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 4 Jun 2026

Do Labor’s tax changes make shares ‘uninvestable’? We ran the numbers

Geoff Francis, a former senior tax official at Treasury, caused a stir when he honed in on a highly technical but important point about the Albanese government’s changes to the capital gains tax discount, warning they could…

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Pacific Perspectives 4 Jun 2026

‘Peak pessimism’ for retail stocks lures investors back in

Investors are starting to buy back into beaten-up retail stocks, tempted by significantly cheaper valuations after soaring oil prices and higher interest rates triggered a brutal rout in the first half of the year. Consumer…

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Pacific Perspectives 4 Jun 2026

ASX to open lower

Australian shares are set to open lower, in line with losses on Wall Street amid renewed hostilities in the Middle East after Iran attacked Kuwait with drone strikes. The attacks killed one person and injured…

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Pacific Perspectives 4 Jun 2026

Dow closes 600 points lower as rising Treasury yields and oil prices pressure stocks: Live updates

Stocks fell on Wednesday, with the S&P 500 snapping a nine-day win streak, as oil prices and Treasury yields moved higher amid worries the U.S.-Iran conflict could keep lifting inflation. The 30-stock Dow Jones Industrial Average pulled back 620.72…

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Pacific Perspectives 3 Jun 2026

Stocks making the biggest moves midday: Coherent, Victoria’s Secret, Marvell, HPE, Generac, Intuit & more

Here are the companies making headlines in midday trading. Generac — The power generator stock climbed almost 6% after the company said it would supply backup power for a “leading hyperscale data center operator.” CEO Aaron…

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Pacific Perspectives 3 Jun 2026

This ‘no-brainer’ sector still gives investors headaches

The $2.5 billion sale of Estia Health has put the spotlight on aged care valuations as government funding changes underpin growth. But investors remain wary. On paper, investing in Australian aged care should be a…

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Pacific Perspectives 3 Jun 2026

Welcome to the Bedout Basin, Australia’s newest oil frontier

Santos has locked in a huge drilling rig to explore a region it has described as the next North West Shelf, in a campaign that will include London-listed oil giant BP and could dramatically improve…

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Pacific Perspectives 3 Jun 2026

ASX to rise, GDP data awaited

Australian shares are set to open higher, tracking modest gains on Wall Street. Oil was steady. Bitcoin tumbled below $US68,000. ASX 200 futures were up 38 points or 0.4 per cent to 8789. In New…

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Pacific Perspectives 3 Jun 2026

Iran has mined ‘large segments’ of Hormuz Strait, Secretary of State Rubio says

Secretary of State Marco Rubio said Tuesday that Iran has mined “large segments” of the Strait of Hormuz, indicating that explosives in the strategic sea lane are more widespread than previoulsy acknowledged. Source: https://www.cnbc.com/2026/06/02/iran-war-strait-hormuz-marco-rubio-mine.html

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Pacific Perspectives 2 Jun 2026

The stock market just did something eerily similar to the dot-com bubble top in 2000

Source: https://www.cnbc.com/2026/06/01/the-stock-market-just-did-something-eerily-similar-to-the-dotcom-bubble-top-in-2000.html

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