Pacific Perspectives

Pacific Perspectives 28 Nov 2025

ASX to fall; Corporate Travel suspends UK boss, withdraws guidance

Australian shares are poised for a modest fall at the open, while global markets were mostly sidelined by the US Thanksgiving public holiday. The S&P/ASX 200 is on track to close out the week with…

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Pacific Perspectives 28 Nov 2025

CNBC Daily Open: Thanksgiving cheer comes a day early for U.S. markets

Thanksgiving in the U.S. takes place on Thursday stateside, but the feasting might have begun a day early for investors. The S&P 500, Dow Jones Industrial Average and Nasdaq Composite all recorded a fourth straight day of gains. Source: https://www.cnbc.com/2025/11/27/cnbc-daily-open-thanksgiving-cheer-comes-a-day-early-for-us-markets.html

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Pacific Perspectives 27 Nov 2025

These stocks have strong total shareholder returns, says Morgan Stanley

As investors seek returns from companies flush with cash, certain names stand above the rest, according to Morgan Stanley. Despite heavy growth in capital expenditures in the third quarter, cash balances at companies increased slightly,…

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Pacific Perspectives 27 Nov 2025

Beach Energy keen to invest in Santos’ $3.6b Narrabri project

Beach Energy chief executive Brett Woods says the company is keen to invest alongside Santos in the long-stalled $3.6 billion Narrabri gas project in NSW to solve the nation’s east coast gas shortage, as it…

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Pacific Perspectives 27 Nov 2025

RBA rate hikes are coming next year after red-hot inflation

Investment banks Barrenjoey and UBS, along with the bond market, are betting the Reserve Bank of Australia will raise interest rates rather than cut them next year after a red-hot inflation report wrong-footed everyone. Barrenjoey…

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Pacific Perspectives 27 Nov 2025

ASX to rise, Wall St extends its rally into fourth session

Australian shares are set to open higher as Wall Street extended its recovery amid stabilising hopes for a December interest rate cut after last week’s swoon. Bitcoin briefly traded above $US90,000. Information technology and materials…

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Pacific Perspectives 27 Nov 2025

CNBC Daily Open: Nvidia’s crown looks increasingly uneasy on its head

Uneasy lies the head that wears the crown. Shares of artificial intelligence czar Nvidia fell 2.6% on Tuesday as signs of unrest continued rippling through its kingdom. Over the month, Nvidia has been contending with concerns over…

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Pacific Perspectives 26 Nov 2025

Stocks making the biggest moves midday: Abercrombie & Fitch, Nvidia, Coinbase, Symbotic & more

Check out the companies making headlines midday. Abercrombie & Fitch — The apparel retailer jumped 33% after posting better-than-expected fiscal third-quarter results, driven by strength at its Hollister brand. Hollister’s sales grew 16%, offsetting a 2%…

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Pacific Perspectives 26 Nov 2025

Buyback boom signals dividend pain for ASX investors

For decades, the Australian sharemarket was the world’s cash machine for income investors, where companies paid handsome dividends, providing a predictable income stream relied upon by retirees. But a quiet, Wall Street-inspired revolution is underway.…

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Pacific Perspectives 26 Nov 2025

CSL rout hits Australia’s biggest cap investors

Some of Australia’s largest cap investors have been caught on the wrong side of one of the year’s most crowded trades after piling into CSL as an alternative to holding a big position in Commonwealth…

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