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 8 Jan 2025

ASX to fall, retail sales to jump; bitcoin tumbles

Australian shares will snap a five-day rally on Thursday, as traders prepare for a forecasted increase in retail sales that casts doubt on an interest rate cut coming as soon as next month. Futures indicate…

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Pacific Perspectives 8 Jan 2025

Will stocks keep rising in 2025? Don’t listen to the experts

Forecasts come from top-tier investment banks should not only be ignored, Plato stockpicker David Allen says, but traders should do the complete opposite. Another year, another set of Wall Street predictions about how the S&P…

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Pacific Perspectives 8 Jan 2025

S&P 500 ekes out narrow gain as investors shake off Fed’s inflation warning: Live updates

The S&P 500 posted a modest gain on Wednesday as traders assessed the potential for future Federal Reserve rate cuts amid persistent inflationary pressures. The broad market index added 0.16%, closing at 5,918.25, while the Nasdaq Composite slipped 0.06%…

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Pacific Perspectives 7 Jan 2025

Howard Marks sees cautionary signs of a bubble, says investors shouldn’t ignore today’s high market valuation

Howard Marks, one of the most respected value investors, who famously foresaw the dot-com bubble, is pointing out a handful of red flags in the market such as valuation that could mean poor returns over…

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Pacific Perspectives 7 Jan 2025

Tech rally lifts ASX but utilities, miners weigh; Fortescue slumps

Australian shares closed marginally higher on Tuesday amid mixed sentiment from stock-pickers, as a rally in technology shares was tempered by losses from miners and utilities. The S&P/ASX 200 Index closed 27.7 points, or 0.3…

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Pacific Perspectives 7 Jan 2025

RBA should cut rates and not be fooled by trimmed mean inflation

The central bank should not ignore the fact that the actual inflation rate Australian consumers and businesses feel is now within the designated target range of 2-3 per cent. As Reserve Bank board members return…

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Pacific Perspectives 7 Jan 2025

ASX to slip, Wall St hit by selling wave

Australian shares are poised to open modestly lower as ASX futures responded to a sell-off in technology stocks on Wall Street that reversed earlier gains. Futures predicted the S&P/ASX 200 would slip 10 points at…

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Pacific Perspectives 7 Jan 2025

Dow falls more than 170 points, Nasdaq loses nearly 2% as Nvidia leads tech selloff: Live updates

Stocks fell Tuesday as strong economic data raised questions about the possibility of Federal Reserve rate cuts later this year, leading to a spike in Treasury yields. Declines across major tech stocks also dragged the…

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Pacific Perspectives 6 Jan 2025

The stock market is losing juggernaut status as 2025 begins, but that doesn’t mean bull is over

The stock market enters 2025 looking something like the Kansas City Chiefs. The S&P 500 is coming off consecutive 20% annual gains, the Chiefs were winners of the past two Super Bowls. Fans of both are rabid…

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Pacific Perspectives 6 Jan 2025

Top super investors dash pre-election rate cut hopes

Superannuation investment managers predict the Reserve Bank will not cut rates until the middle of the year, but say investors should remain cautiously optimistic about the economy in 2025 despite continued inflation and potential volatility…

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