News & Insights

Pacific Perspectives

Americans are feeling inflation’s pinch into the holiday weekend. Here’s where prices are rising the most

25 May 2026

U.S. consumers will shell out more for everything from fuel to hot dogs and hamburgers heading into Memorial Day weekend as the Iran War reignites inflation. Total inflation for shoppers rose 3.8% in April from the same month a year ago,…

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Pacific Perspectives

Michelle Jablko and the problem of what comes next for Transurban

25 May 2026

For Michelle Jablko, the former investment banker and ANZ finance boss who took the reins of toll road giant Transurban two years ago, the next 12 months could be make or break as investors demand…

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Pacific Perspectives 16 Dec 2024

‘Instant gratification’ investors drive 14pc fall in data centre float

A sell-down by so-called instant gratification investors, disappointed by initial trading in the newly launched DigiCo Infrastructure REIT, sent shares crashing in the data centre landlord for the second day in a row on Monday.…

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Pacific Perspectives 16 Dec 2024

ASX to slip, Tesla surges 6pc, bitcoin hits record $US107,000

Australian shares are poised to open lower. Tesla surged another 6 per cent and Google parent Alphabet advanced 3.5 per cent, lifting the Nasdaq Composite and S&P 500. The Nasdaq closed at a record high.…

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Pacific Perspectives 16 Dec 2024

MicroStrategy’s Michael Saylor says bitcoin is ‘cyber Manhattan’ — a ‘good investment’ even at the top

 Points Michael Saylor compared bitcoin to New York City and its economy on Monday as the cryptocurrency rose to fresh records, calling it “cyber Manhattan.” “We’ll just keep buying the top forever, every day is a good…

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Pacific Perspectives 15 Dec 2024

Amazon and the endangered future of the middle manager

 Points Amazon CEO Andy Jassy’s note sent this fall to employees about corporate culture drew headlines for his five-day-in-the-office mandate. But Jassy’s messaging on an increased ratio of individual contributors to managers raises a much bigger question about organizational…

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Pacific Perspectives 15 Dec 2024

Risk paid, bears stayed – market tips for 2025

From equities to cryptocurrencies, financial markets defied naysayers in 2024. But as the curtain starts to fall on the year, where to from here? As the curtain falls on 2024, one thing is clear: the…

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Pacific Perspectives 15 Dec 2024

ASX to fall, Santa rally on hold as Federal Reserve mulls Trump 2.0

Traders have slammed the brakes on the sharemarket’s Santa rally, concerned higher tariffs promised by US president-elect Donald Trump could slow the pace of interest rate cuts from the Federal Reserve. Last week, US markets slipped…

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Pacific Perspectives 15 Dec 2024

CBA, the next 10-bagger, founder woes: The best of Monday Fundie 2024

The bull market charged forward in 2024 and readers of The Australian Financial Review’s Monday Fundie column were hungry for stock tips. While much of the sharemarket’s gains this year have been powered by the ASX’s largest…

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Pacific Perspectives 15 Dec 2024

Bull market hits an early December soft patch

If the stock market’s indecisive churn in recent weeks is nothing more than some prolonged post-Thanksgiving digestion, it’s about time for the tape to prove it to ward off concerns that it’s something more serious.…

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Pacific Perspectives 12 Dec 2024

Costco beats on earnings as e-commerce sales jump

 Points Costco on Thursday beat Wall Street’s quarterly earnings and sales estimates, as it got a boost in part from higher membership fees. Here is how the warehouse club did for the fiscal first quarter compared…

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Pacific Perspectives 12 Dec 2024

ASX falls, Insignia rockets after Bain bid

Australian shares fell minutes after the open, tracking losses in New York as the technology rally petered out and investors refocused on the outlook for interest rates. The S&P/ASX 200 dropped 0.7 per cent, or…

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