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 moreThe Fed will have to raise interest rates in July to appease ‘bond vigilantes,’ Yardeni says
ters Sent to the Federal Reserve to lower interest rates, incoming Chair Kevin Warsh instead may have to push for higher levels to establish credibility, market veteran Ed Yardeni said. Source: https://www.cnbc.com/2026/05/18/the-fed-will-have-to-raise-interest-rates-in-july-to-appease-bond-vigilantes-yardeni-says.html
This dividend-loving fundie has beaten the market for 20 years
Leanne Pan says that when people find out she is a fund manager, they invariably ask her what the hot new stock is that could net them enough cash to pay for their dream holiday,…
Global bond markets drama spells out home truths for investors
Investors are rushing to the exits in long-term bond markets as a ramp-up in inflation expectations triggers a broader rethink about the reliability of the asset within portfolios. Over the weekend, the 30-year yield on…
Investors Flock to Commodity ETFs as Iran War Fuels Energy Inflation
Investors are pouring money into commodities funds as the US-Iran war stokes inflation, according to Invesco Ltd. Traders last week added almost $86 million to the Invesco DB Commodity Index Tracking Fund — a cross-commodities…
S&P 500 futures are flat after index posts second losing day amid tech selloff
S&P 500 futures were little changed Monday night after a selloff in technology stocks weighed the broad market index down for the second session in a row. Futures tied to the S&P 500 were up 0.1%,…
The bond market is flashing a warning over Iran. A veteran of energy geopolitics explains the risk
Source: https://www.cnbc.com/2026/05/16/the-bond-market-is-flashing-a-warning-energy-geopolitics-expert-warns.html
Rising global bond yields halt S&P 500’s extended run
US stocks followed their European and Asian peers lower as concerns about accelerating inflation surged, triggering a spike in global bond yields amid the likelihood of higher-for-longer oil prices and higher interest rates. There also…
Beware pricing market risk when benchmarks aren’t behaving
With so much geopolitical uncertainty, it’s been easy to feel defensive, which brings to mind an old saying that “bears sound smart, but bulls make the money”. The challenge is knowing when being defensive is…
ASX to dip as Nvidia earnings, rate fears loom over markets
Investors will eagerly be awaiting earnings results from chip giant Nvidia, the world’s largest company by market capitalisation, for signs of how much momentum the artificial intelligence rally has left in it after a bout of jitters.…
Stock futures are little changed after record-setting week for Wall Street; traders await Nvidia and retail earnings: Live updates
Stock futures were little changed Sunday night following a record-setting week, with traders awaiting quarterly results from Nvidia and major U.S. retailers. Investors also kept an eye on the U.S.-Iran war. Dow Jones Industrial Average…