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 moreNormally staid bond investors have a new biggest worry: An AI bubble
Fears over artificial intelligence are now hitting bond investors, according to the latest credit investors survey from Bank of America Global Research. Source: https://www.cnbc.com/2026/02/25/normally-staid-bond-investors-have-a-new-biggest-worry-an-ai-bubble.html
Rate rise risk for March looms large after inflation surprise
Investors are starting to weigh the very real possibility of an interest rate increase by the Reserve Bank of Australia when policymakers gather next month. That is after yet another hot monthly inflation report from…
Reprieve for tech investors as stocks rally, but can it last?
Soothing words from artificial intelligence start-up Anthropic breathed new life into the technology sector on Wednesday as it told a jittery market it was trying to build partnerships rather than replace existing services. But investors…
The RBA is on inflation alert. It should watch Woolies shoppers, too
While the Reserve Bank remains watchful about the ratio of signal to noise in the monthly consumer price index, the latest numbers on Wednesday confirmed that inflation remains too high for comfort. Source: https://www.afr.com/chanticleer/the-rba-is-on-inflation-alert-it-should-watch-woolies-shoppers-too-20260225-p5o5go
S&P 500 posts back-to-back gains, Dow jumps 300 points as Nvidia rises: Live updates
U.S. equities rose on Wednesday, supported by Nvidia and Oracle, as stocks built on the gains from the prior trading day. The S&P 500 added 0.81% and closed at 6,946.13, and the Nasdaq Composite advanced 1.26% to 23,152.08. The Dow Jones Industrial Average increased…
Workday stock sinks on weak revenue guidance
Source: https://www.cnbc.com/2026/02/24/workday-wday-q4-earnings-report-2026.html
From AI to pet food, investors are eyeing up these Chinese stocks
Australian investors are eyeing up China’s equity markets as the country returns from the week-long Lunar New Year celebrations, emboldened by a favourable US Supreme Court ruling against President Donald Trump that reduces the punishing…
Australian dollar to spike as investors pile into ‘carry trade’
The country’s $4.5 trillion superannuation sector is bracing for a further rally in the Australian dollar as yield-hungry investors pile into the local bond market lured by the so-called “carry trade”. Expectations of higher interest…
ASX to rise, CPI awaited
Australian shares are poised to advance, tracking a tech recovery in New York as a sell-off triggered by yet more concerns about AI disrupting a wider range of sectors reversed, somewhat. ASX 200 futures were…
Nvidia earnings report collides with Wall Street skepticism over AI spending
Source: https://www.cnbc.com/2026/02/24/nvidia-earnings-collide-with-wall-street-skepticism-over-ai-spending.html