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 27 Jul 2026

S&P 500 closes little changed Friday as Iran fears and chip sell-off weigh down market: Live updates

The S&P 500 ended near flat on Friday, weighed down by chip stocks, as investors assessed the latest developments regarding the Middle East conflict. The broad market index added just 0.05% and closed at 7,411.98 while the Nasdaq…

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Pacific Perspectives 27 Jul 2026

A guide to surviving Australia’s looming bear market

The world is turning bearish on Australian stocks. We’ve come across our fair share of commentary from global analysts who believe their friends down under are facing a world of pain. It’s time to get…

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Pacific Perspectives 27 Jul 2026

Investors fume over Forrestania’s Zenith bid; eyes on Takeovers Panel

Western Australia’s Ida Metal Investments has hit back at ASX-listed gold and lithium explorer Zenith Minerals’ response to its criticism of a scrip bid from Stokes-backed Forrestania Resources after a dramatic decline in the bidder’s…

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Pacific Perspectives 27 Jul 2026

ASX to rise ahead of big tech earnings, Fed decision

The global artificial intelligence trade that has rocketed equity markets to record levels is facing a defining week, as the world’s largest technology companies deliver results that will be scrutinised for signs that huge spending…

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Pacific Perspectives 27 Jul 2026

Stock futures climb, oil prices fall as U.S. and Iran pause attacks

U.S. stock futures rallied on Sunday night, and oil prices declined amid a pause in fighting between the U.S. and Iran over the weekend. Traders were also looking ahead to a demanding week of megacap…

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Pacific Perspectives 24 Jul 2026

Tesla, Alphabet lose hundreds of billions in value in post-earnings stock plunge

Shares of Alphabet and Tesla fell on Thursday after both companies signaled increased AI spending, unnerving investors worried about the mounting costs of the artificial intelligence boom. Source: https://www.cnbc.com/2026/07/23/tesla-tsla-alphabet-googl-stock-today.html

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Pacific Perspectives 24 Jul 2026

Worried about the economy? WAM says water is a very good bet

The discount largely reflects that alternative assets aren’t yet as well understood by the broader market compared to more traditional listed equity exposures. The retail market is becoming more aware of the diversification benefits of…

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Pacific Perspectives 24 Jul 2026

James Hardie restores investor faith after sales, earnings beat

James Hardie has upgraded its sales and earnings forecasts, despite ongoing sluggishness in the United States housing market, as the building products group looks to move on from a turbulent period marked by an investor…

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Pacific Perspectives 24 Jul 2026

Upcoming ASX rebalance to unleash $2.5b trading bonanza

Investors and traders are getting ready for one of the biggest rebalances of the ASX in years that is expected to spark a multibillion-dollar trading event fuelled by passive funds and quantitative firms. Up to…

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Pacific Perspectives 24 Jul 2026

Shortsighted stock market can no longer brush off war: ‘It’s too hard to ignore $100 oil’

Major U.S. stock indexes tumbled on Thursday as investors began to price in the consequences of a renewed and prolonged conflict in the Middle East.  Source: https://www.cnbc.com/2026/07/23/short-sighted-stock-market-can-no-longer-brush-off-war-investors-say.html

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