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 moreUFC’s Dana White urges Trump to reverse gambling tax law. His letter moved the prediction market
UFC President Dana White penned a letter to President Donald Trump pleading for him to reverse a provision of his signature tax law. White asked the president to undo a 90% cap on gambling loss…
Bond investors go hunting for ways around endless inflation curse
Investors are piling into inflation-linked bonds as they make bets that the shutdown of critical oil shipping channels will ultimately overwhelm the ability of central banks to tame runaway cost increases. More than $US2.6 billion…
Here’s why oil prices haven’t exploded (and it’s not the ceasefire)
Almost three quarters of the oil that has become gridlocked amid an ongoing stalemate in the Strait of Hormuz is being replaced by flow from the United States and China, helping cushion a devastating supply…
ASX to rally after Nvidia powers Wall St to record highs
Australian shares are poised to open higher. All three US benchmarks gained, with the S&P 500 and Nasdaq Composite setting new intraday records. The Dow Jones topped 50,000, ending the session 0.3 per cent shy…
Cramer urges investors to be more selective in the AI frenzy
CNBC’s Jim Cramer said that investors need to become far more selective in the semiconductor rally. Cerebras, a chipmaker focused on artificial intelligence workloads, completed the largest IPO of the year Thursday. The stock priced at $185 Wednesday night…
PACIFIC COMPASS – Stabilisation Amid Volatility: Markets Search for Direction [May 2026 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW: Executive Summary April 2026 marked a partial stabilisation in global financial markets following the sharp correction experienced in March. Risk sentiment improved modestly over the month as investors responded positively…
Bulls bet big on these three China-related stock trades during Trump visit
President Donald Trump and a cavalcade of American business leaders landed in Beijing Wednesday for talks with Chinese leader Xi Jinping, and market bulls are following. Chinese stocks, ETFs and related themes posted some of…
The day CBA shares crashed back down to earth
The ASX’s gorillas have big companies so priced to perfection that they’re sitting ducks for results day capitulations. That’s what happened to Commonwealth Bank of Australia on Wednesday. Big superannuation funds have so much passive…
Small caps, tech stocks at risk as budget hits retail investors
Labor’s capital gains tax changes are expected to hit Australian small caps and growth stocks that are popular among retail investors and could even deter technology companies and start-ups from listing on the local sharemarket…
Budget turns Australia into ‘belle of the ball’ for global bond buyers
The federal government’s borrowing manager says it plans to sell $125 billion of Treasury bonds in the next financial year, making them a favourite for foreign investors seeking higher returns and greater security. Source: https://www.afr.com/markets/debt-markets/budget-turns-australia-into-belle-of-the-ball-for-global-bond-buyers-20260513-p5zw8f