
Markets that haven't experienced corrections in a long time are becoming increasingly sensitive to any negative signals, Wall Street says

"The market is ripe for a correction." What do analysts call a possible trigger?

Taiwan Semiconductor Manufacturing Company Limited

Samsung Electronics Co., Ltd.

The price of Brent crude oil fell to nearly $60 per barrel after the US captured Venezuelan President Nicolas Maduro. Taiwan Semiconductor Manufacturing Co. shares hit a record high thanks to an upgraded forecast from Goldman Sachs and expectations of years of growth in demand for AI chips. In Hong Kong, Chinese AI startup MiniMax is preparing for an IPO at the upper end of the range, with a valuation of about $6.5 billion. These and other topics are covered in our review of key events as of the morning of January 5.

Morning headlines: Oil prices fall after Maduro's capture, TSMC record, and gold rally


In December this year, the Russian Federation was added to the EU's blacklist in the area of anti-money laundering and combating the financing of terrorism, which in the long term should make life more difficult for those who are somehow connected with Russia. Iran has been on this list for many years. Oninvest asked Iranianist Nikita Smagin, who has lived in the Islamic Republic, to describe how life is organized for Iranians from a financial point of view.

Personal finance in Iran: how citizens live under sanctions

The European Commission has announced that it has included Russia in the list of high-risk countries in the field of anti-money laundering and countering the financing of terrorism. This is like a "black mark": European banks, brokers and other financial organizations will be obliged to intensify their scrutiny of any transactions involving this country. What will be the consequences of this decision?

The Russian Federation has been added to the EU blacklist on money laundering. This will affect not only Russians

Walmart Inc.

Amazon.com, Inc.

Costco Wholesale Corporation

Restaurant Brands International Inc.

Yum! Brands, Inc.

Chewy, Inc.

Johnson & Johnson

Abbott Laboratories

UnitedHealth Group Incorporated

Marriott International, Inc.

Luxury brands can no longer ignore Generation X shoppers, WWD <a href="https://wwd.com/fashion-news/fashion-features/gen-x-and-luxury-study-publicis-luxe-opinionway-1238352392/">wrote </a>Nov. 19, citing survey data from research firm OpinionWay for Publicis Luxe. For a long time, those who are now 45-60 years old have <a href="https://finance.yahoo.com/news/gen-x-1-4-trillion-171305936.html#:~:text=%D0%92%20%D1%82%D0%B5%D1%87%D0%B5%D0%BD%D0%B8%D0%B5%20%D0%B4%D0%B5%D1%81%D1%8F%D1%82%D0%B8%D0%BB%D0%B5%D1%82%D0%B8%D0%B9,%D0%BF%D0%B5%D0%BD%D1%81%D0%B8%D1%8E%C2%BB%2C%20%2D%20%D0%B3%D0%BE%D0%B2%D0%BE%D1%80%D0%B8%D1%82%20%D0%A5%D0%BE%D1%80%D1%82%D0%BE%D0%BD.">been</a> in the shadow of baby boomers and millennials in terms of consumption. Brands paid less attention to them. Perhaps for nothing.

"Lost" trillions: who will make money on generation X

Exzeo Group, Inc.

Exzeo Group IPO: Insurance tech company debuts on NYSE

The increase in the forecast is attributed to Trump's duties and the weak dollar, but the effect will not last long

The IMF has improved its forecast for global GDP. Why did it warn of a "bleak outlook"?

Japan may have its own "iron lady". In any case, it is Margaret Thatcher who is being hailed as a role model by Sanae Takaichi, who led Japan's ruling Liberal Democratic Party and may become the country's next prime minister. Conservatism and moderate nationalism have traditionally been favored by a large number of voters, but Takaichi's economic approaches are far from conservative. This benefits stock market investors, but could create long-term problems for the economy as a whole.

Sanae Takaichi wants to become Japan's prime minister. Why her plan could hurt investors

Adobe Inc.

Figma

Figma's recent IPO shook up the market - on the first day of trading, its stock price rose to three and a half times the IPO price. <a href="https://www.businessinsider.com/figma-wall-street-forgot-how-much-investors-want-tech-ipo-2025-8">This is the largest jump </a>on the first day of trading among U.S. offerings of this size in the U.S. in more than 30 years. Three years ago Adobe tried to buy Figma for $20 billion, now the capitalization of the latter is 70% higher. The comparison between the two competitors cannot be avoided: which of the companies looks more attractive to investors, argues independent analyst Mikhail Zavaraev.

Mature business vs. elite club member: what the Figma vs. Adobe comparison reveals

NVIDIA Corporation

KKR & Co. Inc.

Meta Platforms, Inc.

The S&amp;P 500 index has been trading near its highs for almost two months now, with risks and uncertainty in the markets growing. But the top 50 American hedge funds are not running for cover. Igor Klyushnev, co-founder of Freedom Holding, analyzed their portfolios - what is worth paying attention to now and what trends we can expect when the active business season starts in September.

Hedge funds are not running for cover: how they are preparing for the start of the business season

Former top managers of Tinkoff raised $200 mln through equity investments and debt instruments, built a bank in the Philippines and within 2 years became one of the five largest retail lenders in this country. In an interview with Oninvest editorial director Elena Tofanyuk, Salmon co-founder Georgy Chesakov described how to launch a neobank where there are no credit histories, scoring and financial literacy.

Between stool and TikTok: How former Tinkoff tops are building fintech in the Philippines


Donald Trump's actions on the international stage, both economically and politically, have earned him the offensive definition of Trump Always Chickens Out (TACO), which can be translated as "Trump always backs down." But now that markets have begun to view his actions through the TACO lens and ignore his threats, he may become more aggressive.

Financial Markets