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Pacific Perspectives

European stocks close mixed and Asia-Pacific markets rise as investors assess renewed Middle East hostilities

8 Sep 2026

European stocks ended Monday’s session in mixed territory after Asia-Pacific markets broadly rose, with investor attention focused on the latest developments in the U.S.-Iran war. The pan-European Stoxx 600 benchmark closed just below the flatline. France’s CAC 40 led…

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Pacific Perspectives

Santos boosts stake in $19.5b Papua LNG project

8 Sep 2026

Santos will proceed later this year to build a $19.5 billion LNG project in Papua New Guinea after its French partner TotalEnergies announced a suite of deals that include Australian second-largest oil and gas company…

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Pacific Perspectives 30 Oct 2025

Fed still on track to cut rates again this year, strategists say

Federal Reserve policymakers voted for a 25 basis point cut in the federal funds rate range on Wednesday (Thursday AEDT), though two dissented. One policymaker voted for no change, the other to cut by half…

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Pacific Perspectives 30 Oct 2025

ASX set to fall; Coles outpaces Woolworths, JB Hi-Fi sales surge

Australian stock futures fell in line with a sharp turn in New York, after Federal Reserve chairman Jerome Powell refused to shift from his cautious outlook on interest rates. Still, US equities settled, and the…

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Pacific Perspectives 30 Oct 2025

Government shutdown could cost U.S. economy up to $14 billion, CBO says

The shutdown of the U.S. federal government could cost the economy up to $14 billion, depending on how long it lasts, the Congressional Budget Office said Wednesday. The shutdown, now in its fourth week, will result in the…

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Pacific Perspectives 29 Oct 2025

This investing move is the ‘holy grail of retirement planning,’ advisor says

As open enrollment arrives, millions of Americans face key decisions, such as picking health insurance. If the plan comes with access to health savings account, or HSA, contributions, you could use the funds for long-term investments, experts say.    …

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Pacific Perspectives 29 Oct 2025

MLC sells Australian equities, saying it sees better returns offshore

The nation’s largest for-profit superannuation fund, MLC, has been selling Australian stocks because of stretched valuations, saying there are better returns on offer overseas and in derivatives markets. Chief investment officer Dan Farmer, who oversees…

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Pacific Perspectives 29 Oct 2025

Rate cut hopes dashed after RBA’s blunt inflation message

Bond traders have rapidly dialled back bets of an imminent interest rate cut in Australia after the Reserve Bank delivered an unexpectedly blunt message on inflation just days before its next board meeting. Speaking in…

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Pacific Perspectives 29 Oct 2025

ASX to rise ahead of CPI, Apple reach $US4trn mark

Australian shares are set to open modestly higher with more AI news helping pace still further gains in New York, though US benchmarks pared gains into the close. Gold was steadier, albeit modestly lower. Oil…

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Pacific Perspectives 29 Oct 2025

The Fed has a rate cut plus a bunch of other things on its plate this week. Here’s what to expect

The easy part for the Federal Reserve on Wednesday will be announcing an interest rate cut when it wraps up its two-day policy meeting. The hard part will be taking care of other details that…

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Pacific Perspectives 28 Oct 2025

Rare earth stocks extend losses as U.S. expects China to delay export controls

Shares of several U.S.-listed rare earth miners fell sharply on Monday as U.S. officials said they expect China to delay introducing export controls on critical minerals as part of a broader trade deal. Critical Metals fell…

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Pacific Perspectives 28 Oct 2025

This L1 fund just invested in Nvidia for the first time. Here’s why

L1 Capital has been watching from the sidelines for years as chip giant Nvidia generated a windfall for rival money managers. The artificial intelligence darling frequently appeared on L1’s list of potential investments, but was…

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