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 3 Jul 2026

Record wave of ETFs flood the ASX, with more to come

A wave of new exchange-traded funds are flooding the sharemarket as firms jump on the soaring demand from retail investors looking for a cheap and tax-effective way to access some of Australia’s top fund managers.…

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Pacific Perspectives 3 Jul 2026

ASX ends up 1.4pc as gold stocks soar; PEXA sinks 21pc

Australian shares, led by gold miners, surged after weaker-than-expected US jobs data prompted investors to scale back bets on further Federal Reserve interest rate increases. The S&P/ASX 200 Index rose 1.4 per cent, or 119.80…

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Pacific Perspectives 2 Jul 2026

Fed Chief Kevin Warsh declines to hint at July rate decision, but says inflation ‘too high’

Federal Reserve Chairman Kevin Warsh, in comments Wednesday at the ECB Forum on Central Banking, declined to give any signal as to what the central bank may do at its meeting later this month, but did note that inflation…

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Pacific Perspectives 2 Jul 2026

‘Sell us cheap steel’: Santos CEO fires back at cut-price gas demand

Santos chief executive Kevin Gallagher has torn into demands from manufacturers that they be supplied with cut-price gas, taking to new heights the tense discord between producers and energy users over the federal government’s gas…

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Pacific Perspectives 2 Jul 2026

The fund manager rally has left us scratching our heads

A new financial year and a bright new dawn for markets. For some of the most beaten up stocks, all they needed was the calendar to roll over for the selling to cease and the…

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Pacific Perspectives 2 Jul 2026

ASX caps ‘toughest year’ for stock pickers with no end in sight

Stock pickers have endured one of the most challenging 12-month periods on the ASX in living memory. Those that backed the mining sector were handsomely rewarded, but those that bet on technology or healthcare were…

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Pacific Perspectives 2 Jul 2026

Stock futures are little changed after weak start to July trading; jobs report ahead

Stock futures traded near the flatline on Wednesday night after Wall Street began a new month of trading on a somewhat sour note, with traders awaiting the latest batch of U.S. employment data. Dow Jones…

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Pacific Perspectives 1 Jul 2026

Jim Cramer says the AI trade has shifted — and these stocks are leading now

CNBC’s Jim Cramer on Tuesday offered up a straightforward framework for Wall Street’s current approach to the artificial intelligence trade. “Wall Street’s now rewarding tech companies with products in high demand and punishing their customers,” the “Mad…

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Pacific Perspectives 1 Jul 2026

Super funds dumping nearly $100b in a crisis would slash balances 25pc

The financial regulator has warned that the nation’s biggest superannuation funds could dump almost $100 billion of shares and bonds in a worst-case scenario of acute economic stress to meet demand for account withdrawals and…

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Pacific Perspectives 1 Jul 2026

Retail investors risk turning market correction into recession: BIS

The surging numbers of retail investors in the sharemarket has heightened the risk of a much bigger economic fallout from a correction that threatens financial stability, central bankers have warned. The Bank of International Settlements…

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