News & Insights
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…
Read moreSantos 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…
Read moreWhat we learnt: Santos can’t answer the only question that matters
The big result: Santos | You could sum up the Santos analyst call in six letters: XRG WTF. Australia’s biggest ever all-cash deal is in full go-slow mode and Santos is playing along, extending bidder XRG’s exclusive…
‘No sense’: APA CEO ramps up criticism of LNG imports
The chief executive of the country’s biggest gas transporter, APA Group, has fired off against plans to import LNG to avert a potential gas shortage, warning that the high cost of imports risks turning consumers…
Profit season is a bit of a stinker. It won’t stop the ASX rising
When Macquarie strategist Matthew Brooks unveiled his “grand unified theory for equity strategy” last month, there were murmurs on social media that the S&P/ASX 200 index may have hit its peak. Here was an experienced…
S&P 500 index investors have been rewarded so far in 2025. Why experts say it may be time to diversify
The S&P 500 index has bounced back from its April lows. Yet experts say investors would be wise to watch the risks before pursuing an investment strategy concentrated in the large-cap company-focused S&P 500 index, which represents about 80% of…
PACIFIC NAVIGATOR – AI: A Stock Market Story Rather than an Economic Reality….so far [August 2025]
Executive Summary AI is powering markets, not the economy. Valuations have soared as AI giants dominate the S&P 500, but productivity gains and profits lag behind the hype. Rising energy costs and shrinking free cash…
Markets are sure the Fed will cut in September, but the path from there is much murkier
Friday’s booming rally turned into Monday’s reality check as investors weighed just how aggressive the Federal Reserve will be on lowering interest rates and how the moves might impact the broader business and economic climate.…
Transurban eyes US toll road expansion; Australia growth options slim
Transurban hopes to develop toll roads in more US states if the company succeeds with two new bids, chief executive Michelle Jablko said, as it looks to expand its growth options after reporting a 52…
Dan Murphy’s owner Endeavour hopes for summer bump as sales slide
Sales at Endeavour’s powerhouse brand Dan Murphy’s and BWS chains continue to slide, with the hospitality giant hoping brisk business over summer will prove the company is not facing the same broad shift away from…
ASX to slip; FMG profit down 41pc to $US3.4b, AUB lifts payout 15pc
Australian shares are poised to open lower, in line with overall weaker sentiment on Wall Street as investors await more insight from policymakers, Nvidia’s quarterly results and price data on Friday. Among the key results…
Stock futures are little changed after major averages fall to start week: Live updates
U.S. stock futures were little changed Monday night after the major averages slid to start the week, with investors awaiting Nvidia’s earnings and the Federal Reserve’s preferred inflation gauge in the coming days. Dow Jones…