Pacific Perspectives
These are the bond yield and oil levels that could break the bull market
22V Research sees levels for bond yields and oil prices that could throw cold water on the bull market — and the firm is warning that they’re not too far off. Dennis DeBusschere, chief market…
‘You don’t want to catch a falling knife’: Sydney property market cracks
Top property leaders say Sydney’s housing market has become the first casualty of Labor’s tax changes as investors and even first home buyers step away from an accelerating downturn. While changes to negative gearing and…
Yields hit 15-year high as bond investors damn ‘radical budget’
Bell Potter market veteran Richard Coppleson says fixed-income investors have panned Labor’s budget, triggering a sharp sell-off in 10-year bonds over fears that prolonged, heavy government spending will stoke inflation and saddle future generations with…
Mining stocks will rocket ASX to record within a year: Morgan Stanley
Morgan Stanley is tipping the Australian sharemarket will return to record levels by the middle of next year as surging commodity prices boost earnings across the materials and energy sectors, offsetting a slowdown in consumer-facing…
S&P 500 posts third straight losing session as rising yields drag down stocks: Live updates
Stocks closed lower Tuesday, with the S&P 500 posting its third straight losing session, as a jump in bond yields threatened the bull market. Traders also monitored the oil market following President Donald Trump’s cancellation…
The Fed will have to raise interest rates in July to appease ‘bond vigilantes,’ Yardeni says
ters Sent to the Federal Reserve to lower interest rates, incoming Chair Kevin Warsh instead may have to push for higher levels to establish credibility, market veteran Ed Yardeni said. Source: https://www.cnbc.com/2026/05/18/the-fed-will-have-to-raise-interest-rates-in-july-to-appease-bond-vigilantes-yardeni-says.html
This dividend-loving fundie has beaten the market for 20 years
Leanne Pan says that when people find out she is a fund manager, they invariably ask her what the hot new stock is that could net them enough cash to pay for their dream holiday,…
Global bond markets drama spells out home truths for investors
Investors are rushing to the exits in long-term bond markets as a ramp-up in inflation expectations triggers a broader rethink about the reliability of the asset within portfolios. Over the weekend, the 30-year yield on…
Investors Flock to Commodity ETFs as Iran War Fuels Energy Inflation
Investors are pouring money into commodities funds as the US-Iran war stokes inflation, according to Invesco Ltd. Traders last week added almost $86 million to the Invesco DB Commodity Index Tracking Fund — a cross-commodities…
S&P 500 futures are flat after index posts second losing day amid tech selloff
S&P 500 futures were little changed Monday night after a selloff in technology stocks weighed the broad market index down for the second session in a row. Futures tied to the S&P 500 were up 0.1%,…