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 moreWhere this early Afterpay investor is winning amid the market meltdown
Sarah Lau has never been too far away from lively discussions about the next big thing in markets. She grew up listening to her family debate speculative mining stock tips over yum cha in Sydney,…
Bond traders already had their hands full, ‘then a war breaks out’
Investors closed their books on a month of mounting artificial intelligence risks. Then a conflict in the Middle East raised a whole new set of worries. ven before last weekend, Pacific Investment Management’s Daniel Ivascyn…
Prediction markets face questions on Iran war bets, from regime change to nuclear detonation
Source: https://www.cnbc.com/2026/03/09/prediction-markets-wagers-bets-iran-war-kalshi-polymarket.html
The $100 oil playbook: How pro investors are investing around this energy shock
Professional investors are reshuffling portfolios as crude oil surges past $100 a barrel, rotating into sectors tied to commodities while adding hedges against the risk that geopolitical tensions could trigger a broader economic shock. The jump…
Dow falls 450 points, posts worst week in nearly a year as oil tops $90, jobs data disappoints: Live updates
Stocks fell Friday, adding to their weekly declines, as oil prices spiked and traders reacted to an unexpected drop in new U.S. jobs data. The Dow Jones Industrial Average lost 453.19 points, or 0.95%, to end at 47,501.55.…
5 questions every private credit investor needs to think about now
There’s a major crisis of confidence in the asset class that could soon engulf Australia. Before it does, we need to do some major soul-searching. Private credit is having a moment. The hottest new asset…
As the ASX plunged, retail investors were busy buying the dip
Retail investors have been pouring money into the local sharemarket this week, betting that the escalating conflict in the Middle East ripping through global equity markets and wiping billions from the ASX will ultimately prove…
ASX sell-off intensifies as investors brace for oil shock
The possibility of a prolonged war in the Middle East is threatening to finally crack a multi-year bull run in equity markets as investors fret that a sharp rise in energy prices will unleash a…
Will Iran war fallout end the bull market? When investors really need to worry
If oil trades above $100 a barrel for a while, the U.S. economy could be in for major shocks, according to Bank of America. Oil prices have surged since the U.S.-Israeli strikes on Iran last…
Investors poured billions into private credit. Now many want their money back
Source: https://www.cnbc.com/2026/03/05/private-credit-blackstone-blue-owl-kkr-carlyle-retail-wealth-investors-liquid.html