The stock market bulletin records notable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a bulletin.
US stocks fell, oil prices rose this week.
On Friday, Wall Street investors weighed President Donald Trump's latest statements on the Federal Reserve and geopolitical tensions, which created market uncertainty. WTI oil prices rose on concerns about supply in the Middle East, while the S&P 500 index recorded a slight decline.
- Signal: Negative
- Impacts: NEC, CNBC, TSMC, ADM, WTI, UBS
- Assessment: Volatility from the US market and geopolitical tensions may trigger a global market correction, including in Vietnam. In the short term, investors should limit margin trading and monitor stock groups related to oil and gas or finance. In the long term, this is an opportunity to accumulate quality stocks when the market corrects due to short-term information factors. Risk management should focus on cash flow and reduce holdings in speculative stocks.
Gold prices fall, SPDR Gold Trust "sharks" accumulate nearly 11 tons.
After gold prices hit a historic high this week, profit-taking by individual investors led to a slight correction. However, the SPDR Gold Trust, the world's largest gold ETF, made net purchases of nearly 11 tonnes of gold, demonstrating strong confidence in the medium- and long-term upward trend of the precious metal.
- Signal: Negative
- Impact on: SPDR
- Analysis: Despite the price correction, buying pressure from large institutions like SPDR indicates strong demand for risk hedging. In the short term, prices may fluctuate due to profit-taking, but in the long term, gold remains a good safe haven. Investors should consider participating during corrections to support levels and allocate gold in their portfolios to mitigate macroeconomic risks. Short-term gold trading is not recommended at this time due to the large price swings.
Global economic highlights of the week of January 11-17, 2026: Geopolitics simmers, the Fed faces policy challenges.
Hotspots like Iran, Greenland, and tensions in Eastern Europe continue to fuel concerns about global supply chains. Meanwhile, the Fed faces a difficult decision on maintaining interest rates amidst inflation failing to reach its target. Global financial markets reacted mixedly to economic data and policy signals.
- Signal: Negative
- Impact on: ECB, BEV
- Assessment: Geopolitical instability and Fed policy are putting pressure on global investor sentiment. In the short term, capital tends to flow out of emerging markets, negatively impacting liquidity. However, if interest rates remain stable, the market could recover from the next quarter. Long-term investors can take advantage of opportunities to accumulate fundamental stocks when the market weakens, while maintaining a reasonable cash position to be prepared for any scenario.
The stock market news bulletin aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following market news from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
