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 more$A shot down in May, after riding high in April
A red-hot US economy and a simmering war in Iran stand in the way of the Australian dollar hitting the highs that many strategists tipped at the start of the year, as the currency slipped…
Investors seek higher premium on Australian bonds as debt fears mount
Financial markets are growing nervous about Australia’s federal and state governments’ ability to restrain spending, with bond investors demanding higher returns to fund public spending as the economy faces a potent combination of slowing growth…
Investors in Barrenjoey-backed Applied EV hit the eject button
Melbourne-based autonomous vehicle maker, Applied EV, welcomed a bevy of new investors onto its share registry in January, led by Barrenjoey Capital and National Reconstruction Fund. But now, some of its earliest shareholders want out.…
S&P 500 futures tick lower as traders analyze Nvidia earnings: Live updates
S&P 500 futures inched down Wednesday night as investors debated whether Nvidia’s earnings report met the high bar set for the artificial intelligence titan. Futures tied to the broad index slipped 0.3%, while Nasdaq 100 futures lost 0.4%. Dow…
PACIFIC NAVIGATOR – Private Credit as an Investment Asset Class [May 2026]
Private Credit as an Investment Asset Class 1. Introduction Private credit, often referred to as private debt or direct lending, has emerged as one of the fastest-growing segments of the alternative investment universe. It involves…
These are the bond yield and oil levels that could break the bull market
22V Research sees levels for bond yields and oil prices that could throw cold water on the bull market — and the firm is warning that they’re not too far off. Dennis DeBusschere, chief market…
‘You don’t want to catch a falling knife’: Sydney property market cracks
Top property leaders say Sydney’s housing market has become the first casualty of Labor’s tax changes as investors and even first home buyers step away from an accelerating downturn. While changes to negative gearing and…
Yields hit 15-year high as bond investors damn ‘radical budget’
Bell Potter market veteran Richard Coppleson says fixed-income investors have panned Labor’s budget, triggering a sharp sell-off in 10-year bonds over fears that prolonged, heavy government spending will stoke inflation and saddle future generations with…
Mining stocks will rocket ASX to record within a year: Morgan Stanley
Morgan Stanley is tipping the Australian sharemarket will return to record levels by the middle of next year as surging commodity prices boost earnings across the materials and energy sectors, offsetting a slowdown in consumer-facing…
S&P 500 posts third straight losing session as rising yields drag down stocks: Live updates
Stocks closed lower Tuesday, with the S&P 500 posting its third straight losing session, as a jump in bond yields threatened the bull market. Traders also monitored the oil market following President Donald Trump’s cancellation…