlines so far this year – the disruption caused by artificial intelligence and the war in Iran. Their influence on markets has been significant, including the S&P/ASX 200…
S&P and Nasdaq hit big records as Wall St ends on high
Speculation the Iran war is poised to end sent risky assets surging anew, extending a month-long rally that’s lifted the S&P 500 Index to a succession of records, added around $US12,000 to the price of…
ASX to drop as uncertainty hangs over strait
Oil prices are set to rally while the Australian sharemarket is poised for a rocky start to the week following on-again, off-again control of the Strait of Hormuz. Iran had announced the reopening of the…
S&P 500 notches first close above 7,100, Nasdaq posts longest win streak since 1992: Live updates
U.S. stocks rocketed higher on Friday after Iran declared the Strait of Hormuz “completely open” on the heels of a ceasefire announcement between Israel and Lebanon. The S&P 500 jumped 1.2% to close at 7,126.06, crossing the 7,100 threshold for…
Brent oil price near $100 again with U.S.-Iran talks uncertain and Hormuz still blocked
Source: https://www.cnbc.com/2026/04/16/iran-war-oil-price-strait-hormuz.html
Santos CEO signals potential 2028 exit as chairman departs first
Santos chief executive Kevin Gallagher has signalled he intends to lead the oil and gas group until at least 2028 to guide it through the next stages of major projects, outlasting chairman Keith Spence who…
This property fundie is still spotting value as interest rates rise
Grant Berry is a director and portfolio manager of Australian real estate investment trusts at SG Hiscock. The Melbourne-based firm oversees $3.3 billion in assets. Following back-to-back interest rate rises from the Reserve Bank of…
Investors buy the software dip as Atlassian surge comes too late
New data shows some retail investors piling into Australian tech companies, whose shares have been smashed by artificial intelligence fears, but a rally in Atlassian shares has come too late to save it from a…
Why the stock market is hitting records despite Iran war
Source: https://www.cnbc.com/2026/04/16/stocks-record-highs-iran-war.html
Tesla stock adds nearly 8% as Elon Musk touts chip progress
Source: https://www.cnbc.com/2026/04/15/tesla-tsla-stock-analyst-upgrade-software-updates.html