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 14 Aug 2026

The bond market is signaling trouble ahead for stocks

One signal coming from the bond market could spell difficulties ahead for the stock market, according to Jefferies. While investors typically look at the 10-year Treasury yield for a read on the economy, and the market, Jefferies…

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Pacific Perspectives 14 Aug 2026

RBA’s blunt rate rise warning didn’t sway these economists

The message from Reserve Bank of Australia governor Michele Bullock on Tuesday was crystal clear: another interest rate rise is still on the cards, but not everyone is convinced. Economists from Goldman Sachs to JPMorgan…

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Pacific Perspectives 14 Aug 2026

Why Buffett acolyte Chris Mackay is not buying Berkshire (for now)

Chris Mackay, the legendary co-founder of Magellan, built his reputation in the market by following the wisdom of Warren Buffett that was imparted at Berkshire Hathaway’s annual general meetings. But shareholders who dialled into the…

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Pacific Perspectives 14 Aug 2026

The property downturn is turning into an investor stampede into ETFs

A sharp slowdown in the country’s real estate market has sent investors rushing towards Australian-listed exchange-traded funds, with a record $6.8 billion poured into index tracking products last month alone. And the biggest beneficiary appears…

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Pacific Perspectives 14 Aug 2026

Stock futures are little changed after S&P 500 sets record above 7,800, heads for winning week: Live updates

Stock futures were little changed on Thursday night after a record-setting session, with two of the three major benchmarks on pace for their third consecutive weekly advance. S&P 500 futures traded just above the flatline along…

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Pacific Perspectives 13 Aug 2026

Amazon shares appear stuck in a rut. Trader Mike Khouw is betting things will stay that way

The Fortune 500 is an annual list compiled by Fortune magazine that ranks the 500 largest United States corporations by total revenue. Amazon currently holds the number one spot, recently displacing Walmart’s long streak. In the 72…

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Pacific Perspectives 13 Aug 2026

Small-cap rally turbocharged as investors sour on bank stocks

Hedge funds across the country no doubt cheered on Monday when Westpac earnings triggered a sector-wide sell-off after the big four lender reported a slump in mortgage applications since Labor’s sweeping tax reforms. Short-sellers and…

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Pacific Perspectives 13 Aug 2026

Telstra CEO Vicki Brady banks pay rise as revenue languishes

Telstra chief executive Vicki Brady took home $6.8 million last year – an 11 per cent increase – despite a fall in revenue at the country’s largest telecoms business and a marginal rise in profits…

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Pacific Perspectives 13 Aug 2026

ASX to fall, Wall St lifts after CPI data

Australian share futures are pointing to modest opening losses. A tech-led rally, as the probability of a September rate rise narrowed, helped the Nasdaq Composite advance. S&P/ASX 200 futures were down 24 points or 0.3…

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Pacific Perspectives 13 Aug 2026

The stock market’s tranquility is almost unprecedented. That’s a red flag for Michael Burry

Michael Burry is pointing to an unusual stretch of calm beneath the stock market as another warning sign for investors, arguing that a historically long absence of broad-based selling could eventually give way to the…

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