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 moreU.S.-Israel strikes Iran: What we know as markets brace for turmoil
Source: https://www.cnbc.com/2026/03/01/iran-khamenei-trump-us-investors-markets.html
Energy stocks, gold producers to surge as Iran strikes rattle markets
Energy stocks and gold miners are set to rally after an American strike killed Iran’s leader and left the Middle East on the brink of more serious conflict, with the only certainty being a rush for…
Crypto market hedges Iran war risks with 24/7 oil and gold trading
One of crypto’s favourite 24/7 trading venues has become an unlikely hotspot for commodities and traditional asset classes this weekend, as traders scramble for round-the-clock hedges amid escalating conflict in the Middle East. Perpetual swap futures…
Time for Australia’s super funds to rethink how they invest
Investing in a data centre should not be debated solely as “real estate” or “infrastructure”, but rather how it can improve the portfolio. Every few years, markets tend to anoint a hot new trend, and…
How the attack on Iran could impact the global oil market and economy
Source: https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html
Market watchers back Jensen Huang’s view that investors are ‘wrong’ on SaaSpocalypse
Nvidia’s Jensen Huang was right when he told CNBC investors “got it wrong” over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in…
Before the Bell: Nvidia fails to quell AI angst
Australian shares are set to open modestly higher, with futures reversing earlier losses after New York pared its losses late. Still, both the S&P 500 and the Nasdaq ended lower as Nvidia’s blockbuster quarterly results…
The best way to invest a windfall (based on 50 years of ASX data)
he agenda was fairly straightforward when Ophir Asset Management founder Andrew Mitchell visited the home of a prospective billionaire client: win a multimillion-dollar private mandate for Ophir’s small-cap fund. The deal was done within an…
Investment banker John Wylie hits the bid
John Wylie’s pain of late has been shared across a host of Tanarra Capital’s most prominent positions. News of the price at which Bapcor would raise $200 million of new equity this week showed the…
S&P 500 closes lower Thursday as Nvidia post-earnings slump hangs over market: Live updates
The S&P 500 pulled back on Thursday as the latest results from tech titan Nvidia and software giant Salesforce weren’t enough to boost the broader market. The broad market index fell 0.54% to end at 6,908.86, while the Nasdaq Composite declined 1.18% and…