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 moreASX to rise after US stocks waver in thin post-Christmas trading
Shares wavered on Wall Street in afternoon trading on Thursday, as gains in tech companies and retailers helped temper losses elsewhere in the market. The S&P 500 was up less than 0.1 per cent after…
Iron ore faces ‘riot point’ in 2025 as Rio Tinto floods the market
Iron ore is tipped to trade below $US100 a tonne for most of next year as new supply from Rio Tinto’s long-awaited African project adds to giant stockpiles at Chinese ports, and US tariffs whack…
Dow ekes out small gain in thin holiday trading, rising 5 days in a row: Live updates
The Dow Jones Industrial Average erased earlier losses and squeezed out a small gain in thin trading Thursday after the market’s strong back-to-back gains at the start of the holiday week. The blue-chip Dow closed the day…
Nvidia sees ‘remarkable’ influx of retail investor dollars as traders flock to AI darling
As Michael MacGillivray saw artificial intelligence becoming more ubiquitous in everyday life, the 25-year-old wanted his investments to reflect that. It didn’t take long to figure out how he wanted to play the trend. “Whenever…
The Fed’s humiliating reversal is toxic for stocks
There is very bad news for risky assets in the humiliating policy reversal that a politically compromised US Federal Reserve has had to effect since the November presidential election. And the clear signal is in…
Lithium piles up at IGO’s WA refinery as demand slows
IGO is struggling to find customers for its lithium hydroxide, as dismal prices cause the battery material to pile up at its Western Australia processing plant. The lithium and nickel miner on Monday warned that…
Soft wages, growth revive chances of first RBA rate cut in February
The Reserve Bank of Australia has signalled it could be ready to cut interest rates as soon as February if inflation and unemployment data meet or come in softer than expectations, bolstering the Albanese government’s…
Biggest banks sue the Federal Reserve over annual stress tests
A group of banks and business groups are suing the Federal Reserve over the annual bank stress tests. The Bank Policy Institute, which represents big banks like JPMorgan, Citigroup and Goldman Sachs, is joining the American Bankers Association, the…
MicroStrategy rides ‘red sweep’ to 477% gain in 2024, topping almost all U.S. stocks
On the eve of MicroStrategy’s stock market debut in June 1998, founder Michael Saylor stayed in a penthouse suite at the Lotte New York Palace in Midtown Manhattan. Saylor, who was 33 at the time, says it was…
Power findings show ‘failure of privatisation’: SA energy minister
The Australian Energy Regulator’s findings that large power generators may be artificially pushing up prices for consumers at peak periods represents a failure of the privatisation of the sector, South Australian Energy Minister Tom Koutsantonis…