Pacific Perspectives
ASX to rise before CPI; Wall St rallies broadly as Alphabet jumps
Australian shares are poised to open higher, bolstered by a further advance in New York as traders firm their expectations for a December interest rate cut and the US 10-year yield briefly traded below 4…
Asia-Pacific markets trade mixed after Wall Street’s tech stocks rebound
Asia-Pacific markets traded mixed Tuesday, after Wall Street’s tech stocks rebounded on a rally in Google parent and hopes of a Fed rate cut. Optimism about Alphabet’s standing in the AI race started last week after…
Could markets be facing an ‘everything bubble’? Investors are divided
Source: https://www.cnbc.com/2025/11/24/ai-bubble-markets-could-face-everything-bubble-as-selloff-rages-on.html
Why you must ‘innovate or stagnate’ as the market transforms
It’s ironic that blockchain technology, which was created to allow the cryptocurrency bitcoin to be sent to anyone with an internet connection, without the need for a bank, is now being adopted by the very…
Aussies sell their tech company to US giant for $5b
Two Australian tech entrepreneurs have sold their software monitoring company to US cybersecurity giant Palo Alto Networks for more than $5 billion in one of the biggest deals of the year. Palo Alto Networks is…
ASX to open higher as companies free up $8.2b in working capital
Australian shares are set to open higher, bolstered by a broad rebound on Wall Street. Communication services and information technology paced nine of the S&P 500’s 11 industry groups higher. A 7 per cent leap…
S&P 500 rips 1.6% higher, Nasdaq posts best day since May as Alphabet reignites AI trade
Stocks closed higher on Monday, boosted by Alphabet, as the market rebounded into the Thanksgiving holiday week after a slide that knocked the air out of this year’s artificial intelligence bull run. The S&P 500 increased 1.55% to…
Top Wall Street analysts favor these 3 stocks for solid upside potential
Concerns about the steep valuations of artificial intelligence (AI) stocks and a questionable outlook for an interest rate cut in December weighed on investor sentiment in recent trading sessions. For now, however, Nvidia’s solid earnings last…
Michele Bullock is repeating Philip Lowe’s RBA inflation failure
For nearly a decade the RBA has declared its devotion to the inflation target while repeatedly postponing the hard actions required to reach it. The Reserve Bank of Australia is sounding a little like Saint Augustine. Augustine,…
AI and rate cuts will power global markets in 2026
A powerful combination of AI innovation, fiscal stimulus, and easing monetary policy will likely propel global markets next year. UBS has just released its Year Ahead 2026 report, and the theme “escape velocity” should guide…