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 9 Jul 2026

Iran plans ‘massive’ retaliation; Telstra says issues nearly resolved

That’s a wrap! Thanks for following The Australian Financial Review’s live coverage this Thursday, July 9. We’ll be back with more tomorrow. Here are some of the top stories we covered today: 5.42PM – Jul 9, 2026 Allan demands Telstra…

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Pacific Perspectives 9 Jul 2026

ASX’s biggest float of 2026 to kick-start ‘anaemic’ IPO market

After Elon Musk’s blockbuster SpaceX float injected new life into Wall Street’s IPO market, Australia could be about to follow suit this week as it prepares to welcome the country’s biggest initial public offering of…

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Pacific Perspectives 8 Jul 2026

1.4m business owners will retire by 2036. 33pc have no succession plan

Taking over their father’s Melbourne construction business was a steep learning curve for brothers Mark and Lee Griffiths. While they had worked with their father Stephen at Griff & Lee Constructions for two decades, and it was…

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Pacific Perspectives 8 Jul 2026

Australia faces worst growth slump in decades

Australia is facing its longest stretch of weak economic growth since the early 1990s recession, but stubborn inflation pressures are still expected to force the Reserve Bank to raise interest rates again, according to a…

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Pacific Perspectives 8 Jul 2026

ASX’s first AI-powered stock picking ETF puts quant funds on notice

Fund managers using advanced artificial intelligence models to gain an edge over the market have been put on notice following the launch of the first Australian exchange-traded fund that will also use the technology to…

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Pacific Perspectives 8 Jul 2026

Health stocks (and WiseTech) are on a tear in buy-the-dip frenzy

A wave of buy-the-dip momentum has gripped Australia’s sharemarket, particularly among retail traders, giving a much-needed shot in the arm to some of the most heavily sold-down stocks on the domestic bourse. One of the…

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Pacific Perspectives 8 Jul 2026

RBA flags data centre boom as new threat in inflation fight

The Reserve Bank is concerned that the recent explosion in data centre investment could compete with Australian businesses for workers and resources, making its fight against inflation harder and contributing to interest rates staying higher…

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Pacific Perspectives 7 Jul 2026

‘They’re trying to shut us down’: Beach CEO slams gas reserve

The Albanese government’s plan to reserve gas for domestic buyers on the east coast would cost about $2.9 billion a year in forgone revenue and infrastructure losses and could bring forward energy shortages in Australia’s…

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Pacific Perspectives 7 Jul 2026

Lululemon’s latest struggle: slowing sales in key China market

New York/Shanghai | Lululemon is struggling with slowing sales in China, a market that has helped the company offset quality problems, unpopular designs and an angry founder – until now. Wall Street analysts say the China slowdown may…

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Pacific Perspectives 7 Jul 2026

Big investors commit billions to private credit despite turmoil

London/New York | Large investors are committing billions of dollars to private credit funds as big institutions seek to profit from an exodus of smaller retail clients. North American direct lending funds that seek to attract…

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