Goldman Sachs expects only a limited rebound in Venezuelan oil output following recent U.S. actions, signaling a muted near-term impact on global supply and prices. The bank cites persistent constraints that could slow any production recovery, tempering hopes for a quick market response.
Source: SeekingAlpha All
ESMA opens race to build EU-wide OTC derivatives consolidated tape
Europe’s markets regulator launched applications for a provider to aggregate post-trade OTC derivatives data into a single feed, with submissions due by February 11. The five-year mandate comes alongside new transparency and reporting rules taking effect by 2027, making accurate consolidated data critical for brokers’ compliance and risk management.
Source: Finance Magnates
Forex.com operator to surrender UK FCA licence as Dubai footprint grows
Gain Capital plans to relinquish its UK Financial Conduct Authority licence once an affiliated StoneX entity secures an operating permit in Dubai, signaling a strategic pivot toward the UAE. The filing suggests UK trading operations have wound down, with the firm now supporting group activities via a representative office in Dubai.
Source: Finance Magnates
TSMC soars after Goldman hikes price target by 35%
Taiwan Semiconductor Manufacturing shares posted their biggest jump since April after Goldman Sachs lifted its target by 35%. The call underscores ongoing enthusiasm around AI-driven chip demand and TSMC’s central role in advanced process leadership.
Source: SeekingAlpha All
Jacobs to buy remaining PA Consulting stake for $1.6 billion
Jacobs moved to acquire all outstanding shares of PA Consulting in a $1.6 billion deal, advancing its strategy to deepen high-margin consulting capabilities. The transaction brings the UK-based advisory firm fully in-house to support Jacobs’ growth in digital, transformation, and mission-critical services.
Source: SeekingAlpha All
Bitcoin jumps; global crypto market cap tops $3 trillion
Bitcoin climbed as investors reacted to geopolitical developments, pushing the total crypto market value above $3 trillion. The move highlights crypto’s growing role as an always-on risk barometer and diversification tool during periods of uncertainty.
Source: SeekingAlpha All
Trump signals tariffs on India could be raised “very quickly”
President Trump said the U.S. can swiftly increase tariffs on India, adding a fresh layer of trade-policy uncertainty early in the year. Any escalation could ripple through supply chains in tech, pharmaceuticals, and consumer goods with sizable cross-border exposure.
Source: SeekingAlpha All
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