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 2 Apr 2026

Optus follows Telstra in raising mobile prices drawing ACCC concern

Optus has followed Telstra in raising the prices of its mobile plans for the second time within 12 months, far exceeding inflation and drawing concern from the competition watchdog over its impact on customers. The…

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Pacific Perspectives 2 Apr 2026

Stocks are surging in early signs of huge short squeeze

For weeks, Bell Potter Securities’ Richard Coppleson has warned readers of his popular after-market newsletter that all the ingredients were laid out for “the mother of all short squeezes” on Wall Street. Hedge funds were…

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Pacific Perspectives 2 Apr 2026

Dow jumps 200 points to start April as traders bet Middle East conflict will soon end: Live updates

Stocks rose on Wednesday, while oil prices declined to start the month, as hope grew that an end to the U.S.-Iran war was on the horizon. The S&P 500 advanced 0.72% and closed at 6,575.32, and the Nasdaq…

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Pacific Perspectives 1 Apr 2026

Stocks, bonds and commodities: How global markets have traded the Iran war

Source: https://www.cnbc.com/2026/03/31/iran-war-stocks-sp500-spx-nasdaq-dow-bonds-treasurys-yields-price-markets-gold-rates.html

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Pacific Perspectives 1 Apr 2026

War pushes fragile aluminium markets to the brink of disaster

Six months ago, US investment bank Citi warned that aluminium markets were “sleepwalking into the biggest deficit in 20 years” as China fast approached its self-imposed annual production cap of 45 million tonnes. The mandate…

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Pacific Perspectives 1 Apr 2026

‘No airbag’ for ASX tech stocks after another brutal month of losses

It has been another brutal month for investors in Australian technology stocks; about $7 billion was erased from the sector in March as the Middle East conflict and the threat of higher interest rates compounded…

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Pacific Perspectives 1 Apr 2026

Bond markets say a new, dangerous phase of energy shock has started

Debt buyers and commodity investors are telling us demand for oil now needs to come down. That makes the Albanese government’s excise call a curious one. For five weeks, Iran and the United States have…

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Pacific Perspectives 1 Apr 2026

Dow surges 1,100 points, S&P 500 posts best day since May as hopes grow for end of Iran war: Live updates

Stocks rose on Tuesday following new reports that gave investors hope that the Iran war could soon come to an end. The Dow Jones Industrial Average was up 1,125.37 points, or 2.49%, and closed at 46,341.51. The…

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Pacific Perspectives 31 Mar 2026

How the big oil and gas CEOs think the Iran war supply disruption will play out

Source: https://www.cnbc.com/2026/03/28/iran-war-oil-companies-price-gas-diesel-strait-hormuz.html

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Pacific Perspectives 31 Mar 2026

Telstra forced to remove a third of its mobile coverage from its maps

Australia’s biggest telco, Telstra, will be forced to remove a 1 million square kilometre area – more than the size of NSW – from maps promoting its mobile phone coverage after the Albanese government set…

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