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 moreThe bull case for (investing in) war is alive and well
athan Rothschild, students of history may recall, once advised buying “on the sound of cannons”. The British financier may well have been right about the current conflagration in the Middle East as a brutal market…
Traders, major banks point to rate rise next week on Iran oil shock
Traders and economists increasingly expect the Reserve Bank of Australia to raise interest rates next week as the conflict in the Middle East drags on, triggering a spike in the oil price and leaving the…
ASX to drop; oil rises after IEA decision, Hormuz ship strike
Australian shares are poised to open down. The S&P 500 closed modestly lower as investors struggled to position amid President Donald Trump’s ever-changing war rhetoric. While market sentiment was boosted earlier by a decision by…
Treasury yields gain after sticky February inflation reading, oil price increase
Treasury yields moved higher on Wednesday as investors weighed a sticky February inflation report and monitored moves in oil prices in the midst of the latest developments in the U.S.-Iran war. The benchmark 10-year Treasury…
RBA deputy issues new inflation and rates warning
Reserve Bank of Australia deputy governor Andrew Hauser says the jump in the oil price will push inflation above the 4.2 per cent the central bank has forecast, warning that keeping interest rates too low…
Atlas Arteria’s M&A ambitions risk shareholder showdown
Atlas Arteria chief executive Hugh Wehby set the cat among the pigeons last week when he announced the toll road operator was actively looking at new opportunities across the OECD. Atlas Arteria also put some…
CBA chairman warns AI risks ‘hollowing out’ Australia’s economy
Commonwealth Bank chairman Paul O’Malley says the rise of the huge artificial intelligence platforms such as OpenAI and Anthropic risks hollowing out the Australian economy and sending value overseas. Source: https://www.afr.com/companies/financial-services/cba-chairman-warns-ai-creates-geo-economic-risk-for-australia-20260310-p5o8yc
How the Iran war and rising energy prices are threatening semiconductor demand
A prolonged conflict in the Middle East could impact the semiconductor industry’s access to key materials while rising costs could hit demand for chips that have been central to the artificial intelligence boom, analysts warned.…
S&P 500 ends volatile day slightly lower as Iran conflict keeps traders on edge: Live updates
The S&P 500 fell slightly on Tuesday in choppy trading as oil prices pulled back and traders kept an eye on the Iran war. The broad market index dropped 0.21% to end at 6,781.48. The Dow Jones Industrial…
Santos CEO Kevin Gallagher’s $1 million mistake
The Santos managing director pulled the trigger on $5 million in share sales the day before Iran was bombed. War! (Huh.) What is it good for? Santos, obviously. As the rest of the ASX gets…