Pacific Perspectives
The Fed releases its latest interest rate decision Wednesday. Here’s what to expect
This week’s Federal Reserve meeting offers little suspense and probably not much action, even as massive changes loom over the central bank’s longer-term direction. Judging by market expectations and policymakers’ comments, there’s virtually no chance the Fed will…
These are the European startups Nvidia backed in 2025, as it ramped up investing in the continent’s AI companies
Nvidia has become something of an AI kingmaker as hyperscalers rush to build out AI capacity. It’s also got cash to burn and has ratcheted up its investments in European startups. Source: https://www.cnbc.com/2026/01/26/nvidia-ai-startup-investments-europe-chips-jensen-huang.html
Rate hike expectations send Australian dollar soaring
A holiday to Tokyo, New York or Vancouver may be on the cards after the Australian dollar surged to multi-month highs against the US, Japanese and Canadian currencies buoyed by hopes of local interest rate…
Wild weekend turns global markets into a powderkeg
While most of us in Australia were celebrating the long weekend with a lamington and something cold, investors have been trying to wrap their heads around a stunning string of events that set markets up…
ASX to surge, gold soars above $US5100
Australian shares are poised to open sharply higher after a three-day break, bolstered by surging precious metals prices. Gold briefly broke through $US5100 an ounce for the first time, while silver topped $US114 an ounce.…
Another day another high: Gold surges past $5,100 as investors seek shelter from global risks
Gold climbed to a fresh all-time high, crossing $5,100 an ounce on Monday and extending its record-breaking run as investors seek the safety of the yellow metal amid rising geopolitical tensions and global fiscal risks.…
From Bill Gates to Emmanuel Macron: How the world’s most powerful people communicate and exert influence
Every January, the world’s most powerful people gather on the snowy peaks of Davos to talk about the most pressing global issues, and it’s a masterclass in the art of communication and influence. The World…
Unleash challenge to big three telcos, OECD tells Australia
Australians would pay lower prices for mobile phone services if the government encouraged competition by setting aside radio waves for a fourth telco operator, says the Organisation for Economic Co-operation and Development. The nation’s three…
Rieder’s market support, Fed plans seen as boon for nomination
Rick Rieder’s Wall Street bona fides and openness to making changes at the Federal Reserve have bolstered his candidacy for the central bank’s top job, according to people familiar with the White House deliberations. The…
Australia’s top equity funds for 2025 revealed
Resources funds may have dominated the list of top-performing equity portfolios last year, but a lesser known strategy that claims to invest in future champions has burst onto the scene, trouncing nearly all of its…