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 10 Dec 2024

ASX to slip, ASIC sues collapsed Rex for lack of disclosure

Australian shares are poised to open lower, reflecting weakness in New York as investors await key US inflation data, which could disrupt expectations of a quarter point rate cut from the Federal Reserve next week.…

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Pacific Perspectives 10 Dec 2024

Bond traders eye back-to-back rate cuts

Bond traders have aggressively ramped up bets for back-to-back rate cuts early next year after the Reserve Bank of Australia said it was gaining some confidence that inflation was moving sustainably towards its target. At…

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Pacific Perspectives 10 Dec 2024

Dow falls more than 150 points to notch four losing days as year-end rally takes a breather: Live updates

Stocks fell on Tuesday as traders digested a year-end rally to record levels. They also awaited new U.S. inflation data set for release this week. The S&P 500lost 0.3% to end at 6,034.91, and the…

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Pacific Perspectives 10 Dec 2024

Amazon is bringing Intuit QuickBooks software to its millions of third-party sellers

Amazon’s millions of third-party sellers will be able to bring their sales and inventory data into Intuit QuickBooks through a new integration.The companies are targeting mid-2025 to bring the product to market, starting with sellers…

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Pacific Perspectives 10 Dec 2024

There’s a compelling case for RBA reducing interest rates on Tuesday

Australia’s growth in output and real income per person since 2013 has been close to the bottom of the developed democracies. This follows more than two decades near the top. My new book, Let’s Tax…

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Pacific Perspectives 10 Dec 2024

ASX to rise on prospect for bolder China stimulus, Wall St slips

Australian shares are poised to edge higher with commodities advancing on plans by China to do more to bolster flagging growth. The US listed shares of BHP and Rio Tinto each surged more than 4…

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Pacific Perspectives 10 Dec 2024

This US bank makes a bold call on the $A

Morgan Stanley says investors should be buying up the Australian dollar and dumping the greenback because the US Federal Reserve will cut interest rates more aggressively than expected and American trade tariff concerns are overblown.…

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Pacific Perspectives 10 Dec 2024

Dow drops more than 200 points, S&P 500 pulls back from record as Nvidia slides: Live updates

The S&P 500 and Nasdaq Composite pulled back from record highs Monday, with tech shares struggling and investors looking ahead to key inflation data due out this week. The broad market index fell 0.61% to close at 6,052.85, and…

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Pacific Perspectives 5 Dec 2024

Fundstrat’s Tom Lee thinks the bitcoin rally above $100,000 is a bullish signal for stocks

Bitcoin’s rally to new heights signals even more momentum for a stock market that’s also at all-time highs, according to Fundstrat’s Tom Lee. “Bitcoin rising is, to me, breaking out of a holding pattern as a…

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Pacific Perspectives 5 Dec 2024

Michele Bullock could be the Maradona of Australian central banking

Rather than smashing jobs or going too soft, the Reserve Bank governor is weaving through the inflation challenge with a hawkish comment here, a dovish quip there and a steady interest rate. It’s 55 minutes…

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