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 morePrediction market traders doubtful Bessent’s bond interventions will push yields lower
Treasury Secretary Scott Bessent is seeking to cap rising yields using a variety of tools at his department’s disposal. However, traders on prediction market platforms think these moves won’t lead yields to fall dramatically. Traders on Kalshi think there’s…
Aussie hits three-month high as the US dollar falters
The Australian dollar is trading near its highest level in three months, buoyed by a hefty sell-off in the greenback and as Chinese policymakers indicated they would bring forward stimulus to bolster the economy.The local…
Private equity’s latest evolution is attracting billions of dollars
Private equity has always had two clocks running – one belongs to the fund, the other to the business. For decades, we largely assumed they would strike midnight at the same time. Buy a company,…
ASX is beating Wall Street even with ‘uninspiring’ profit results
The Australian sharemarket has managed to outperform both Wall Street and key Asian markets over the last month despite the earnings season painting an “uninspiring picture” as analysts downgrade their forecasts for the year ahead.…
Stock futures are flat as investors await Nvidia earnings, inflation report due later this week: Live updates
U.S. equity futures opened little changed on Monday night after the S&P 500 posted a losing session as investors turned cautious ahead of Nvidia’s earnings and a key inflation report due later this week. Futures tied…
Six investors reveal the biggest market risks — and one strategy they agree on
It has been a volatile year for global markets, rewarding some trades while punishing others. CNBC asked six investors about the biggest risks they see and how they are positioning portfolios in response. Despite differing…
How to beat the market by 20pc without banks, miners or data centres
Claudia Kwan is not your typical stock picker. She does not invest in the big banks, gas companies, data centres or mining giants that dominate the ASX. And yet, she has beaten the market by…
GQG’s Rajiv Jain stuns market by capitulating on anti-tech bet
GQG Partners chief investment officer Rajiv Jain has surprised the market, revealing an aggressive pivot into semiconductor stocks over the past month despite his previous warnings that a long rally in technology companies had created…
ASX to rise, but investors brace for plenty of profit downgrades
A wave of profit downgrades looms in the final week of the annual reporting season as boardrooms respond to a slowing economy with conservative outlook statements and guidance. Major retailers, including JB Hi-Fi, Myer and…
The biggest U.S. stocks have done great for you. Experts say not to get greedy
Low-cost S&P 500 funds are the foundation of many portfolios, and holding a portfolio with a 90/10 split between the index and short-term treasuries has been famously championed by Warren Buffet as all that long-term investors need. Indeed, the…