Asian equities climbed to a new all-time high as investors added to bets on technology shares, extending last year’s rally in artificial-intelligence–linked companies. MSCI’s benchmark stock index for the region jumped as much as 1.7%, with chipmakers such as Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co. among the winners. A gauge of emerging markets also advanced to a record, while equity-index futures for the US and Europe rallied. Bitcoin led gains among cryptocurrencies. Silver surged as much as 4.8% and gold jumped as much as 2% to above $4,400 an ounce after the US move to oust Venezuela’s president Nicolás Maduro over the weekend. Copper rallied toward an all-time high amid speculation about tightening supply. The buoyant mood in Asian equities comes after regional stocks posted their strongest start to a year since 2012 on optimism that heavy corporate investment in tech will bolster earnings growth. The risk-on sentiment is for now at least shrugging off concern that geopolitical tensions will curtail a rally that propelled global equities to their biggest annual gain in eight years. Traders are refocusing on the outlook for interest rates and liquidity conditions, rather than headline risk, she said. Oil prices fluctuated in a sign the global crude market is initially taking the Venezuela developments in its stride. Venezuela’s oil infrastructure wasn’t affected by the series of US attacks in Caracas and other states, according to people with knowledge of the matter. Key facilities such as Jose port, the Amuay refinery and oil areas in the Orinoco Belt are still operational, they said. The question is whether events in Venezuela add to the appeal of US debt by fanning risk or diminish demand for them by increasing concerns over inflation or US fiscal policy. In other corners of the market, a Bloomberg gauge of the dollar rose 0.2%, while the yield on the benchmark 10-year US Treasury fell one basis point to 4.18%. Federal Reserve Bank of Philadelphia President Anna Paulson said modest additional interest-rate cuts could be appropriate later in 2026, but conditioned that outcome on a benign outlook for the economy. Key economic data will also shape the week ahead. In addition to the December jobs report, the US Bureau of Labor Statistics will issue on Wednesday figures for November job openings, quits and layoffs. The Institute for Supply Management’s December surveys of manufacturers and service providers will also offer clues about employment in those industries. At week’s end, the US government will report on October housing starts, while the University of Michigan issues its preliminary January consumer sentiment index.
Nikkei +2.97% Hang Seng +0.12% CSI +1.90% Shanghai +1.34% Shenzen +1.91%
Eur$ 1.1682 CNH 6.9781 CNY 6.9827 JPY 157.27 GBP 1.3426 CHF 0.7493 RUB 80.3500 TRY 43.0423 WTI$ 57.07 -0.44% Gold 4,404.30 +1.66% BTC 92,514 +1.40% ETH 3,163 +0.63% SOL 135.3729
S&P +0.19% Nasdaq +0.46% EuroStoxx +0.70% FTSE +0.54% Dax +0.51% SMI +0.61%
Macro :
- Trump Says US Cos. Will Rebuild Oil Infrastructure in Venezuela
- US Will Sell Venezuela Oil to Those Buying Now and Others: Trump
- China Vows No Room for Taiwan Independence, Opens Door to Talks
- China Vows No Room for Taiwan Independence, Opens Door to Talks
- BofA Says Now’s the Time to Buy Health Care, Real Estate Stocks
- Europe’s Politics Remain Challenging. Investors Shouldn’t Worry Just Yet - Barron's
- Gold tipped to extend record-breaking rally in 2026 - FT
- Electric vehicle sales set for slowest growth since pandemic - FT
- US To Be Strongly Involved in Venezuela Oil Industry, Trump Says
- Swiss Prosecutor Opens Criminal Probe of Bar Owners After Fire
- Philly Fed’s Paulson Sees Room for Cuts ‘Later in the Year’ - WSJ
- Germany Sees 51% Drop in Number of Asylum Seekers Last Year
- The Venezuelan Oil Narative is PURE THEATRE - Tracy (Chi) - Renegade Ressources
- Denmark tells Donald Trump to stop threatening to seize Greenland - FT
- Trump Suggests U.S. Could Take Action Against More Countries - NYT
Keep an eye on :
- AIR FP : Airbus Said to Beat 2025 Annual Delivery Goal of 790 Aircraft
- AMZN US : Amazon allows H-1B employees stranded in India to work remotely till March
- ARGX BB : Argenx Names Karen Massey CEO, Tim Van Hauwermeiren Board Chair
- BNJ NA : Banijay annonce la cession de sa participation dans Bet-at-home
- BIRK US : Birkenstock, Hoka, Salomon and More Footwear Companies Opening New Stores in 2026 - WWD
- 2533 HK : China’s Black Sesame Says Its Self-Driving Chip Passed US Review
- 1211 HK : Tesla Loses EV Crown to BYD After Second Annual Sales Drop
- CVX US : Chevron Is in Prime Position to Help Unlock Venezuela’s Vast Oil Reserves - WSJ
- CVX US : Ex-Chevron executive seeks $2bn for Venezuelan oil projects
- EMKR US : Trump Blocks HieFo Chip Deal With Emcore, Citing Security
- ENEL IM : Enel faces the future of Endesa's CEO after almost twelve years in the position
- EQNR NO : Orsted, Equinor File Legal Challenges to Trump’s Wind Farm Halt
- EXA FP : Exail Technologies Bags EUR40 Million Underwater Drones Orders (10% of 2025 bbg forecast)
- EXO NA : Exor, Ferrari Family Extend Shareholders Pact Governing Carmaker
- RACE IM : Exor, Ferrari Family Extend Shareholders Pact Governing Carmaker
- GOOGL US : Samsung to Double Mobiles Powered by Gemini This Year: Reuters
- GUBRA DC : Gubra Appoints Thomas Langenickel as Chief Medical Officer
- RMS FP : Even the World’s Richest People Are Pulling Back on Luxury, Survey Shows - WWD
- IDIA SW : Idorsia's Oral Hypertension Treatment Lands Marketing Approval in Canada
- IDR SM : Indra Says SpainSat NG II Services Uninterrupted After Incident
- KER FP : Alibaba, Kering, and 5 More International Bargain Stocks for 2026 - Barron's
- KER DP : Luca de Meo to Unveil His Strategic Plan for Kering - WWD
- LI FP : KléPierre: KLÉPIERRE Buys A MALL in ITALY
- LULU US : From Lululemon to Tracksmith, Sportswear Brands Face an Inflection Point - The Information
- MC FP : Even the World’s Richest People Are Pulling Back on Luxury, Survey Shows - WWD
- MiniMax IPO : MiniMax Plans to Price IPO at the Top in Sign of China AI Fervor
- NEE US : NextEra Energy Affirms FY Adj EPS of $3.62 to $3.70, Est. $3.68
- NEE US : NextEra Energy Affirms FY Adj EPS of $3.62 to $3.70, Est. $3.68
- NKE US : Nike CEO, Directors Signal Confidence in Company Turnaround to the Tune of $4.45 Million - WWD
- NDX1 GY : Nordex Gets Orders Totalling 508MW in Canada
- NVDA US : Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report
- ORSTED DC : Orsted, Equinor File Legal Challenges to Trump’s Wind Farm Halt
- PZZA US : America Is Falling Out of Love With Pizza - WSJ
- 1913 HK : Prada -4.43% in HK
- RIVN US : Rivian Drops as Vehicle Deliveries Miss Estimates: Street Wrap
- RYA ID : Ryanair Dec. Load Factor 92%
- SAN FP : Sanofi’s Tzield Gets US Priority Review For Young Children
- TSLA US : Tesla Dips on Soft Sales, But AI Hopes Cushion Blow: Street Wrapunder
- TSMC US : TSMC Rises as Goldman Lifts PT By 35% on AI Multi-Year Growth
- UAA US : From Lululemon to Tracksmith, Sportswear Brands Face an Inflection Point - The Information
- UAA US : From Lululemon to Tracksmith, Sportswear Brands Face an Inflection Point - The Information
- UAA US : Holder Prem Watsa dicloses purchase of 11.5M shares of Class A stock at $5.14/shr and 1.67M shares of Class C stock, Transactions occurred on 12/30- Prem Watsa now holds 42M shares
- xAI : xAI Adds Grok Business Options as it Tries to Win Enterprise Customers - The Information