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Pacific Perspectives

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…

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Pacific Perspectives

ASX 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…

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Pacific Perspectives 13 Oct 2026

Stocks making the biggest moves midday: eBay, Sandisk, Meta Platforms, IonQ, Lumentum & more

Here are some of the companies making headlines in midday trading. Memory stocks – Shares of memory chip companies slid after China’s CXMT said it will begin producing next-generation memory chips that will compete for…

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Pacific Perspectives 13 Oct 2026

Meta’s Muse debut unleashes next leg of the AI trade for investors

Australia’s top global technology investors have long prided themselves on identifying the next leg of the artificial intelligence trade before the rest of the market catches on. It helped them generate huge returns earlier this…

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Pacific Perspectives 13 Oct 2026

The countries most threatened by turbulent bond markets

Forever, it turns out, was temporary. For much of the 2010s, economists were worried that interest rates would remain near zero indefinitely, held down by too much saving and too little investment. All of a…

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Pacific Perspectives 13 Oct 2026

ASX to open higher

Australian shares are set to open higher, tracking gains in the Dow Jones on Wall Street. US investors await the start of three weeks of reporting with four major banks on deck Tuesday. Oil faded…

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Pacific Perspectives 13 Oct 2026

The bull market turned 4 years old on Monday. Investors say reaching a fifth birthday could be challenging

Happy birthday to the bull market, which just turned four. Monday marks the fourth anniversary of the current bull market, with the S&P 500 having climbed nearly 120% since its closing low on Oct. 12,…

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Pacific Perspectives 12 Oct 2026

Ray Dalio warns the stock market’s cushion against rising bond yields is shrinking

Billionaire investor Ray Dalio warned on Thursday that stocks face mounting pressure from rising bond yields and the prospect of weaker corporate cash flows, even as earnings continue to grow. The Bridgewater Associates founder told…

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Pacific Perspectives 12 Oct 2026

Why Australia’s inflation shock may be creating its own cure

The market’s inflation fears are understandable, but the more important question is how the economy responds. The debate has shifted quickly. Earlier this year investors were focused on the timing of future interest rate cuts.…

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Pacific Perspectives 12 Oct 2026

Why global investors shunned the Firmus fable

Ed Zitron might be the biggest artificial intelligence sceptic on the planet. So it’s no surprise he’s been relishing the farce that’s engulfed the float of Australian neocloud data centre operator Firmus Grid. “Firmus on…

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Pacific Perspectives 12 Oct 2026

ASX to shrug off bond jitters, buoyed by US earnings momentum

The Australian sharemarket is set for a positive start to the week as expectations of a strong corporate earnings season on Wall Street lift sentiment, even as anxious investors watch for signs that severe bond…

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Pacific Perspectives 12 Oct 2026

Dow rises 400 points on Friday as Wall Street scores winning week: Live updates

Stocks rose on Friday, supported by the tech sector, as traders look to rebound from a volatile week of elevated Treasury yields and oil prices as well as declines in the artificial intelligence trade. The…

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