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 25 May 2026

Michelle Jablko and the problem of what comes next for Transurban

For Michelle Jablko, the former investment banker and ANZ finance boss who took the reins of toll road giant Transurban two years ago, the next 12 months could be make or break as investors demand…

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Pacific Perspectives 25 May 2026

Bond market mulls dire scenario as budget threatens property sector

The Australian bond market is being caught in a tug-of-war. On one side, global inflation anxiety is dragging interest rates upward. On the other, a softening local economy and a budget-induced property downturn is pulling…

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Pacific Perspectives 25 May 2026

ASX on edge as investors weigh Iran peace deal with bond sell-off

Investors are cautiously preparing to buy the dip in Australian shares on Monday after US President Donald Trump said Washington was close to reaching an agreement with Iran to end the war and reopen the…

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Pacific Perspectives 25 May 2026

Dow adds nearly 300 points Friday for new record close; S&P 500 notches eighth winning week: Live updates

Stocks rose Friday as Treasury yields eased, resulting in a winning week for Wall Street despite heightened volatility. The Dow Jones Industrial Average gained 294.04 points, or 0.58%, to end at 50,579.70. The 30-stock index…

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Pacific Perspectives 22 May 2026

Prediction markets are fueling a high-stakes brawl between states and federal regulators

Source: https://www.cnbc.com/2026/05/21/where-the-feds-are-fighting-states-over-prediction-markets.html

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Pacific Perspectives 22 May 2026

‘Massive disincentive’: High earners face 20-year tax high

The federal government’s refusal to lift income tax brackets in line with inflation means every dollar earned today above $190,000 is taxed at 47 per cent, instead of the top rate kicking in at more…

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Pacific Perspectives 22 May 2026

‘I’m selling’: Investors face 50pc more tax than Treasury says

Investors with diversified share portfolios making a mix of gains and losses compared to inflation could face tax rates of more than 100 per cent on real gains, due to the Albanese government not fully…

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Pacific Perspectives 22 May 2026

ASX to rise, oil swings on hopes for peace deal

Australian shares are set to open higher as oil swung lower amid heightening speculation that the US and Iran are close to an agreement to end hostilities and reopen the Strait of Hormuz. ASX 200…

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Pacific Perspectives 22 May 2026

Stock futures rise slightly as S&P 500 looks toward another winning week: Live updates

Stock futures ticked higher in overnight trading Thursday as Wall Street looked set to cap off a winning week despite heightened volatility. Futures tied to the Dow Jones Industrial Average rose 40 points. S&P 500 futures gained 0.1% and Nasdaq…

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Pacific Perspectives 21 May 2026

Fed officials see rate hike ahead if inflation stays elevated, minutes show

WASHINGTON — A majority of Federal Reserve officials at their most recent meeting anticipated that interest rate increases would be necessary if the Iran war continued to aggravate inflation, according to minutes released Wednesday. Though…

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