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 26 Jan 2025

Why these investors aren’t worried about Trump tariffs yet

Fund managers are downplaying Donald Trump’s tariff threats, saying the risk of stoking inflation will stop the president from rushing out destructive trade policies that could threaten global growth. In his first week, Mr Trump…

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Pacific Perspectives 26 Jan 2025

Crucial inflation data to determine RBA rate call

For the first time in more than a year, the chance of a Reserve Bank of Australia interest rate cut is “live”. Whether that plays out in February comes down to a crucial inflation readout…

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Pacific Perspectives 26 Jan 2025

S&P 500 slides on Friday as rally pauses, but stocks notch back-to-back weekly gains

The S&P 500 closed lower after hitting new records on Friday, as investors took some profit to end a solid week centered on President Donald Trump’s return to the White House. The benchmark index shed 0.3% to 6,101.24,…

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Pacific Perspectives 23 Jan 2025

Stocks making the biggest moves midday: Alcoa, GE Aerospace, Electronic Arts, American Airlines and more

Check out the companies making headlines in midday trading: Alcoa — Alcoa’s shares dipped 1.1% after CEO William Oplinger said on Wednesday that U.S. tariffs on Canadian imports would increase the cost of aluminum by $1.5 billion…

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Pacific Perspectives 23 Jan 2025

Santos eyes Darwin LNG expansion with Beetaloo gas

Santos is considering building a second production unit at its Darwin LNG plant, a move that would open up a pathway to international markets for gas from the vast Beetaloo Basin fields in the Northern…

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Pacific Perspectives 23 Jan 2025

ASX falls as miners weigh; Myer soars 6pc on merger vote; gold rallies

The Australian sharemarket finished lower on Thursday, led by declines in the mining giants as tariff threats from US President Donald Trump continued to weigh on sentiment. The S&P/ASX 200 Index fell 0.6 per cent,…

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Pacific Perspectives 23 Jan 2025

A fund did the unthinkable and cut its CBA stake. Time to follow suit?

The Australian Foundation Investment Company says the ‘extreme’ valuation of CBA left it little choice but to take some profits. But our super giants aren’t stepping back. As Australia’s oldest and largest listed investment company,…

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Pacific Perspectives 23 Jan 2025

S&P 500 closes at a new record, Dow jumps 400 points as Trump pushes for low rates, oil: Live updates

The S&P 500 rallied to record highs on Thursday after President Donald Trump called for lower interest rates and cheaper oil prices. The broad market index added 0.53%, notching an all-time intraday high for the second straight…

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Pacific Perspectives 22 Jan 2025

Is it time for investors to pile back into the beaten-up $A?

Citi has called time on the blistering rally in the US dollar and told clients that one of the best ways to trade an imminent pullback is to buy the beaten-up Australian currency. The greenback…

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Pacific Perspectives 22 Jan 2025

Stocks making the biggest midday moves: Netflix, Johnson & Johnson, Oracle, Ford and more

Check out the companies making headlines in midday trading. Netflix — The streaming giant soared nearly 12% to an all-time high on the heels of better-than-expected results in the fourth quarter. Netflix reported earnings per share…

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