Pacific Perspectives
The bond market is flashing a warning over Iran. A veteran of energy geopolitics explains the risk
Source: https://www.cnbc.com/2026/05/16/the-bond-market-is-flashing-a-warning-energy-geopolitics-expert-warns.html
Rising global bond yields halt S&P 500’s extended run
US stocks followed their European and Asian peers lower as concerns about accelerating inflation surged, triggering a spike in global bond yields amid the likelihood of higher-for-longer oil prices and higher interest rates. There also…
Beware pricing market risk when benchmarks aren’t behaving
With so much geopolitical uncertainty, it’s been easy to feel defensive, which brings to mind an old saying that “bears sound smart, but bulls make the money”. The challenge is knowing when being defensive is…
ASX to dip as Nvidia earnings, rate fears loom over markets
Investors will eagerly be awaiting earnings results from chip giant Nvidia, the world’s largest company by market capitalisation, for signs of how much momentum the artificial intelligence rally has left in it after a bout of jitters.…
Stock futures are little changed after record-setting week for Wall Street; traders await Nvidia and retail earnings: Live updates
Stock futures were little changed Sunday night following a record-setting week, with traders awaiting quarterly results from Nvidia and major U.S. retailers. Investors also kept an eye on the U.S.-Iran war. Dow Jones Industrial Average…
UFC’s Dana White urges Trump to reverse gambling tax law. His letter moved the prediction market
UFC President Dana White penned a letter to President Donald Trump pleading for him to reverse a provision of his signature tax law. White asked the president to undo a 90% cap on gambling loss…
Bond investors go hunting for ways around endless inflation curse
Investors are piling into inflation-linked bonds as they make bets that the shutdown of critical oil shipping channels will ultimately overwhelm the ability of central banks to tame runaway cost increases. More than $US2.6 billion…
Here’s why oil prices haven’t exploded (and it’s not the ceasefire)
Almost three quarters of the oil that has become gridlocked amid an ongoing stalemate in the Strait of Hormuz is being replaced by flow from the United States and China, helping cushion a devastating supply…
ASX to rally after Nvidia powers Wall St to record highs
Australian shares are poised to open higher. All three US benchmarks gained, with the S&P 500 and Nasdaq Composite setting new intraday records. The Dow Jones topped 50,000, ending the session 0.3 per cent shy…
Cramer urges investors to be more selective in the AI frenzy
CNBC’s Jim Cramer said that investors need to become far more selective in the semiconductor rally. Cerebras, a chipmaker focused on artificial intelligence workloads, completed the largest IPO of the year Thursday. The stock priced at $185 Wednesday night…