Commodity markets may be entering the phase of a new "supercycle" amid rising demand for metals, energy and other tangible assets, according to John Velis, Americas strategist at BNY, <a href="https://www.marketwatch.com/story/stocks-are-signaling-that-another-commodities-supercycle-is-afoot-in-2026-5e697dc6?mod=home_lead">writes</a> MarketWatch.

Analysts talk about the beginning of the commodity "supercycle". Is everything so unambiguous?

BTC Digital Ltd.

BTC Health Limited

Bitcoin appreciated in trading on January 12, despite the investigation of the Fed chief, and this time behaved not as a risky asset, but as a "safe haven", writes Barron's

Bitcoin ignored the investigation against the Fed chief. Did they see a "defense" in it?

Iranian authorities announce a crackdown on protests in the country amid reports that Trump is considering options to pressure Tehran

Iran has accused the US and Israel of organizing the largest protests in the republic's history

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 Illusion of Return: Ray Dalio on why 2025 is the year of gold, not U.S. stocks

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? 

In 2025, precious metals rose in price by 64%.

Morgan Stanley predicted that gold would rise to $4,800 by the fourth quarter.

The capture of the Venezuelan president by the Americans in early January was one of the momentous events that could spell the end of the classic investment portfolio consisting of 60% stocks and 40% bonds, according to strategists at brokerage firm Strategas.

Maduro's collapse is a threat to the 60/40 portfolio, strategists say. What do they advise buying?

Samsung Electronics Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

The price of Brent fell by approximately 0.7%.

The stock rally continued, oil prices fell: how traders are reacting to Venezuela

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


The tech boom, changing leadership in Asia, and political crisis in the US — investment forecasts from Cathie Wood, Mark Mobius, Ray Dalio, Tom Lee, and David Rosenberg

Goldilocks, fiscal deadlock, and Buffett's shadow: what do investment gurus expect from 2026?

Silver hit a new all-time high, going over $80 an ounce because of shortages, speculative demand, and geopolitical tension; copper got close to $13,000 a ton because of production disruptions and expectations of possible US import duties, which are pushing stocks into the American market. These and other topics are covered in our review of key events as of the morning of December 29.