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 6 Aug 2026

Treasury’s DIY plan for CGT flayed; could cost investors more

Investors and small businesses wanting to avoid paying thousands of dollars to have their assets valued for the new capital gains tax regime face a complex nine-step valuation formula to do it themselves, but would…

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Pacific Perspectives 6 Aug 2026

Mayne Pharma investors push for break-up after blocked takeover bid

Mayne Pharma investors are calling for the sale of its women’s health and dermatology businesses in the US, after the federal government’s decision to block a takeover of the Adelaide-based company last year left them…

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Pacific Perspectives 6 Aug 2026

ASX set to edge lower

Australian shares are set to slip at the open, reflecting a pause in the S&P 500’s rally after a US Federal Reserve official said incremental increases in interest rates would help keep inflation in check.…

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Pacific Perspectives 6 Aug 2026

Wall Street’s ‘fear gauge’ is doing something unusual as stocks hit record highs

Tuesday’s rally was so intense that it’s shaking up some of the usual assumptions around volatility pricing. The Cboe Volatility Index (VIX) – sometimes referred to as the stock market’s “fear gauge” – rose a full point…

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Pacific Perspectives 5 Aug 2026

SpaceX is down nearly 40% ahead of Tuesday’s earnings—how to decide to buy stock dips, according to pros

If you’re a long-term investor, someone smart has probably told you to “buy the dip.” And in many cases, they’re right. Historically, the stock market has trended upward and has reached new highs after every broad-based decline…

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Pacific Perspectives 5 Aug 2026

Kevin Warsh’s invisible man routine has bond markets all at sea

The Federal Reserve chairman has all but abandoned forward guidance, leaving traders confused and questioning whether he’s an idiot or genius. It was, according to economists at JPMorgan, the single most troubling presentation by a…

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Pacific Perspectives 5 Aug 2026

Investors brace for wild earnings swings by hiding in tech and defence

Fund managers are bracing for the wildest earnings season yet for the ASX, avoiding retail and housing sectors but doubling down on technology, defence and energy stocks as algorithmic trading wreaks havoc on the market.…

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Pacific Perspectives 5 Aug 2026

ASX to rise, S&P 500 resets record high

Australian shares are set to open higher, catching a wave that lifted both the S&P 500 and Dow Jones to record highs on hopes that a US-Iran deal on fully opening the Strait of Hormuz…

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Pacific Perspectives 5 Aug 2026

The stock market soars. 5 reasons behind the big surge Tuesday

Wall Street sent stocks soaring to records on Tuesday as a multitude of factors combined to form a broad rally. The Dow Jones Industrial Average surged more than 900 points for its best day in nearly two months. The S&P…

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Pacific Perspectives 4 Aug 2026

Amazon tops $3 trillion market cap as stock continues post-earnings surge

Shares of Amazon hit a new all-time high on Monday, putting its market cap over the $3 trillion threshold for the first time following a better-than-expected earnings report last week. Monday’s new record is the best day for Amazon…

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