News & Insights

Pacific Perspectives

Vance says Fed should lower interest rates: ‘Would be nice to have some help’

4 Sep 2026

The Federal Reserve should cut interest rates to make homes more affordable, Vice President JD Vance said Thursday, adding to the pressure President Donald Trump has placed on the central bank to cut borrowing costs. The remarks came days after Trump’s handpicked Fed…

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Pacific Perspectives

The one thing that caught Goldman Sachs’ notice this earnings season

4 Sep 2026

After the relentless barrage of ASX earnings announcements during the August reporting season, the one thing that stood out the most for Goldman Sachs was the number of companies that rallied on better-than-expected results only…

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Pacific Perspectives 10 Aug 2026

Investors await buyback bonanza, but worry about conservative boards

The country’s biggest listed companies are embarking on a share buyback bonanza even as the Australian sharemarket hits record levels, delivering a windfall to investors but leaving some worried that boards are becoming increasingly conservative…

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Pacific Perspectives 10 Aug 2026

Nasdaq will soon trade 23 hours a day. Australia is watching

Before the year’s out Nasdaq plans to start trading 23 hours a day, five days a week, as does the New York Stock Exchange’s Arca venue, while in London, the main bourse has kick-started work…

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Pacific Perspectives 10 Aug 2026

ASX to set record high ahead of wild earnings, RBA decision

Australian shares are set to reach a fresh high on Monday, but investors are preparing for a bumpy ride in a busy week of company earnings led by Commonwealth Bank and a possible warning on…

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Pacific Perspectives 10 Aug 2026

S&P 500 futures slip as traders watch for Strait of Hormuz deal, inflation data: Live updates

S&P 500 futures edged lower on Sunday night amid growing doubts that the U.S. and Iran will soon strike a deal to open the Strait of Hormuz. Futures tied to the broad index slipped about 0.2%,…

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Pacific Perspectives 7 Aug 2026

Stocks making the biggest moves after hours: Twilio, Airbnb, DraftKings, Trade Desk and more

Check out the companies making headlines after hours. Airbnb — Shares of the vacation rental company surged about 7% after Airbnb posted second quarter earnings of $1.37 per share on revenues of $3.61 billion. That outpaced…

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Pacific Perspectives 7 Aug 2026

ASX’s stunning rebound is no mirage, say market strategists

The Australian sharemarket’s surprising rebound isn’t over just yet – especially with the earnings season kicking off and hopes that an imminent US-Iran deal will open crucial trade routes in the Middle East. The S&P/ASX…

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Pacific Perspectives 7 Aug 2026

Why boards are playing it safe and buying high instead of investing

The S&P/ASX 200 is at a record high, the share prices of a dozen Australian companies have hit new highs in the past 10 days, and yet boards are preparing to spend more of this…

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Pacific Perspectives 7 Aug 2026

ASX to edge down

Australian shares are set for a modestly lower open. US stocks finished modestly lower as oil rose on renewed tensions in the Middle East, which stoked worries about inflation and the prospect of higher interest…

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Pacific Perspectives 7 Aug 2026

Jim Cramer highlights 5 investing themes — and the stocks to buy for each

CNBC’s Jim Cramer said Thursday earnings season has revealed investing themes he thinks will produce the market’s best buying opportunities. “I love themes. They help you craft a portfolio of stocks with the wind at their backs,…

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Pacific Perspectives 6 Aug 2026

As Warsh and the Fed contemplate fewer meetings, markets brace for potential volatility ahead

Add the possibility of fewer meetings into the mix of how Federal Reserve Chairman Kevin Warsh wants to reduce the central bank’s footprint on financial markets, a move that some experts say could introduce both…

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