News & Insights
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…
Read moreThe 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…
Read moreAussie dollar under pressure after Fed pivots on rates
The Australian dollar has come under pressure after the US Federal Reserve unexpectedly signalled that interest rates could start to climb in the world’s largest economy this year if inflation continued to creep higher. The local currency…
S&P 500 closes higher, Nasdaq climbs nearly 2% as chips fuel comeback from Fed sell-off: Live updates
U.S. stocks rose on Thursday, staging a comeback after the Federal Reserve indicated the possibility of a rate hike this year — a move that sparked a sell-off in equities during the previous session. The S&P 500 added 1.08%,…
BMW stock slumps to 5-year low as Iran war and China slowdown spark profit warning
Shares in BMW tumbled to their lowest level in over 5 years on Wednesday after the German carmaker cut its 2026 profit outlook, citing a slowdown in Chinese demand and disruption caused by the Iran war. Source:…
CommSec’s SpaceX bid shows what retail investors really want
Elon Musk’s space company just shattered records to become the biggest float in the broker’s 30-year history as Australian investors went on the hunt for sizzle. CommSec had four times as many customers bid for…
Australian private credit sector’s D-Day is just two weeks away
After two years of studying the industry, ASIC has drawn a line in the sand for local players. Get your June 30 asset valuations right, or else. The corporate cop has heard enough talk from…
ASX to open lower
Australian shares are set to open lower as markets forecast the US to increase interest rates by October after the US Federal Reserve held rates steady in the first decision under Donald Trump’s chosen new…
Dow closes 500 points lower as Warsh’s first Fed meeting sets off surge in bond yields: Live updates
Stocks fell on Wednesday, while Treasury yields surged, as investors grew uncertain over the path of monetary policy after several Federal Reserve officials indicated there could be a rate hike this year to tamp down…
PACIFIC COMPASS – Riding the Recovery While Staying Selective [June 2026 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW: Executive Summary May 2026 was characterised by a broad improvement in global risk sentiment, with equity markets continuing to recover from the volatility experienced through March and early April. The…
Technical factors are adding fuel to SpaceX’s meme stock fire
SpaceX has been fast-tracked to enter several major stock market indexes and that could eventually ground its stock performance in the broader fundamentals of the tech sector. But before SpaceX goes into those indexes in coming…
Eight stock picks that fund managers expect to go on a tear
Inside a packed Sydney hotel last week for the annual Morgan Stanley Summit, the mood was defiantly upbeat. Market pundits crowded into buzzing conference rooms, eager for insights from Treasurer Jim Chalmers to a humanoid…