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 moreCan 10-year bond rates reach 7pc? History says so
There was one main topic of discussion among the bond traders, sovereign and corporate issuers and institutional investors who gathered at Commonwealth Bank’s Darling Harbour headquarters on Monday for its annual global markets conference: how…
Australian dollar to surge on data-centre boom, higher rates
The Australian dollar is set to rebound above US73¢ by the end of the year, driven by the huge demand for copper for the build-out of data centres and the prospect of further interest rates…
Firmus exposes ASX’s big problem: loss-making companies
Firmus Technologies’ failure to list on the Australian sharemarket has exposed a broader problem plaguing the ASX of loss-making companies flocking to the bourse despite a shocking track record of poor returns. Broker MST Financial…
Stock investors are ready to move on from the AI rout. Credit investors are not
AI stocks rallied on Monday, but CoreWeave closed slightly lower as investors remained skittish about its debt. Yields on Oracle debt also remained elevated as credit worries persist across the AI trade. The tech-heavy Nasdaq…
Boomers are buying into the promise of monthly income from options ETFs, but there’s a tax catch
Covered call ETFs have gained a following for their ability to generate monthly cash flow. But a tax surprise could be lurking for many investors. These actively managed funds have different underlying assets and strategies.…
The market’s lack of ambition is putting your super at risk
Private capital cannot contribute to the country’s growth mindset and economy like a Commonwealth Bank or Fortescue, which threatens everyday wealth. One of the big changes no one’s talking about is who is responsible for…
Investors scour the small-caps wreckage for bargains
Australian small-cap investors are licking their wounds after the Iran war, rising bond yields, and persistent inflation brutalised the market. But they are confident the bottom is approaching and say the time to buy is…
I’m not waiting for the ‘RBA pivot’ to dive back into the ASX
Every interest rate cycle produces its own consensus, and this one is no different. The cash rate is at its highest since 2011 and some of the major banks expect it to go higher, while…
Nasdaq slides 2% Friday to post worst week since June, pressured by AI sell-off and oil prices
Stocks slid on Friday as traders notched a mostly losing week amid a shift away from tech and artificial intelligence-related names as well as a rise in oil prices. The S&P 500 lost 1.09% and…
Tesla plans next-generation Roadster reveal after almost a decade of delays
Tesla is planning to show off its long-delayed next-generation Roadster on Thursday, almost a decade after Elon Musk’s company started taking deposits for the electric sports car. The event will be livestreamed from a SpaceX…