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 19 Aug 2026

What the Meta Platforms trial means for investors

Investors are keeping a close eye on opening arguments in the Meta Platforms child privacy case that starts on Tuesday. A group of 29 states filed suit against the Facebook and Instagram parent, arguing that Meta violated a federal child privacy…

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Pacific Perspectives 19 Aug 2026

Google prepares $5b Kangaroo bond as AI arms race comes to Australia

Alphabet is raising up to $5 billion from the Australian bond market in what could be the country’s biggest corporate debt transaction, with the Silicon Valley giant behind Google and Gemini scrambling for cash to…

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Pacific Perspectives 19 Aug 2026

What we learnt: You’ll never guess what Telstra’s outage compo cost

The compensation bill for Telstra’s big outage in early July, which Greens senator Sarah Hanson-Young claimed caused “mass chaos across the country”? Less than $1 million in credits. Telstra chief executive Vicki Brady, who delivered…

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Pacific Perspectives 19 Aug 2026

Bonds are flashing a warning sign again. It’s time to listen

By the time you read this, there’s a fair chance that the US will be bemoaning another bleak economic milestone: the national debt will break through the $US40 trillion ($56 trillion) mark. It’s a stunning…

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Pacific Perspectives 19 Aug 2026

S&P 500 falls for a third day, as elevated global bond yields and oil prices weigh on market

The S&P 500 fell on Tuesday, pressured by a run in sovereign bond yields to multidecade highs amid concerns of persistent inflation and elevated oil prices. A pullback in semiconductor stocks also weighed on the broader market.…

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Pacific Perspectives 17 Aug 2026

Nvidia discloses $21 billion stake in SpaceX at end of second quarter

Nvidia disclosed on Friday that its stake in Elon Musk’s SpaceX was worth about $21 billion at the end of the second quarter. The chipmaker said in a filing with the Securities and Exchange Commission that it owns 122.8 million Class…

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Pacific Perspectives 17 Aug 2026

Telstra ties exec pay to AI returns, putting heat on Accenture deal

Telstra’s leadership team will be held to account for the hundreds of millions of dollars the company is investing in artificial intelligence, after the telco became one of the first big Australian companies to directly link…

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Pacific Perspectives 17 Aug 2026

Suncorp vacuums up ancestry and yoghurt-eating data to price policies

Suncorp has used data about ancestry and religion and even how likely customers are to eat yoghurt to decide how much policyholders should pay for their home and car insurance, worrying staff who claim that…

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Pacific Perspectives 17 Aug 2026

ASX to slip as Mid-East, RBA loom over market before earnings rush

The stalemate in the Middle East conflict and growing expectations for another Reserve Bank interest rate hike set a bearish tone for the Australian sharemarket ahead of one of the busiest weeks of the year…

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Pacific Perspectives 17 Aug 2026

Stock futures are little changed after S&P 500 posts three-week win streak

U.S. stock futures were little changed Sunday night, after the S&P 500 climbed for a third straight week though it ended Friday lower. Dow Jones Industrial Average futures rose 11 points, or 0.02%. S&P 500…

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