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 17 Feb 2026

AGL and Origin have sent a clear message about the energy transition

Those seeking a reality check on the energy transition can’t go past the latest financial results from Origin Energy, the country’s largest energy retailer, and AGL Energy, the owner of Australia’s largest portfolio of electricity…

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Pacific Perspectives 17 Feb 2026

European markets close higher as investors digest key points from Munich Security Conference

European markets closed higher on Monday, as investors digested the key points from this year’s Munich Security Conference. The pan-European Stoxx 600 was up 0.1% by market close, with major bourses and most sectors in the region…

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Pacific Perspectives 16 Feb 2026

The January CPI inflation report is due out Friday morning. Here’s what it’s expected to show

Source: https://www.cnbc.com/2026/02/12/the-january-cpi-inflation-report-is-due-out-friday-morning-heres-what-its-expected-to-show.html

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Pacific Perspectives 16 Feb 2026

The market’s biggest tech bear is finally growling

Rajiv Jain admits he had his fair share of sleepless nights over the past year. The founder and key stock picker at $US170 billion ($240 billion) fund manager GQG Partners had decided to dump tech…

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Pacific Perspectives 16 Feb 2026

Surging demand has helped Australia’s bond market finally come of age

Australia has always punched above its weight in financial markets. The country accounts for less than 2 per cent of the global economy, yet the currency has been the fifth or sixth most actively traded…

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Pacific Perspectives 16 Feb 2026

ASX eyes record high as 80 companies prepare to report

Australia’s sharemarket could hit a record high this week but investors are preparing for a potentially volatile Monday as the reporting season peaks with 80 companies set to release their results over the week. The…

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Pacific Perspectives 16 Feb 2026

Dow slides 600 points, S&P 500 falls for a third day as AI disruption fears rattle markets: Live updates

Stocks dropped on Thursday as investors began to worry about the negative side of the artificial intelligence buildout, which threatens to disrupt the business models of whole industries and raise unemployment. The Dow Jones Industrial Average shed…

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Pacific Perspectives 13 Feb 2026

The January CPI inflation report is due out Friday morning. Here’s what it’s expected to show

Source: https://www.cnbc.com/2026/02/12/the-january-cpi-inflation-report-is-due-out-friday-morning-heres-what-its-expected-to-show.html

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Pacific Perspectives 13 Feb 2026

Investors back ANZ CEO’s strategy after solid first quarter result

When the tough-talking Nuno Matos took over as ANZ’s chief executive last year, the drastic downsizing he undertook of the bank stunned staff, investors and analysts. The former HSBC executive announced he would implement a…

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Pacific Perspectives 13 Feb 2026

RBA board appointee argued for higher interest rates

Bruce Preston, one of the nation’s top academic monetary policy economists and the new appointee to the Reserve Bank of Australia board, has in the past argued for higher interest rates. His appointment by Treasurer…

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