News & Insights
Pacific Podcast | Pacific Flagship Ep 2: Beyond AI
22 Oct 2026
Overview When Do Higher Yields Start to Hurt Stocks? Executive Summary Bond investors have had a rough few years. Since the 2020 lows, 10-year government yields have climbed roughly four and a half percentage points…
Read moreTesla beats on earnings and sales even as auto revenue declines
22 Oct 2026
Tesla reported better-than-expected third-quarter results after the bell on Wednesday, even as automotive revenue dropped. The stock was little changed in extended trading. Here’s how the company did, compared with estimates from analysts polled by…
Read moreNasdaq rises to new record; S&P 500 closes flat as oil slides for a fifth day
The Nasdaq Composite rose to a fresh all-time intraday high on Tuesday, while the S&P 500 was relatively unchanged as traders continued to keep an eye on developments between the U.S. and Iran. The tech-heavy…
Stocks had a great day on the surface. But something alarming occurred not seen since 1999
The stock market just posted a banner day by nearly any measure on Monday. The Nasdaq Composite surged 2% to a new record. The broader S&P 500 jumped about 1.5% and now sits less than…
ASX to rise, Nasdaq rallies
Australian shares are set to open higher, bolstered by gains on Wall Street, a sharp drop in the oil price, and easing global bond yields. Bitcoin briefly topped $US87,000 late in New York. ASX 200…
AI could change the speed limit of economic growth
The applications of artificial intelligence are approaching an economic shift profound enough to tear up everything we know about investing and growth. Since the global financial crisis, market debates have been dominated by secular stagnation…
Regal sees a world where BHP and CBA both trade at $100
Regal Partners says it expects Commonwealth Bank stocks to slump over the next five years and BHP’s to surge, with the ASX’s largest companies both trading at about $100 a share in a major shift…
Stock futures are little changed after S&P 500 posts best day since early August
U.S. equity futures traded near the flatline on Monday night following a rally driven by stocks tied to artificial intelligence. S&P 500 futures added 0.02%, while Nasdaq-100 futures gained 0.2%. Futures tied to the Dow…
Leaked NSW inquiry says PEXA and banks deliberately hinder competition
A NSW parliamentary inquiry into PEXA and its practices is expected to conclude that the company and the country’s major banks deliberately hindered efforts to open the property title transfer system to competition. That is…
Ramsay warns hospital upgrades at risk if profits stay squeezed
Ramsay Health Care, the country’s largest operator of private hospitals, says lower margins are making it more difficult to invest in upgrading and modernising medical facilities as it pushes for the Albanese government to reconsider…
A break in the global bond market is coming for Australian home prices
The breaking bond market is in the headlines daily as yields surge to multi-decade highs while the world’s most influential central banks are nudging their cash rates higher. Naturally, the prospect of elevated interest rates…
‘Two strongmen in the playground’: What to watch when Trump meets Xi
hen Donald Trump and Xi Jinping meet this week, their long list of lingering frictions – from trade disputes to the perennial flashpoint of Taiwan and the still smouldering war in Iran – could easily…