Pacific Perspectives
The RBA is on inflation alert. It should watch Woolies shoppers, too
While the Reserve Bank remains watchful about the ratio of signal to noise in the monthly consumer price index, the latest numbers on Wednesday confirmed that inflation remains too high for comfort. Source: https://www.afr.com/chanticleer/the-rba-is-on-inflation-alert-it-should-watch-woolies-shoppers-too-20260225-p5o5go
S&P 500 posts back-to-back gains, Dow jumps 300 points as Nvidia rises: Live updates
U.S. equities rose on Wednesday, supported by Nvidia and Oracle, as stocks built on the gains from the prior trading day. The S&P 500 added 0.81% and closed at 6,946.13, and the Nasdaq Composite advanced 1.26% to 23,152.08. The Dow Jones Industrial Average increased…
Workday stock sinks on weak revenue guidance
Source: https://www.cnbc.com/2026/02/24/workday-wday-q4-earnings-report-2026.html
From AI to pet food, investors are eyeing up these Chinese stocks
Australian investors are eyeing up China’s equity markets as the country returns from the week-long Lunar New Year celebrations, emboldened by a favourable US Supreme Court ruling against President Donald Trump that reduces the punishing…
Australian dollar to spike as investors pile into ‘carry trade’
The country’s $4.5 trillion superannuation sector is bracing for a further rally in the Australian dollar as yield-hungry investors pile into the local bond market lured by the so-called “carry trade”. Expectations of higher interest…
ASX to rise, CPI awaited
Australian shares are poised to advance, tracking a tech recovery in New York as a sell-off triggered by yet more concerns about AI disrupting a wider range of sectors reversed, somewhat. ASX 200 futures were…
Nvidia earnings report collides with Wall Street skepticism over AI spending
Source: https://www.cnbc.com/2026/02/24/nvidia-earnings-collide-with-wall-street-skepticism-over-ai-spending.html
Stocks making the biggest moves midday: KKR, Blackstone, CrowdStrike, International Paper & more
Check out the companies making the biggest moves midday: Financials — The financials sector of the S&P 500 slid more than 3% in midday trading, the worst performer in the broad market. Alternative asset managers KKR and Blackstone slid…
Metcash allegedly walked finance executive out over bonus stoush
Metcash allegedly marched a senior finance executive out of the building after she sent a reply-all email raising concerns about the grocery and alcohol wholesaler’s decision to suddenly scrap bonuses. Delia Sparkes, Metcash’s former group…
Which side of the AI trade are you on? Credit investors are undecided
Credit investors are now confronting a new question: how does the artificial intelligence revolution reshape risk and opportunity? In the coming years, a major determinant of outcomes in credit markets will be which side of…