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 29 May 2026

Santos sharpens focus on Alaska, PNG amid domestic policy doubts

Santos chief executive Kevin Gallagher will direct more investment to the company’s oil and gas operations in Alaska and Papua New Guinea, while dialling back its allocation to some domestic projects, amid ongoing uncertainty over…

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Pacific Perspectives 29 May 2026

Aussie dollar is set to buy a few extra croissants this year

For those daydreaming about a European summer, there is some welcome news for the hip pocket: the euro is tipped to drop against the Australian dollar this year. Currency forecasters expect Europe’s economy to take…

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Pacific Perspectives 29 May 2026

Here’s how ASX investors are positioning for a peace deal

Gold miners and industrial businesses like Brambles and Cleanaway Waste are tipped to be the biggest winners on the Australian sharemarket when oil eventually starts flowing through the Strait of Hormuz again. Equities from Asia…

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Pacific Perspectives 29 May 2026

The wealthiest investors are pulling money out of the U.S. in the ‘de-dollarization’ trade

Source: https://www.cnbc.com/2026/05/28/wealthiest-investors-de-dollarization-trade.html

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Pacific Perspectives 28 May 2026

Market correction risk looks elevated as stocks hit record highs, top Europe central banker warns

Source: https://www.cnbc.com/2026/05/27/ecb-vp-market-correction-risk-elevated-as-stocks-hit-record-highs.html

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Pacific Perspectives 28 May 2026

Project Constellation: AGL Energy ready for round two on renewables

AGL Energy is looking to sell majority stakes in wind farms totalling 1.7 gigawatts to private capital, Street Talk can reveal. The country’s second-largest gentailer has put up for sale the 831-megawatt Pottinger wind farm and battery…

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Pacific Perspectives 28 May 2026

Bond markets dial back rate rise bets after inflation cools

The market’s expectations of another interest rate rise from the Reserve Bank of Australia this year are starting to fade after a surprisingly cool inflation report reduced the pressure on the central bank to keep…

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Pacific Perspectives 28 May 2026

ASX to open lower

Australian shares are set to open lower as Wall Street quietened after a day of records. The S&P 500 and the Nasdaq were muted amid choppy trading but still inched higher to new records after…

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Pacific Perspectives 28 May 2026

Stock futures are little changed as Wall Street awaits key April inflation reading: Live updates

U.S. stock futures were little changed on Wednesday night as traders looked ahead to the release of a key inflation reading. S&P 500 futures and Nasdaq 100 futures both rose less than 0.1%. Futures tied to the Dow Jones…

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Pacific Perspectives 27 May 2026

‘The market has spoken’: Ferrari shares fall after carmaker unveils first fully electric vehicle

Shares of luxury carmaker Ferrari fell sharply on Tuesday shortly after the company launched its first fully electric vehicle. The Maranello, Italy-based sports car manufacturer unveiled the Luce, which translates as “light,” at a venue in Rome,…

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