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 4 Mar 2026

March rate rise on the cards after Bullock’s reality check

Bond traders have ramped up their bets for another interest rate increase in Australia this month after Reserve Bank governor Michele Bullock issued a warning to the market that every policy decision was “on the…

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Pacific Perspectives 4 Mar 2026

Global gas supply crunch looms as Qatar halts production

Australia’s LNG exporters are set to benefit from a surge in prices after the escalating war in the Middle East forced major gas producer Qatar to halt operations, but industry analysts say their capacity to…

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Pacific Perspectives 4 Mar 2026

ASX to tumble as conflict escalates; Oil spike rattles Wall Street

Australian shares are poised to tumble by more than 1 per cent at the open as fears of a widening Middle East war roiled global markets and sent the oil price soaring. ASX 200 futures…

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Pacific Perspectives 4 Mar 2026

Dow closes down 400 points after falling as much as 1,200 points as Iran conflict volatility continues: Live updates

Stocks had another wild session on Tuesday as concerns around a prolonged U.S.-Iran conflict rattled markets, though comments from President Donald Trump appeared to somewhat assuage those worries. The Dow Jones Industrial Average lost 403.51 points, or 0.83%, and…

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CIO Insights 3 Mar 2026

PACIFIC NAVIGATOR – De-Dollarization: What is it and should investors be concerned? [March 2026]

Executive Summary Over the last 2 years, the US dollar has fallen against its major trading partners (chart 1).  So, what’s going on with the US dollar and why it matters for Australian Investors? All…

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Pacific Perspectives 3 Mar 2026

How high can oil and gas prices go because of the Iran war? Here are the scenarios

Source: https://www.cnbc.com/2026/03/02/iran-oil-gas-prices-strait-hormuz.html

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Pacific Perspectives 3 Mar 2026

Retail investors pile into beaten up tech stocks – and get whacked

etail investors were hammered on Monday after they piled into the bombed-out technology stocks over the past few weeks, only to watch those investments get sold off again after US strikes on Iran triggered a broad sell-off…

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Pacific Perspectives 3 Mar 2026

Financial market technology upgrade could unlock $24b a year

Banks and other financial firms and investors could be $24 billion better off every year if the technology underpinning the country’s financial markets is upgraded, a group of influential academics has found. Modernising core technology…

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Pacific Perspectives 3 Mar 2026

RBA’s Bullock warns of Iran risk as inflation tops nation’s worries

Reserve Bank governor Michele Bullock has warned that an oil price shock from the conflict in Iran could increase local inflation, which research conducted for the first time for the central bank reveals is the…

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Pacific Perspectives 3 Mar 2026

Gold price jumps on Middle East turmoil. What to know before investing

With the Middle East war rattling global markets, gold is once again drawing attention as a potential safe-haven investment. The precious metal is generally viewed as a diversifier and store of value in turbulent times. However, it’s important to…

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