Traders are willing to bet against the dollar amid increased risks of White House pressure on the Fed to cut interest rates

Trump's pressure on the Fed has collapsed the dollar. Gold and silver have record highs

Exxon Mobil Corporation

In the US, the conflict over the independence of the Fed has escalated due to criminal pressure on Jerome Powell. Donald Trump's administration is discussing military and non-military scenarios against Iran amid mass protests. China, despite betting on AI, electric cars and robotics, can't compensate for a prolonged collapse in real estate. About these and other topics - in our review of key events for the morning of January 12.

The US labor market is stabilizing. Is the worst of the worst behind us?

The legendary investor tells how he insures his portfolio against falling prices and what he expects from the US market and other countries

"While the market is in a fog, you need to have a cache of cash": how is Mark Mobius investing now? 

Warner Bros. Discovery, Inc.

Netflix, Inc.

Paramount Skydance Corporation

Morning headlines: Fed slows down, China tightens silver exports, oil prices fall 

In the last trading days of 2025 and the first session of 2026, investors will have to study a range of statistical data on the housing market, as well as the minutes of the December Fed meeting. At that time, the regulator <a href="https://oninvest.com/article/frs-snizila-stavku-tretij-raz-podrad-cto-budet-dal-se">cut</a> interest rates by 0.25 percentage points for the third time in a row, but three governors opposed the decision. In addition, market participants will be watching the price war between Netflix and Paramount Skydance for Warner Bros. Discovery and the process of selecting the next Fed chair, The Wall Street Journal <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-12-29-2025/card/jobless-claims-fed-minutes-house-prices-what-to-watch-this-week-sks5kBvtZ8pLWU2SiCux?mod=Searchresults&amp;pos=1&amp;page=1">noted</a>.

Fed minutes, housing, and business activity: what investors need to know this week

The S&amp;P 500 Index has added 17.9% since the beginning of the year, above its historical average of 10.6% over the past 68 years.

Investment banks have compiled a list of risks to the S&amp;P 500 in 2026

And by 2030, the precious metal could more than double in price

Yardeni Research has improved its outlook for gold. It expects prices to rise by 30% in 2026

The bank advises to diversify portfolios and not to abandon gold

UBS names three catalysts for continued stock market growth in 2026

Gold broke through $4400 per ounce for the first time in history. What is driving the market?

Oracle Corporation

The Walt Disney Company

Coca-Cola Consolidated, Inc.

SpaceX is preparing a record IPO and plans to raise more than $30 billion. Disney will invest $1 billion in OpenAI, becoming the largest media partner of the AI developer. Oracle shares collapsed after the quarterly report - due to weak revenue and growing debt load. Meanwhile, the U.S. Federal Reserve reduced the rate for the third time in a row. The main events of December 8-12 are in our review.

Highlights of the week: SpaceX goes IPO, Disney invests in OpenAI, Oracle gets cheaper

Broadcom Inc.

NVIDIA Corporation

U.S. stocks fell sharply on Friday, December 12, amid the ongoing sell-off of securities related to artificial intelligence. The main catalysts of the sector's decline were Oracle, which became a kind of indicator of the boom in the AI-industry, and rival Nvidia chipmaker Broadcom, whose order volume turned out to be worse than some investors expected. Doubts about the prospects of the two companies have brought concerns about the valuation of the tech giants back to the market.