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 16 Mar 2026

Do you own the asset that beat the US market by 15pc in 2025?

In the shadow of last year’s metals boom another asset was quietly outperforming – and it looks set to continue in 2026. he last time emerging market equities roared, reality TV was in its infancy…

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Pacific Perspectives 16 Mar 2026

S&P 500 falls, crude rises as Middle East war rages on

After having rallied at the open, the S&P 500 reversed direction and closed down as the US and Israel separately said they were intensifying their attacks on Iran, denting hopes for a de-escalation. Brent Crude…

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Pacific Perspectives 16 Mar 2026

ASX to extend sell-off as oil shock bolsters RBA rate rise bets

Traders are increasingly pricing in another three interest rate rises by the Reserve Bank this year, which would take the cash rate to the highest level since 2011, as the worst supply disruption in the…

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Pacific Perspectives 16 Mar 2026

The biggest release of emergency oil stockpiles in history was announced. Why crude may keep rising

The oil market sent a clear signal this week that a massive release of stockpiled crude by the U.S. and its allies is nowhere near enough to address the unprecedented supply disruption triggered by the…

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Pacific Perspectives 13 Mar 2026

Markets’ hopes for Fed interest rate cuts are rapidly fading away

As both energy prices and inflation fears pop, expectations for Federal Reserve interest rate cuts are sliding. Traders in recent days have abandoned hopes of an early summer easing from the central bank, a change…

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Pacific Perspectives 13 Mar 2026

Barrenjoey kicks off investor meetings for NextDC’s $500m bond

Street Talk understands NextDC and its bankers at Barrenjoey Capital Partners this week told fixed income investors that it is trying to obtain a credit rating from S&P, Moody’s or Fitch next year, after which…

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Pacific Perspectives 13 Mar 2026

Australian investors offered bite at Nvidia-backed DeepSeek AI rival

A local broker is offering Australian investors the chance to buy a stake in an Nvidia-backed American start-up that is developing “open” artificial intelligence models designed to rival China’s DeepSeek and could be valued at…

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Pacific Perspectives 13 Mar 2026

Aussie dollar jumps on oil shock as big four banks tip two rate rises

The big four banks are predicting the Reserve Bank of Australia will raise interest rates next week, just as the Australian dollar climbed to its highest level in four years and the oil price jumped…

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Pacific Perspectives 13 Mar 2026

Dow tumbles more than 700 points as oil jumps, closing at new 2026 low under 47,000: Live updates

Stocks were under pressure on Thursday as oil prices added to their surge on supply disruption worries while the Iran war continued. The Dow Jones Industrial Average fell 739.42 points, or 1.56%, closing at 46,677.85. The S&P 500 lost…

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Pacific Perspectives 12 Mar 2026

Food prices could rise as Iran conflict disrupts fertilizer supply chain

Source: https://www.cnbc.com/2026/03/11/iran-news-food-prices-could-rise-due-to-fertilizer-shortages.html

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