News & Insights
Pacific Podcast | Pacific Flagship Ep 2: Beyond AI
22 Oct 2026
Overview When Do Higher Yields Start to Hurt Stocks? Executive Summary Bond investors have had a rough few years. Since the 2020 lows, 10-year government yields have climbed roughly four and a half percentage points…
Read moreTesla beats on earnings and sales even as auto revenue declines
22 Oct 2026
Tesla reported better-than-expected third-quarter results after the bell on Wednesday, even as automotive revenue dropped. The stock was little changed in extended trading. Here’s how the company did, compared with estimates from analysts polled by…
Read moreInvestors fear elections will escalate backlash against data centres
Public opposition to data centres is set to hit boiling point this year amid a string of crucial elections in the United States and Australia that investors warn will leave company share prices in limbo.…
Global credit agency warns Australia about record government spending
The Albanese government’s continuing budget deficits caused by record government spending on debt interest, disability and defence have left the nation’s finances vulnerable to a negative shock such as a downturn in mining commodity revenues,…
ASX to drop
Australian shares are set to open lower after all three US benchmarks slid, though they closed above session lows. Oil settled near $US100 a barrel, while bitcoin also fell. S&P/ASX 200 futures were down 53…
Goodbye TINA? High Treasury yields give investors an alternative to stocks
With bond yields hovering around the highest level seen in decades, some investing experts are saying the era of “TINA” is over. In investing terms, TINA stands for “There is no alternative,” which is shorthand…
Stocks making the biggest moves midday: Marvell, Moderna, Lamb Weston, Constellation Energy & more
Here are some of the companies making headlines in midday trading. Memory chip stocks and ETFs — Seagate Technology slumped 9.1%, Western Digital tumbled 6.9%, Roundhill Memory ETF (DRAM) slipped 2.2% and SanDisk fell almost…
Recession risks are growing beneath calm bond market waters
Economists say the chances of an Australian recession are rising despite little apparent panic in bond markets amid heavy government spending and a global spike in borrowing to finance artificial intelligence investments. Traditionally, as expectations…
The ASX stocks most exposed to the Chinese consumer are sinking fast
The long tail of sluggish Chinese growth and subdued consumer spending has reached the Australian sharemarket, driving a steep decline in stocks with significant exposures to the world’s second-largest economy. Among the biggest losers are…
S&P 500 resets its record high
Australian shares are set to open flat, as futures pared earlier gains in line with Wall Street pulling back slightly from an opening advance that helped both the S&P 500 and Nasdaq Composite reset intraday…
Boomers’ dividend stocks take beating from bond yields, with retirement income on the line
Dividend stocks like utilities are being pummeled amid bond market chaos and the rise of the 10-year U.S. treasury, raising questions for seniors about how to continue meeting their income needs. While dividend stocks are…
House Democrat targets candidate prediction market trades after opponent’s Kalshi penalty
With less than a month until the midterm elections, prediction markets’ political contracts are in focus as observers look to see if they’ll accurately forecast who will win various races across the country. But one…