News & Insights
Fed holds rates steady despite concerns over inflation
29 Oct 2026
The Federal Reserve voted Wednesday to keep benchmark interest rates on hold, opting to take a patient approach in its fight against inflation despite mounting evidence that price pressures are proving more nettlesome than policymakers…
Read moreASX to lift after Fed rates call
29 Oct 2026
Australian shares are set to tick higher after the US Federal Reserve held interest rates steady. S&P/ASX 200 futures were up 22 points, or 0.3 per cent, to 8882 near 6am (AEDT). Fed chairman Kevin…
Read moreDow 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…
Wall Street money takes back over from small investors as driving force of the stock market
Institutional investors are taking the wheel in the stock market. After years on a big buying streak, retail traders appear to be moving to the sidelines. At the same time, data from Vanda Research shows…
WestConnex pension fund backer puts big stake in $33b road up for sale
Data centres have been all the rage for the last two years, but infrastructure investors have a new prize to pursue thanks to Canada’s La Caisse, which has mandated Macquarie Capital to sell its stake…
Rate market fear gauge is warning for corporate bonds
Corporate bonds have been relatively resilient amid a global government bond selloff, but the strength may not last. Bond market volatility, a measure of uncertainty about the direction of bond yields, is spiking. Historically, that…
ASX to waver as more tough talk from RBA expected
The Australian sharemarket is poised for a cautious start on Monday as investors prepare for a fourth interest rate rise this year, amid fears the central bank will keep warning that it will do whatever…