News & Insights
Pacific Podcast | Pacific Flagship Ep 2: Beyond AI
22 Oct 2026
Overview When Do Higher Yields Start to Hurt Stocks? Executive Summary Bond investors have had a rough few years. Since the 2020 lows, 10-year government yields have climbed roughly four and a half percentage points…
Read moreTesla beats on earnings and sales even as auto revenue declines
22 Oct 2026
Tesla reported better-than-expected third-quarter results after the bell on Wednesday, even as automotive revenue dropped. The stock was little changed in extended trading. Here’s how the company did, compared with estimates from analysts polled by…
Read moreTelstra’s fibre chief expects speed bumps in $150b data centre rollout
Australia’s $150 billion data centre rollout will hit speed bumps that kill some projects, warns the chief of Telstra’s national fibre and subsea cable network, but will still deliver a windfall to those underpinning the…
Dollar hits two-month lows as traders temper RBA rate rise bets
The Australian dollar hit a two-month low as traders pared back the chance of further interest rate rises after Reserve Bank of Australia governor Michele Bullock appeared less hawkish on inflation than anticipated. The dollar…
ASX to slip, US rate bets pared
Australian shares are set to open modestly lower in line with Wall Street. US bond yields pared an initial move higher after a key policymaker said there was “no urgency” to lift interest rates. S&P/ASX…
Dow jumps more than 470 points Friday; stocks notch winning week despite Treasury yield surge
U.S. equities rose on Friday as Wall Street wrapped up a volatile week of trading, with a surge in Treasury yields rippling through financial markets. The S&P 500 climbed 0.51% to close at 7,743.41, while…
Dow slides more than 300 points to start week as Treasury yields pressure stocks
Stocks fell Monday, weighed down by a jump in Treasury yields to start the week. The Dow Jones Industrial Average dropped 347.11 points, or 0.67%, to end at 51,481.51. Boeing shares dragged down the index,…
The market’s betting AI will outrun bond yields, Fed rate hikes
The market is telling us that the cost of money doesn’t matter. It doesn’t matter that the Federal Reserve is raising interest rates, the United States economy, company earnings and consumer spending will keep growing.…
Investors search for value in the wreckage of a retail stock slump
The deep sharemarket rout and broad shopper pessimism may have most fund managers steering well clear of major Australian retailers, but at least a few investors are seeing a big opportunity to bag a bargain.…
ASX to rise, US bond yields surge
Australian shares are set to open modestly higher. Wall Street slipped to start its trading week with oil rising amid continuing uncertainty about the outlook for the war between the US and Iran. US President…
Stock futures are little changed after higher yields lead to losing session
Stock futures were little changed on Monday night, with traders looking to recover after a session in which equities fell once again due to pressure from rising Treasury yields. Dow Jones Industrial Average futures rose…
PACIFIC COMPASS – Recalibrating Conviction: Balancing Growth Opportunities with Policy & AI Risks [September 2026 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW: Executive Summary August 2026 was a month of two distinct phases. For most of the month, global markets extended the risk-on tone of recent months: equities rose broadly, gold recorded…