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 12 May 2026

ASX to rise, S&P 500 extends its run

Australian shares are set to open higher, bolstered by further gains in New York where both the S&P 500 and the Nasdaq Composite each reset their record highs to start the week. Energy shares paced…

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Pacific Perspectives 12 May 2026

Stock futures are little changed as traders await inflation reading, monitor Iran war developments: Live updates

U.S. stock futures hovered near the flatline on Monday night as traders looked ahead to the release of April’s consumer price index reading. S&P 500 futures were marginally higher, and Nasdaq 100 futures added 0.1%. Futures tied to the Dow…

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Pacific Perspectives 11 May 2026

Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year

Source: https://www.cnbc.com/2026/05/09/nvidia-embraces-ai-investor-topping-40-billion-in-equity-bets-2026.html

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Pacific Perspectives 11 May 2026

Meet the US investor who sold his stake in ‘Despacito’ to an ASX fund

It’s not often that pop bangers come up in conversation in the world of financial markets, but Erik Serrano Berntsen is not your typical investor. The New York-based head of Stable Asset Management visited Australia…

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Pacific Perspectives 11 May 2026

S&P 500 melts up to yet another record high as momentum rules

The S&P 500 closed at a record high, after topping 7400 for the first time, as the seemingly relentless rally in semiconductor stocks – as well as the three biggest mega-cap techs – gathered momentum.…

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Pacific Perspectives 11 May 2026

ASX to slide as Iran conflict, budget jitters weigh

The Australian sharemarket is set to extend losses on Monday as renewed hostilities between the US and Iran pushed oil prices higher, sparking fears of further inflation, and as anxieties grow ahead of the federal…

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Pacific Perspectives 11 May 2026

Stock futures slide as investors monitor the latest Iran war negotiations: Live updates

Stock futures edged lower Sunday night, following a winning week on Wall Street, as oil prices jumped after President Donald Trump rejected Iran’s latest proposal to end the war. Futures tied to the Dow Jones Industrial Average…

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Pacific Perspectives 8 May 2026

Oil prices edge lower as U.S. waits for Iran response to deal proposal

Oil prices edged lower on Thursday, as the U.S. waits for Iran’s response to a proposal to end the war and reopen the Strait of Hormuz. Source: https://www.cnbc.com/2026/05/07/oil-prices-today-trump-iran-strait-of-hormuz-us-crude-brent-.html

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Pacific Perspectives 8 May 2026

AGL gets its power plants humming to improve profit outlook

AGL Energy says its annual profit will come in at the higher end of previous guidance thanks to improved power plant availability, and reassured that it has enough diesel storage to withstand the global fuel…

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Pacific Perspectives 8 May 2026

Stocks set to rip once a US-Iran peace deal is reached

Fund managers say an official peace deal between the United States and Iran will trigger a surge in global equities that will help return the Australian sharemarket to record levels. While the S&P/ASX 200 Index…

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